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Best Financial Advisors in Flagstaff

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Benefit & Financial Strategies, LLC. logo

Benefit & Financial Strategies, LLC.

510 North Humphreys Street, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Benefit & Financial Strategies, LLC, has been catering to individuals, families, and businesses in Flagstaff and the surrounding areas since 1988. It helps clients achieve financial independence by offering planning services. These include asset management, portfolio analysis, and retirement income plan and design. It also addresses needs concerning annuities, brokerages, college funding strategies, and mutual funds. William G. Morrison, the managing partner, brings more than 40 years of industry experience. He is a Chartered Financial Consultant and a Life Underwriter Training Council Fellow.

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Cambium Wealth & Legacy Strategies logo

Cambium Wealth & Legacy Strategies

1600 West University Avenue Suite 104, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)

Cambium Wealth & Legacy Strategies offers financial-related services in Flagstaff and nearby areas. It caters to individuals, families, business owners, retirees, and philanthropists who need estate preparation solutions. The company helps clients create plans to preserve their wealth and assets. It also provides business retirement and legacy and philanthropy planning assistance. In addition, its agents process life insurance to protect policyholders from financial losses due to unforeseen events. One of the firm's specialists, Tom Taylor, is a CLU and a CFP.

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Fullerton Financial Planning logo

Fullerton Financial Planning

14155 N. 83rd Ave., Suite 144, Flagstaff, AZ 85381
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  • Certified Financial Planner (CFP)

Fullerton Financial Planning serves clients in Flagstaff and the surrounding areas. It helps individuals and families achieve financial security through retirement planning, wealth accumulation, asset protection, and estate planning. Its fiduciaries and investment advisors combine investment and insurance products with financial planning to generate supplemental retirement income. Stephanie and Steve Fullerton, who are both investment advisors, established the firm in 2007. Stephanie assists pre-retirees and retirees in the state of Arizona with retirement savings preservation using strategic retirement income planning.

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KDI Wealth Management logo

KDI Wealth Management

809 W Riordan RD, Suite 206,, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)

KDI Wealth Management offers a customized financial roadmap helping achieve the goals of Flagstaff-based clients. Its specialists help clients understand the difficulties of investing and planning by simplifying complex financial jargon and investment possibilities. They design a strategy that supports critical components of retirement income, including allocation of investments and withdrawal strategy, selection techniques for Social Security, Medicare and health care expenses planning, and hobbies and travel funding. President and wealth advisor Kevin Dick holds the Chartered Retirement Plans Specialist designation.

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Strategic Financial Planning logo

Strategic Financial Planning

914 N. San Francisco St., Suite S in the Liberty Square Building, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Strategic Financial Planning serves clients in Flagstaff and nearby areas. It offers a wide range of services, from financial and retirement planning to IRA solutions and wealth transfer. It works with individuals in saving for their retirement, generating retirement income, determining appropriate insurance coverage, and developing strategies to manage their finances. One of the firm's partners is Colin Hughes, a Certified Financial Planner who has been working in the industry for more than 10 years.

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TCI Wealth Advisors logo

TCI Wealth Advisors

150 W. Dale Ave. Ste.1, Flagstaff, AZ 86001
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

TCI Wealth Advisors has been providing investment and financial planning services to clients throughout Flagstaff and its neighboring communities since 1990. Its financial advisors help clients identify their interests, goals, assets, and values to determine the best financial strategy tailored to their specific needs. TCI's approach to wealth management considers investment consulting, estate planning, tax management, and wealth transfer and preservation. The company provides clients with financial education, cash flow strategies, insurance planning, and retirement planning.

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Vora Financial logo

Vora Financial

822 N Humphreys Street, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)

Vora Financial caters to customers in the Flagstaff metro and the surrounding areas. It helps clients achieve their financial goals by offering estate and investment planning, as well as the development of income strategies and health care programs. It also provides tax management, which involves assessing how many taxable holdings the clients have and leveraging qualified money to pass tax-free cash to their beneficiaries. Dharmesh Vora, the company's founder, brings over 30 years of industry experience. He is a life member of the Million Dollar Round Table.

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Wilde Wealth Management Group logo

Wilde Wealth Management Group

6486 Highway 179, Ste 111, Sedona, AZ 86351
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  • Estate Planning

Wilde Wealth Management Group serves clients in Flagstaff in creating their financial road maps. Its independent advisors work with individuals and families in creating investment plans, helping them in managing portfolios and diversifying assets. They provide risk analysis and protection strategies. Other matters the team helps with are retirement goal setting, college savings, annuities, and legacy planning. CEO Trevor Wilde has been recognized as a top advisor in Barron's Magazine since 2009. In 2021, he obtained the second rank among the advisors in the state.

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WorthWhile Wealth Council logo

WorthWhile Wealth Council

2030 W State Rte 89A Suite B2/B, Sedona, AZ 86336
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor

WorthWhile Wealth Council is a boutique company that aims to help individuals and families in Flagstaff attain their financial goals through its financial advisory services. Its financial planners seek to understand clients' wealth-building objectives and unique situations to devise financial plans and strategies that meet their needs. The firm's CPAs, estate planning attorneys, insurance professionals, and eldercare professionals offer asset management, retirement planning, charitable giving, socially responsible investments, and generational wealth planning services.

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WT Wealth Management logo

WT Wealth Management

813 N Beaver St, Flagstaff, AZ 86001
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  • Certified Financial Planner (CFP)

WT Wealth Management is a team of investment professionals that helps Flagstaff residents achieve their financial goals. They assist clients by developing financial plans, assessing and mitigating risks, implementing strategies, and monitoring progress. They also perform investment solutions such as tactical asset allocation, equity selection, and mathematical model creation. CIO John Heilner has over 30 years of experience in the financial services industry. He worked at ING Mutual Funds and Palo Verde Capital.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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