LifeManaged is an independent advisory company that caters to customers in the Buckeye metro and the surrounding communities. It offers financial planning services, helping clients achieve their money goals. Its process involves identifying their objectives, reviewing balance sheet and cash flow details, designing and implementing personalized plans, and providing transparent reporting to understand results and adjust the program when necessary. Ben Fredlake, the company's director of planning, brings over 10 years of industry experience. He holds the CFP designation.
5134 N Central Ave, Suite 104, Phoenix, AZ 85012
Phoenix, AZ 85012
Murphy Capital Advisors helps Buckeye residents organize their wealth by providing fiduciary solutions. It assists clients from understanding their circumstances and goals to presenting financial plan recommendations, implementing the plans, and monitoring their progress. Its team works with other professionals such as accountants and attorneys to develop integrated strategies for organizing and growing clients' financial resources. Matt Murphy, the company's owner, served as a commissioner on the CFP Board of Standards, Disciplinary and Ethics Commission from 2010 to 2014.
1616 N Litchfield Road, Suite 155, Goodyear, AZ 85395
Goodyear, AZ 85395
Wealthnest is a team of financial planners who serve entrepreneurs, small business owners, and professionals in Buckeye and the neighboring areas. It assists with various aspects of financial planning, including taxes, estates, retirement, insurance, and investments. Guided by the proprietary nestology™ wealth management process, the financial planners create customized solutions tailored to each client's needs and goals. The group has more than 60 years of combined experience and has served over 1,500 clients to date.
5720 W. Chandler Blvd Ste. 4, Chandler, AZ 85226
Chandler, AZ 85226
Wilde Wealth Management Group offers financial services in Buckeye. It deals with asset allocation and diversification, concentrated stock analysis, portfolio and 401(k) management, IRA contributions and conversions, and retirement goal setting. The company also conducts investment, elderly, legacy, and business planning. In addition, its agents create defined benefit and college savings plans. The firm maintains affiliations with Rizzo Financial Group and Mosaic Financial Associates. Its CEO, Trevor Wilde, is an AIF who has been in the industry since 1999.
7025 North Scottsdale Road Suite 115, Scottsdale, AZ 85253
Scottsdale, AZ 85253