Expertise.com

2024

Last updated:

Best Financial Advisors in Phoenix

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. 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.

377Reviewed

233Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

16427 N Scottsdale Rd, Suite 350, Scottsdale, AZ 85254
WebsiteLicense: 801-64460

Expertise.com Rating

Why choose this provider?

Intelligent Capitalworks is a Scottsdale-based wealth management firm serving individuals and families in Phoenix. Since 2005, its financial advisors have been helping clients manage risks and investments. They also leverage multi-disciplinary skillsets and over 100 years of combined experience to create tax, retirement, and family wealth management plans. The company operates as a fiduciary and adheres to a global standard by obtaining annual certification from CEFEX. Vincent Rossi, the firm's founder, is a Certified Financial Planner.

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Charitable Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Phoenix, AZ
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

20645 N Pima Road, Suite N-2225, Scottsdale,, AZ 85255

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Alpha Fiduciary is a company of financial advisors that has been providing services in Phoenix, AZ for more than a decade. The company provides wealth management solutions that include investment consulting and management services such as portfolio review and performance analysis, risk evaluation, evaluation of retirement plans, and asset allocation recommendations. Alpha Fiduciary's services include insurance advice, business succession and retirement planning, restricted stock strategies, second-opinion services for those who might be questioning their current wealth planner, and cash-flow planning.

7337 East Doubletree Ranch Road, Scottsdale, AZ 85258

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Review Sources

Facebook
5.0 (6)

Why choose this provider?

Wealth Engineering is a financial advisory company that serves Phoenix. The wealth management firm advises clients on a variety of topics, including retirement, social security, estate, tax planning, and risk management. Furthermore, its team develops investment portfolios according to clients' emotional risk tolerance, time horizon, tax situation, and financial needs. David Fernandez, the company's founder, is a CFP with over two decades of trade industry experience. He has provided insights for publications such as USA Today, The Wall Street Journal, and The Arizona Republic.

  • Retirement Planning

7010 East Acoma Drive, Scottsdale, AZ 85254

Expertise.com Rating

Why choose this provider?

Fitzgerald Wealth Management, LLC, is a financial advising firm that offers assistance to individuals and families in Phoenix. Owner John Fitzgerald has been in the financial industry for more than 25 years. He is partnered with numerous companies like Charles Schwab and American Funds in providing financial solutions to investment, cash flow, and retirement plans. In addition, he handles a variety of insurance products such as life, health, and long-term care. Clients can access financial tools on the company's website to calculate household and investment goals.

  • Private Wealth Advisor
  • Retirement Planning

5090 North 40th Street, Phoenix, AZ 85018

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Hatton Consulting is a wealth management company founded in 1999. It offers comprehensive investment, financial planning, banking, and trustee services to the residents of Phoenix. The company works with clients such as business owners, widowed individuals, retirees, and managers and executives to help them make informed decisions about finances. Tim Hatton, the firm's founder, began his career with Dean Witter in 1988. In addition to being a Certified Financial Planner, Hatton is also the author of the book, 'The New Fiduciary Standard.'

  • Retirement Planning

5060 North 40th Street, Phoenix, AZ 85018

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

TFO Phoenix is a wealth management services company that guides families in Phoenix and nearby areas. The company offers financial advice on areas such as wealth planning, family discovery and milestone setting, estate planning, taxation compliance, and philanthropic planning. A team of experienced wealth and financial advisors helps families through its Wealth and Purpose approach by creating a financial and wealth management plan aligned with the family's goals and financial targets. The company also provides tools and financial management knowledge to next-generation clients through TFO Life Academy.

  • Certified Financial Planner (CFP)

9220 W Union Hills Drive, Suite 101, Peoria, AZ 85382

Expertise.com Rating

Review Sources

Yelp
2.5 (6)

Why choose this provider?

Strategic Wealth Designers is a financial advisory firm that serves the Phoenix metro. The team of financial advisors offers retirement wealth management, income planning strategies, and other comprehensive services to retirees and families. Its expertise includes financial analysis, estate and long-term care planning, and income security for the surviving spouse. Phillis Sax Pilvinis, president and founder of the company, has over 30 years of experience in the financial industry and is a Chartered Retirement Planning Counselor.

