Phelan-Difley Advisory Group of Wells Fargo Advisors

The Phelan-Difley Advisory Group of Wells Fargo Advisors, LLC, is a premier wealth management group serving Clients in over twenty states nationwide. 

Donna M. Phelan, MBA is First Vice President – Investments.  Malinda S. Difley, MBA, is a Financial Consultant and CERTFIED FINANCIAL PLANNER™ professional.   With over twenty-five years combined experience, we are here to help you achieve:

·        Capital Preservation

·        Tax Management*

·        Retirement Planning

·        Estate Planning*

·        Education Funding

·        Investment Expertise

You are important to us. We value our relationship with you and are fully invested in your success.  We are here to help you safeguard your nest-egg while optimizing your return. 

With a heritage of Client service, we have built our business on Client referrals.  Thank you for the trust you place in us.  You can count on the highest level of professionalism in serving your financial goals.  Please use us as a resource and feel free to call us with your questions.  We are here for you.

* Wells Fargo Advisors is not a legal or tax advisor.