Laurels

Best Financial Advisors in Phoenix
2021

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 383 239 24

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

SmartAdvisor by SmartAsset FEATURED Expertise.com

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.

Phoenix, AZ

Website

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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