  • Estate Planning

5010 Warner Road, Phoenix, AZ 85044

Expertise.com Rating

Review Sources

Google
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

ProFocus is a financial advisory firm located in Phoenix. Asset protection is one of its services, which may include forming a number of corporations, partnerships, trusts, and LLCs. Aside from asset protection, the company also provides investment portfolio management. Michael M. Smith, the founder of ProFocus, is a Certified Financial Planner (CFP) whose career in the financial management industry began in 1981. His previous work experience includes developing retirement plans for medical professionals and other high-net-worth individuals.

  • Certified Financial Planner (CFP)

8550 East Shea Boulevard, Scottsdale, AZ 85260

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Review Sources

Google
5.0 (7)
Facebook
5.0 (1)

Why choose this provider?

Wealth Management Solutions provides fiduciary financial advice to clients in Phoenix. The firm offers personalized financial planning services to business owners, corporate executives, divorcees, and retirees. These services involve income tax and estate planning, risk management, and company benefits. In addition, it assists in designing investment portfolios and strategizing asset allocation. The firm also handles different types of retirement plans such as 401(k), defined benefits, and combinations. President David Rosenthal is a Certified Financial Planner and NAPFA-affiliated.

  • Certified Financial Planner (CFP)
  • Retirement Planning

5134 North Central Avenue, Phoenix, AZ 85012

Expertise.com Rating

Review Sources

Facebook
5.0 (6)
Google
5.0 (1)

Why choose this provider?

LifeManaged is a team of independent financial advisors based in Phoenix. Whether clients are looking into retiring or investing, they assist in a number of areas, from financial planning and risk management to asset allocation and tax planning. The professionals also help clients attain their financial goals by creating custom spending plans and conducting values and behavior analyses. Prior to establishing LifeManaged, Thanasi Panagiotakopoulos was a senior wealth advisor at a firm that managed $300 million of assets.

  • Certified Financial Planner (CFP)

20860 North Tatum Boulevard, Phoenix, AZ 85050

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

FocalPoint Wealth Management provides fiduciary financial planning, retirement, and investment services to individuals and families in Phoneix and other surrounding areas. It develops and monitors risk-based portfolios that are appropriate for its clients' needs and milestones. It also creates strategies to manage retirement income from pensions, social security, and investment distribution. Additionally, the company provides insurance planning, risk management, and tax analysis services. Its founder and CEO, Chris Urness, is a Certified Financial Planner and an Accredited Asset Management Specialist.

  • Certified Financial Planner (CFP)
  • Retirement Planning

7010 East Chauncey Lane, Phoenix, AZ 85054

Expertise.com Rating

Why choose this provider?

Strategy Financial Group has been serving clients in Phoenix and the surrounding areas since 2010. It offers a wide variety of services, including asset protection, investment management, IRA and 401k rollovers, life insurance selection, and tax planning coordination. In addition, it helps design retirement income strategies by utilizing income from annuities, investments, and tax-free loans. Calvin Goetz, the founder, has around 20 years of experience in the financial services industry. He is a member of the National Association of Insurance and Financial Advisors.

  • Insurance Products
  • Tax Planning

14500 North Northsight Boulevard, Scottsdale, AZ 85260

Expertise.com Rating

Review Sources

Google
5.0 (14)

Why choose this provider?

ARQ Wealth Advisors is a financial advisory firm that provides fiduciary financial planning services to clients in Phoenix and the surrounding areas. Its services include estate, tax, insurance, college, and retirement planning solutions as well as investment management. Its average financial advisors bring over 20 years of industry experience. Co-founder and managing partner Richard Siegel has been serving clients in asset management and financial planning for 23 years. He is also a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Retirement Planning

7001 North Scottsdale Road, Scottsdale, AZ 85253

Expertise.com Rating

Review Sources

Facebook
4.6 (51)
Google
5.0 (2)
Yelp
4.5 (2)

Why choose this provider?

