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Best Financial Advisors in Chandler

2024

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Website
16427 N Scottsdale Rd, Suite 350, Scottsdale, AZ 85254
  • Wealth Management
  • Investment Management
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Charitable Planning

Why choose this provider?

Intelligent Capitalworks is a Scottsdale-based wealth management firm serving residents of Chandler. Since 2005, its financial advisors have been assisting individuals and families with risk and investment management, as well as tax, estate, and retirement planning. Guided by multi-disciplinary skillsets and over 100 years of combined experience, the team helps each client build and manage a family wealth management plan. Additionally, Intelligent Capitalworks serves as a fiduciary and obtains annual certification from CEFEX, adhering to a global fiduciary standard.

License Verified:

License: 801-64460

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Chandler, AZ
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
3100 West Ray Road, Chandler, AZ 85226
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Retirement and Estate Planning
  • Tax Planning

Why choose this provider?

Ironwood Wealth Management LLC provides financial planning services to individuals and business owners in Chandler and the surrounding communities. It offers a variety of financial solutions, including comprehensive planning, portfolio management, and tax services and strategies. CEO and founding partner Cean Kenefick-Rogers has been in the industry for more than 20 years. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and an Accredited Investment Fiduciary®.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1490 South Price Road, Chandler, AZ 85286
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Sonmore Financial is a firm operating in Chandler. It offers a wide range of services to individuals and business owners including tax planning, benefits elections, social security strategies, debt reduction, and college planning. Its team conducts initial consultations which are focused on investment management and determining clients' financial planning needs. The firm's owner, Matthew Benson, has been working in the financial services industry since 2011. He is a Certified Financial Planner who supports Junior Achievement, an organization aiming to provide financial literacy to young students.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2121 West Chandler Boulevard, Chandler, AZ 85224
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

The Wealth Stewards is a team of financial advisors who serve the Chandler area. They cater to families, retirees, business owners, and corporations, providing financial and investment planning services. Its branch manager, Jeffrey Breese, has been in the financial industry for over 23 years. He earned his accredited investment fiduciary certification in 2019. Breese has also completed his coursework in business exit and succession planning. Moreover, he is an active community servant, serving as the president of the Chandler Compadres.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2705 South Alma School Road, Chandler, AZ 85286
  • Business Tax Preparation
  • Business Formation

Why choose this provider?

Founded in 2002, Dekker Financial Services caters to the Chandler metro and nearby areas. The firm offers different services to individuals and business owners, from standalone plans to comprehensive financial planning. In addition, its expertise includes financial advisory, tax and accounting, and divorce financial analysis. Dekker Financial Services also provides additional business solutions such as bookkeeping, payroll, and entity set-up consulting. Meredith Dekker, president and senior advisor, is a Chartered Financial Consultant and Certified Financial Analyst.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1757 East Baseline Road, Gilbert, AZ 85233
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Wealth Guardian Group is an independent full-service financial planning and investment management firm that serves clients in Chandler. Founded by Jared R. Daniel, the firm helps clients in different areas of financial planning, including asset management and income and tax planning. It also covers annuities and various types of insurances, such as life, disability, long-term care, and medicare. In addition to being a financial planner, Jared was also conferred by the College for Financial Planning as a chartered retirement planning counselor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (27)
Facebook
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2231 East Pecos Road, Chandler, AZ 85225
  • Retirement Planning

Why choose this provider?

Paul H. Brock Associates is a financial advisor serving clients in Chandler. It offers a wide range of services that include income tax reduction goal development, property and business insurance planning identification, and charitable giving. Its planning process incorporates and benefits from suitable professional advice on tax strategies and legal viewpoints. President Paul Brock boasts more than 30 years of experience in the financial services industry. He has won the Five Star Wealth Manager award from Crescendo Business Services, LLC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
233 East Southern Avenue, Tempe, AZ 85282
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Teresa Bear is a financial advisor that serves Chandler and the surrounding area. She provides investment management strategies and financial planning services to retirees and people nearing retirement. The planning areas included in her services are retirement and pre-retirement planning, social security optimization, income planning, and wealth accumulation. Teresa Bear is a Certified Public Accountant who uses her 30 years' worth of tax knowledge with investment management to accommodate clients' needs. She was also featured by publications like The Wallstreet Journal and USA Today.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3075 West Ray Road, Chandler, AZ 85226
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Modernize Wealth is a financial advisory firm that provides Chandler families and businesses with wealth management solutions. The professionals at this firm aim to help clients establish generational wealth using financial guidance and investment planning strategies. They assist in planning for college, estate, and retirement. The team also covers investment and risk management. In addition, it works with businesses to create strategies to maximize income. Modernize Wealth has streamlined its process that includes portfolio review, financial planning, and risk audit.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2701 West Queen Creek Road, Chandler, AZ 85248
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Keystone Wealth Partners is a wealth management firm that serves the residents of Chandler and the surrounding areas. It helps clients manage their financial resources through services such as financial planning strategies, tax preparation and planning, and estate planning. Founder and managing director John T. Hagensen has authored two finance books, 'Unleash Your Investments' and 'The Retirement Flight Plan.' Keystone Wealth Partners has served more than 800 families. The firm has been featured on Forbes, Yahoo! Finance, and the Boston Herald.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2370 West Ray Road, Chandler, AZ 85224
  • Certified Financial Planner (CFP)

Why choose this provider?

