Best Financial Advisors in Glendale

American Wealth Advisors is a financial advisory firm that provides financial planning services to clients in Glendale and the West Valley area. It provides clients with constant access to their online investment accounts and portfolio reports. In addition to wealth management services, clients receive help with estate and legacy planning. The company also assists clients in creating durable income streams. Company president Kyle Addington has more than two decades of experience advising small businesses and high-net-worth individuals.

Arrowhead Wealth Partners is a team of financial advisors catering to the needs of the Glendale metro. The team assists individuals in developing sound retirement strategies through services such as retirement planning, risk management and insurance selection, and investment administration. It also helps in money management, creates roadmaps in investment performance, guides in estate conservation, and educates clients on 401(k) and 403(b) plans. One of the advisors, Lucas Christensen, is a CFP and holds an MBA.

Clarus Wealth Advisors is an investment management firm serving individuals and businesses in Glendale. It offers retirement planning solutions and assistance with Socia Security, traditional and Roth IRAs, and estate protection. The firm's portfolio management and financial services include insurance, financial, and business succession planning. One of its portfolio managers, Michael A. Sherman, has been in the industry for more than 34 years. He is a Certified Investment Management Analyst and a Certified Financial Planner.

Dynamic Wealth Management is a full-service financial advisory that serves the Glendale metro. It provides planning and investment counsel to retirees or clients nearing retirement. In addition to retirement planning, the team offers estate planning, tax planning, and long-term care strategies. The firm uses blended investment strategies and provides assessment in various areas like liquidity and cash flow and investment portfolio. Adam Carlini, the founder and chief investment officer, has over 30 years of industry experience and has managed more than $100 million in assets.

Fleming Wealth Strategies, LLC, is a fiduciary firm serving clients in Glendale. It provides financial planning solutions on matters like estates, retirement, and investments. It also assists in tax planning by calculating gains and losses. Timothy F. Fleming, its owner, is a Certified Financial Planner who has been in the sector since 1997. He works with customers to develop strategies that meet their financial needs and goals. He also provides consultations with individuals who want to protect their assets and preserve their wealth.

Hillspring Financial is an independent investment advisory firm serving the Glendale metro. Its financial planning services include cash flow analysis and budgeting, insurance and income tax planning, and risk management. It assists clients in identifying their goals and making a plan and a timeline for meeting those goals. Additionally, the firm has strategic alliances with key professionals who can help clients handle their estate and tax planning. Its president, Kent G. Forsey, has been an investment advisor for over 30 years.

Joseph Wollersheim is a financial consultant at Thrivent, a century-old financial advising firm. He guides individuals in Glendale and the surrounding communities in creating a personalized financial plan that fits their lifestyles. Other financial solutions he offers include retirement savings accounts, life and health insurance, mutual funds, annuities, charitable giving solutions, and investment strategies. Wollersheim holds various professional designations, including CFP, ChFC, and FIC. He is involved in local organizations like Young Life and Thrivent Builds with Habitat for Humanity.

Murphy Capital Advisor is a financial planning and investment firm that offers financial advice to clients throughout the Greater Glendale metro area. Its professionals evaluate the current financial situation of clients, determine their goals, work with their attorneys and accountants to design financial planning recommendations, and monitor the clients' progress upon implementation of the recommendations. Matthew Murphy, the president and CEO of the company, is a Certified Financial Planner and is frequently quoted in financial publications.

The Robert Harding Financial Group opens its investment planning and advisory services to Glendale clients. Its five-step wealth management approach covers understanding a client's financial goals and profile, committing to a consultation relationship, following up, and regular monitoring. It assists in portfolio construction by building on factors such as risk preference, economic outlook, and market expectations. A financial planner for nearly 40 years, registered principal Larry Mitchell founded the business in 1994 and operates it with his son, Jeremy Mitchell, the firm's wealth manager.

Rulon Financial is an independent firm operating in Glendale. It assists individuals and businesses in growing and maintaining their financial wealth by planning and organizing its distribution. Its team of financial advisors assists clients in navigating their retirement plans, which include 401(k)s, 403(b)s, IRAs, and rollovers. The planning process also involves monitoring and adjusting the implemented strategies. The firm's owner, P. Scott Rulon, is a CPA who started his career in the industry as a 401(k) and tax accountant for a retail company.

Strategic Wealth Designers provides retirement and wealth strategies to clients in Glendale and the Peoria area. Clients receive a financial analysis that addresses their entire financial picture. The firm then creates an investment plan to help clients reach their retirement goals. President and founder Phillis Sax Pilvinis is a money manager with over three decades of financial experience. Pilvinis is a chartered member of Ed Slott’s Master Elite IRA Advisor Group and was featured in Senior Market Advisor. She is a Chartered Retirement Planning Counselor.

Wealth Engineering is an investment advisor with an office in the Glendale area. The firm offers financial assistance to clients facing life transitions or planning for their retirement and carries a comprehensive wealth management approach. Its professionals help design investment portfolios that consider clients' emotional risk tolerance and tax situations. David J. Fernandez, the company founder, carries over 20 years of experience in the investment advisory and financial planning industry. He worked with The Vanguard Group prior to establishing Wealth Engineering in 2003.

WJ Wealth Management is an independent financial management company that offers its services to clients in and around Glendale. Its financial advisors provide comprehensive investment services such as retirement planning, investment planning, estate planning, insurance planning, and tax planning to individual and corporate clients. Additionally, WJ Wealth Management offers a wide variety of investment portfolio models such as Guidance Economic Evolution, Guidance Capital Preservation, Guidance Socially Aware Growth, Guidance Short Term Bond Weight, and Guidance Growth.