Laurels

Best Financial Advisors in Phoenix
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Phoenix Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 384 240 25

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Continuum Wealth Management

  • Certified Financial Planner (CFP)

An independent and fiduciary financial advisory firm, Continuum Wealth Management serves clients in Phoenix and Scottsdale. It offers financial planning solutions such as estate plans, tax strategies, risk management, and net worth analysis. The company also handles investment portfolios and monitors them regularly to make sound rebalancing decisions. Continuum Wealth Management was founded by Craig W. Ritter, a Certified Financial Planner with 15 years of experience in the fields of financial planning and investment advisory.

7337 East Doubletree Ranch Road
Scottsdale, AZ 85258

Website

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