Innovative Financial Solutions is a wealth management firm that serves clients in Chandler. It provides financial planning services and guides clients through investment and tax strategies. Likewise, the company offers wealth management solutions. Its financial advisors mainly assist clients who are single, retired, or nearly retired. One of the firm's advisors, Betsy Horvath, has over 25 years of experience in the financial industry and is a former president of the non-profit organization Benevolent and Protective Order of the Elks.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5720 West Chandler Boulevard, Chandler, AZ 85226
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Wealthnest is a fiduciary financial advisory firm based in Chandler that helps clients become financially independent. As a local and independent firm, the team of wealth advisors provides objective financial advice tailored to meet clients' personal goals. It uses a proprietary wealth management strategy that addresses different financial categories such as estate planning, tax planning, retirement planning, insurance, and investments. Its principal and co-founder, Michael McGinley, has industry experience of over 20 years and has prepared more than 10,000 tax returns.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (34)
Facebook
4.7 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4515 South McClintock Drive, Tempe, AZ 85282
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2012, The M Group & Associates is a private wealth management firm that serves Chandler and the surrounding metro areas. It helps clients reach their financial goals through various financial solutions, including retirement planning, investment, education funding, and employee and executive benefit strategies. Matt Mamolen, the company's president, is a Certified Financial Planner and a designated Chartered Retirement Planning Counselor. In addition, Matt helps mentor new representatives entering the industry through a career development program with Arizona State University.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (76)

Website
2151 East Pecos Road, Chandler, AZ 85225
  • Certified Financial Planner (CFP)

Why choose this provider?

Watermark Wealth Strategies LLC is a private wealth management firm that serves the residents of Chandler and the surrounding areas. It assists clients with estate and retirement planning through the implementation, regular monitoring, and adjustment of long-term investments. More than ninety percent of the firm's clients are retirees seeking financial stability in old age. Founding partner Kyle Richardson has been working in the financial industry for more than 24 years. Watermark Wealth Strategies has been featured in Forbes Magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Yelp
4.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3800 South Alma School Road, Chandler, AZ 85248
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

Southwestern Retirement Planning Advisors is a financial planning and investment management firm that serves Chandler and the surrounding areas. It caters to a wide range of clients, including high-net-worth individuals and families, professionals and executives, seniors, and small business owners. Its financial planning services include cash flow, income tax, and retirement income planning. It also provides risk management, investment planning, and estate planning services. Its president, Kurt Rohrs, has been working in the financial advisory industry for more than 15 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2330 West Ray Road, Chandler, AZ 85224
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Strategic Income Group is a financial advisory firm with offices in Chandler and Peoria. The company was founded in 2013 by Michael Gauthier, a Certified Financial Planner with more than 20 years of experience in guiding wealth building. His firm serves clients seeking financial security, offering services such as investment management, estate planning, tax-related services, and insurance planning. Strategic Income Group has been featured in publications such as The Wall Street Journal, Forbes, and The College Investor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (12)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the benefit of working with a Certified Financial Planner™ (CFP®) in Chandler?

    Professionals in Chandler holding the designation of Certified Financial Planner™ (CFP®) can most likely provide quality services compared to those with no designations. These professionals have passed comprehensive examinations, undergo regular reinstatement processes, and are obliged by law to act within the bounds of ethics and professionalism. If you are concerned about your and your family's financial well-being, working with a (CFP®) can assure you that your objectives and interests will be upheld in the most reasonable manner possible.

  • Why should an individual in Chandler integrate asset protection into their estate plans?

    It makes sense to protect your assets if your financial and estate plans include asset accumulation and management. Preparing an estate plan in Chandler means ensuring that your assets will be properly distributed to your beneficiaries and that your wishes will be carried out upon your death. Putting asset protection actions ensures there will be enough allocated to your beneficiaries.

  • Are there advantages to investing in the Chandler real estate market?

    Being part of the Phoenix-Mesa-Chandler Metropolitan Statistical Area puts the Chandler metro on a steady path to growth in the following years. The area has a flourishing economy, including a growing real estate market, which is supported by job-generating industries such as retail, healthcare, and tech. Companies like Intel, Wells Fargo, and PayPal have businesses close by. Additionally, Chandler has a vibrant student market owing to a number of universities in the metropolitan area. Statistics show that home values in the metro have increased and the sales ratio is favorable.

  • What can happen to an individual who sells or offers unregistered security in Chandler?

    The individual could be in violation of the Arizona Securities Act whether they deliberately or unwittingly sold or offered unregistered security in Chandler. They could face a civil lawsuit in federal court or in the Maricopa County Superior Court or an administrative action brought by the Arizona Corporation Commission. Consequences of such actions include penalties, conviction of felony, and payment of restitution fines.

  • In Chandler, how is a traditional individual retirement account (IRA) different from a Roth IRA?

    The traditional individual retirement account (IRA) is designed for those who expect to fall in the low tax bracket when they retire while the Roth IRA is for those who will be in the opposite bracket. These two accounts have similar tax benefits with the key difference is that the Roth IRA has a tax-free withdrawal. In addition, the Roth IRA can be incorporated into a Chandler estate plan that provides tax-free benefits to beneficiaries.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.