Laurels
Best Financial
Advisors in
Phoenix
2017

Why These Financial Advisors?

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

ReviewedCuratedTop Picks37222813

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Barnes Investment Advisory, Inc.

Barnes Investment Advisory, Inc., in Phoenix, AZ, is a Registered Investment Advisor firm and fiduciary that serves the greater Phoenix metropolitan area. Offering an evidence-based approach to finance, the team at Barnes Investment Advisory includes a prior tax consultant of the Big Four accounting firms, the winner of the 2010 Spirit of Service Award given out by Xavier Preparatory School, and a coordinator of Financial Peace University. The team at Barnes Investment Advisory, Inc., utilize the Wealth in Balance approach to personal finance, which includes financial planning and the meticulous management of investments. The firm implements a simple five-step plan for potential clients and emphasizes customized care for each individual client's situation.

Phoenix, AZ(602) 248-9099

Website

Bayntree Wealth Advisors

Bayntree Wealth Advisors in Scottsdale, AZ, is a comprehensive wealth management and financial advising team that serves the greater Phoenix metropolitan area. The firm has been featured in Forbes, The Wall Street Journal, The Washington Post, Market Watch, and other financial media. Founder Andrew Rafal has provided financial services in Arizona for over fifteen years and has assembled a team of advisors to assist clients in every step of financial independence. In addition to the myriad financial services that Bayntree provides, including income planning, investment management, risk management, and asset protection, the firm also gives back to the community through charities and non-profits such as Junior Achievement, Executive Council 70, and Myasthenia Gravis Foundation of America, Inc.

Scottsdale, AZ(480) 494-2750

Website

Continuum Wealth Management

Continuum Wealth Management is a fiduciary financial advisor, investment management, and financial planning firm in Scottsdale, AZ, that serves the greater Phoenix metropolitan area. Founded by Certified Financial Planner Craig Ritter, Continuum Wealth Management is a fee-only firm that provides services to individuals and families on an ongoing basis. Affiliated with Dimensional Investing and a NAPFA-registered Financial Advisor, Continuum Wealth Management offers a free no-obligation consultation for prospective clients to divulge their own personal stories and learn how Continuum can craft an effective financial plan to meet each client's respective goals.

Scottsdale, AZ(480) 296-2066

Website

Elliot Financial Group, Inc.

Elliot Financial Group, Inc., in Glendale, AZ, is a financial planning and advising firm that serves the greater Phoenix metropolitan area. Founded in 2001, the husband and wife team assist retirees, individuals, and small businesses with the goal of financial stability. Highlights of the Elliots' services include retirement planning, estate planning, tax management, and risk management. In addition, financial advisor Todd Elliot teaches several courses that include "The Truth About Life Insurance and Annuities" and "A Confident Financial Future." Previous clients praise Elliot Financial Group, Inc., for its trustworthiness and informative atmosphere. The firm is accredited by both the Better Business Bureau and the National Ethics Bureau.

Glendale, AZ(623) 334-3700

Website

Fitzgerald Wealth Management, LLC

Fitzgerald Wealth Management, LLC, in Scottsdale, AZ, is a wealth management and financial planning firm that serves the greater Phoenix metropolitan area. John D. Fitzgerald heads the firm with over two decades of financial planning experience, and the firm provides wide-ranging services like charitable giving, asset transfers, investment planning, retirement planning, IRAs, and banking help among other services. With over 23 years of experience at four separate firms and 17 state licenses, John D. Fitzgerald provides clients with a wealth of financial knowledge in order to achieve financial stability.

Scottsdale, AZ(480) 947-5300

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Foothills Financial Planning

Foothills Financial Planning in Phoenix, AZ, is a financial planning and advisory firm started in the Ahwatukee Foothills that serves the greater Phoenix metropolitan area. A licensed Investment Advisor, Foothills Financial Planning is held to a fiduciary standard and works hard to help clients achieve financial success and well-being. Services at Foothills Financial Planning include investments, risk management, and retirement planning among others, and the firm gives clients access to the Foothills Financial Dashboard for a clean, organized, hub to track spending and budgeting concerns. Led by Wealth Management Principal and President Kevin O'Reilly, the advisory team at Foothills Financial Planning is affiliated with the National Association of Personal Financial Planners, the Financial Planning Association, and the Garrett Planning Network.

