Laurels

Best Financial
Advisors in
Phoenix
2020

We scored 373 Financial Advisors in Phoenix, AZ and Picked the Top 14

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Here are the Picks:

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 373 229 14

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.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Alpha Fiduciary

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.

7010 E Chauncey Ln
Phoenix, AZ 85054

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 85253

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 85258

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 85308

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 85254

Website

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.

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.

LifeManaged

The behavioral financial advisors at LifeManaged help Phoenix clients realize their financial goals by understanding how they are affected by family values and spending behaviors. The firm works with individuals and families to establish a spending plan. The company's flexible approach meets its clients' needs as the complexities of their wealth require additional services, including risk management, longevity planning, asset allocation and tax planning, and fiduciary management for exceptionally wealthy families.

5134 N Central Ave Ste 104
Phoenix, AZ 85012

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 85044

Website

Pearl Capital Management

Pearl Capital Management is a financial advisory business serving the Phoenix metro area. It provides comprehensive consultation concerning investment management and financial strategies. This business also provides ongoing fiduciary oversight to help clients achieve long term goals and resolve issues such as debts and problematic investments. Pearl Capital Management also assists with asset allocation and retirement planning. Other areas of expertise include insurance policies and general financial management as well as charitable giving.

4417 N 40th St Ste 300
Phoenix, AZ 85018

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 85044

Website

PSP & Associates Retirement Wealth Strategists

PSP & Associates Retirement Wealth Strategists is a Phoenix-area financial advising firm. The financial management team assists clients with a variety of services, including financial analyses, retirement and investment planning, income planning, and tax strategies. The firm also helps clients plan for social security, long-term care, asset protection, and income security for surviving spouses. Founder and money management advisor Phillis Sax Pilvinis has helped investors achieve their financial retirement goals for more than 19 years.

9220 W Union Hills Dr
Peoria, AZ 85382

Website

Strategy Financial Group

Strategy Financial Group in Phoenix, AZ, is a comprehensive retirement and financial planning firm that serves the greater Phoenix metropolitan area with additional offices in Chandler, Scottsdale, and Tucson. Accredited by the Better Business Bureau and a member of the National Ethics Association, Strategy Financial Group was co-founded by Calvin Goetz, a member of Ed Slott’s prestigious Elite IRA Advisor Group and co-author of Climbing the Retirement Mountain and Getting Safely Down the Other Side. Strategy Financial Group is dedicated to financial education and has helped thousands of families to achieve financial stability and independence. The firm offers services in wealth management, insurance and annuities, and the planning of estates, taxes, social security, and mortgages.

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 85258

Website

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