Bayntree Wealth Advisors is a wealth management and financial advisory firm that caters to clients in Phoenix. It offers a range of services and risk management solutions, including retirement income maximization strategies, life insurance planning, and Social Security planning. The firm also offers tax strategies and guidance on asset protection. Its founder, Andrew Rafal, has been in the industry for almost 15 years. He is a member of the National Association of Insurance and Financial Advisors and Ed Slott's Elite IRA Advisor Group.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1202 East Maryland Avenue, Phoenix, AZ 85014

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Preferred Wealth Management in Phoenix is a firm of wealth management advisors that offer financial planning solutions to individuals, families, and firms in the area. Some of the firm's services include personalized financial planning, insurance solutions, estate planning, business consultations, and retirement planning. The firm is headed by Ross Bonifield, an insurance and financial planning professional who has been in the industry since 1998. Ross holds the FINRA Series 6 qualification in investments and variable contracts.

  • Certified Financial Planner (CFP)

7114 East Stetson Drive, Scottsdale, AZ 85251

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

A family office providing concierge-level services, CorePath Wealth Partners is a four-time consecutive winner of the Five Star Wealth Manager award and has also been featured in Drug Topics Magazine as well as on AZ Channel 7. CorePath serves the Phoenix metro areas, with two other offices located in Denver and Minneapolis. CorePath aims to excel in assisting clients with wealth management, investments, taxes and accounting, risk and insurance solutions, and business management. CorePath also focuses acutely on women’s financial education and elevation.

  • Tax & Accounting Resources
  • Risk Solutions
  • Investment Management

2415 E Camelback Rd Ste 700, Phoenix, AZ 85016
WebsiteLicense: 306180

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Farnam Financial is an fee-only fiduciary investment advisory firm that serves clients who are in retirement or nearing it. It provides various wealth management services, including financial and tax planning and portfolio management. It serves clients in Phoenix and throughout Arizona. Founder and wealth advisor Jonathan Bird is a Certified Financial Planner and the author of Income on Demand

  • Portfolio Management
  • Tax Planning
  • Retirement Planning

FAQs

  • 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.

  • Why would Phoenix residents hire a fee-only financial planner?

    Fee-only financial advisors in Phoenix prioritize their clients' needs by not receiving commissions or other incentives, thereby minimizing conflicts of interest. This approach enables them to offer a higher level of personalized attention, as there is no motivation to promote products that may not align with a client's specific circumstances. On the other hand, commission-based advisors primarily focus on selling products to their clients.

  • How are financial advisory fees determined in Phoenix?

    In Phoenix, financial advisory fees are typically calculated based on the total investment assets under management or through a flat annual fee structure, which is reviewed periodically. Advisors usually have a predetermined fee schedule that guides the amount they charge their clients. Some advisors may require new clients to pay a separate fixed fee ranging from $2,500 to $15,000 because they usually engage in a comprehensive financial planning process.

  • What will the process of becoming a financial management client look like in Phoenix?

    To initiate the process, the first step entails arranging an initial consultation with a financial planner based in Phoenix. Following this meeting, a subsequent consultation can be arranged to delve into the client's financial objectives and engage in discussions concerning diverse aspects of financial management, such as portfolio management.

  • What are tha advantages of working with local financial advisors in Phoenix?

    By working with financial advisors based in Phoenix, clients gain access to the expertise of professionals who are not detached but rather integrated into the local community. These specialists possess an in-depth understanding of Arizona's tax framework, including the nuances of the state's flat tax. Moreover, local financial advisors are well-versed in the ways in which the local economy can influence and affect the assets of their clients.

  • What are the major differences between financial planners and retirement planners in Phoenix?

    Financial planners in Phoenix concentrate on the financial circumstances of their clients, while retirement planners specifically address the unique requirements associated with retirement. These cover essential aspects like Social Security planning, Medicare considerations, and devising strategies for retirement income. Furthermore, financial planning entails a long-term perspective, while retirement planning is focused on a shorter timeframe, typically spanning the five to 15 years leading up to and during retirement.

  • 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.