Phoenix, AZ(480) 445-9072

Website

Fullerton Financial Planning

Fullerton Financial Planning in Peoria, AZ, is a financial advising firm founded by Stephanie Fullerton, who has been considered one of the top 100 Businesswomen of Arizona since 2011 and who was selected as a finalist for the National Advisor of the Year in 2011. Additionally, Fullerton has been named a member of the Million Dollar Round Table, which is known as the Premier Association of Financial Professionals. With the mission of bringing clients to financial stability and independence, Fullerton Financial Planning offers services that include Wealth Accumulation, Asset Management, Medicare, Tax Planning, Retirement Planning, and more. The group supports several charitable organizations in the local community, including the Make A Wish Foundation, Phoenix Children's Hospital, and Hands Giving Hope. Fullerton can be heard on KTAR on Sundays at 12:00 PM or KFYI on Sundays at 1:00 PM and seen on CBS5 TV on Sundays at 9:30 AM, after Face the Nation.

Peoria, AZ(623) 974-0300

Website

LifeTyme Financial LLC

LifeTyme Financial LLC in Phoenix, AZ, is a financial advising firm serving business owners and individuals in the greater Phoenix metropolitan area. The advisors at LifeTyme Financial boast a combined experience of over 40 years and help provide life insurance, asset management, college funding plans, retirement, estate planning strategies and more for individuals and families. In addition, the advisors at LifeTyme work to provide an array of corporate solutions to businesses, including tax planning strategies, executive compensation programs, and business continuation plans. Previous clients praise the firm's ability to keep customers in the loop and informed, and for the success of their financial strategies.

Phoenix, AZ(602) 774-4735

Website

Paramount Wealth Management

Paramount Wealth Management in Phoenix, AZ, is an independent financial planning firm that serves the greater Phoenix metropolitan area. The advisors at Paramount Wealth Management have well over fifty years of financial planning experience and the firm is one of Ed Slott's Elite IRA Advisor Groups. The financial services at Paramount Wealth Management are centered around building trustworthy, lifelong relationships with clients, an advanced investment planning approach, and solid, principled investment counseling. The firm implements a unique five-step approach to financial planning that is designed to pinpoint clients' goals, develop and think through the implications of those goals, educate the client on financial principles, and arrive at a customized financial plan to suit each client's needs.

Phoenix, AZ(517) 787-4444

Website

Phoenix Financial Group, Ltd.

Phoenix Financial Group, Ltd., in Peoria, AZ, is a firm of Investment Adviser Representatives with National Planning Corporation that serves the greater Phoenix metropolitan area. Advisors at Phoenix Financial Group, Ltd., provide services that include retirement planning, college planning, estate planning, tax-advantaged investing, Medicare supplements, and a host of other financial services like insurance. Dedicated to professional, consistently excellent service to clients and their families, the advisors at Phoenix Financial Group, Ltd., strive to develop and implement individualized personal wealth accumulation and management strategies. The firm is well-versed in the local financial scene, having served the surrounding areas of the northwest valley communities since 1996.

Peoria, AZ(623) 933-1511

Website

ProFocus

ProFocus in Phoenix, AZ, is a financial planning and advising firm that serves the greater metropolitan area. Working at ProFocus, Certified Financial Planner Michael M. Smith has been recognized as one of America's Top Financial Planners by the Consumers' Research Council of America and boasts over three decades of experience in the field. ProFocus partners with Charles Schwab to provide customers with wealth management, retirement planning, and general financial advising. Depending on clients' personal situations, ProFocus offers two general approaches to financial planning: Living Trust and Family Limited Partnership. Whether clients need asset management, portfolio control, or tax planning, ProFocus is happy to provide the necessary services for financial independence.

Phoenix, AZ(480) 598-9960

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Strategy Financial Group

Strategy Financial Group in Phoenix, AZ, is a comprehensive retirement and financial planning firm that serves the greater Phoenix metropolitan area via additional offices in Peoria, Tucson, and Oro Valley. Accredited by the Better Business Bureau, Strategy Financial Group was founded by financial advisors with over twenty-five years of experience in the field of financial planning. Associates at Strategy Financial Group have helped thousands of clients to achieve financial stability and independence, and the firm offers services in wealth management, insurance and annuities, and the planning of estates, taxes, and mortgages.

Phoenix, AZ(602) 343-9301

Website

Wealth Engineering

Wealth Engineering in Glendale, AZ, is a Registered Investment Advisor that assists clients in the greater Phoenix metropolitan area. Founded by Phoenix native Dave Fernandez, Wealth Engineering offers investment management services like asset allocation, global diversification, preservation of capital, and minimizing of taxes. In addition, the firm financial planning services like preparation for college funds, risk management, and analysis of net worth. A graduate of Arizona State University, David J. Fernandez has previously managed over $80 million worth of assets with The Vanguard Group and is a former director of the Financial Planning Association. In addition to serving clients, Fernandez participates in public outreach programs like The Arizona Republic's Money Line and the Financial Planning Association's Financial Planning Week. The firm is certified by the Certified Financial Planner Board of Standards, Inc., and is a member of the National Association of Personal Financial Planners.

Glendale, AZ(480) 296-2042

Website

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