Best Financial Advisors in Phoenix

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Alpha Fiduciary logo

Alpha Fiduciary

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

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ARQ Wealth Advisors logo

ARQ Wealth Advisors

14500 North Northsight Boulevard, Scottsdale, AZ 85260
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Bayntree Wealth Advisors logo

Bayntree Wealth Advisors

7001 North Scottsdale Road, Scottsdale, AZ 85253
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

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.

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Continuum Wealth Management logo

Continuum Wealth Management

7337 East Doubletree Ranch Road, Scottsdale, AZ 85258
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  • 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.

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Dynamic Wealth Advisors logo

Dynamic Wealth Advisors

2415 East Camelback Road, Phoenix, AZ 85016
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  • Certified Financial Planner (CFP)
  • Tax Planning

Dynamic Wealth Advisors is a community of financial professionals with more than 80 firms across its network. It provides portfolio management and financial planning services to clients in Phoenix. The company offers services such as ongoing monitoring for cash deposits and withdrawals, handling of regulatory documentation for investment management, and managing position exclusions for legacy or tax considerations. Jim Cannon, the CEO and founder of Dynamic Wealth Advisors, has been in the financial services industry for over 25 years.

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Ellen Dean logo

Ellen Dean

1118 East Missouri Avenue, Phoenix, AZ 85014
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  • Certified Financial Planner (CFP)

Ellen Dean is a Certified Financial Planner serving the residents of Phoenix. An affiliate of Raymond James Financial Services, Inc., Ellen offers client education in the areas of investments and financial plans and carries a variety of products, such as mutual funds, life insurance, and certificates of deposits. She also provides estate planning assistance, coordinating with tax advisors and attorneys for the necessary documents. Ellen has been working as an investment advisor representative since 1997.

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Elliot Financial Group, Inc. logo

Elliot Financial Group, Inc.

Glendale, AZ 85308
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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.

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Fitzgerald Wealth Management, LLC logo

Fitzgerald Wealth Management, LLC

7010 East Acoma Drive, Scottsdale, AZ 85254
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  • Private Wealth Advisor
  • Retirement Planning

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.

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FocalPoint Wealth Management logo

FocalPoint Wealth Management

20860 North Tatum Boulevard, Phoenix, AZ 85050
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Foothills Financial Planning logo

Foothills Financial Planning

4425 East Agave Road, Phoenix, AZ 85044
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Foothills Financial Planning is a financial advisor serving clients in Phoenix and nearby areas. The company offers a wide range of services, such as portfolio rebalancing, initial investment recommendations, investment management, and housing review. The company was founded by Kevin O’Reilly whose goal was to provide families, individuals, and business owners with customized investment management and financial planning based on their needs. The company has a financial calculator that clients can readily access on the website.

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Fullerton Financial Planning logo

Fullerton Financial Planning

Phoenix, AZ 85381
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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.

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Hatton Consulting logo

Hatton Consulting

5090 North 40th Street, Phoenix, AZ 85018
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  • Retirement Planning

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.'

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LifeManaged logo

LifeManaged

5134 North Central Avenue, Phoenix, AZ 85012
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  • Certified Financial Planner (CFP)

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.

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LifeTyme Financial LLC logo

LifeTyme Financial LLC

Phoenix, AZ 85044
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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.

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Montebello Avenue logo

Montebello Avenue

2801 East Camelback Road, Phoenix, AZ 85016
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  • Certified Financial Planner (CFP)

Montebello Avenue is a financial advisory firm that serves the residents of Phoenix and the surrounding areas. It helps clients protect and grow their wealth through services such as financial planning, financial supervision and guidance, and investment portfolio design and management. Founder Robinson Crawford is a member of the National Association of Personal Financial Advisors and the XY Planning Network. Montebello Avenue has been featured in publications such as The New York Times, The Wall Street Journal, and CNN Business.

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Pearl Capital Management logo

Pearl Capital Management

4417 N 40th St Ste 300, Phoenix, AZ 85018
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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.

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Phillis Sax Pilvinis & Associates Inc. logo

Phillis Sax Pilvinis & Associates Inc.

9220 West Union Hills Drive, Peoria, AZ 85382
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  • Estate Planning

Phillis Sax Pilvinis & Associates Inc. 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.

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Preferred Wealth Management logo

Preferred Wealth Management

1202 East Maryland Avenue, Phoenix, AZ 85014
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  • Certified Financial Planner (CFP)

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.

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ProFocus logo

ProFocus

5010 Warner Road, Phoenix, AZ 85044
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  • Certified Financial Planner (CFP)

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.

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Strategy Financial Group logo

Strategy Financial Group

7010 East Chauncey Lane, Phoenix, AZ 85054
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  • Insurance Products
  • Tax Planning

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.

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TFO Phoenix logo

TFO Phoenix

5060 North 40th Street, Phoenix, AZ 85018
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  • Certified Financial Planner (CFP)

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.

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Wealth Engineering logo

Wealth Engineering

7337 East Doubletree Ranch Road, Scottsdale, AZ 85258
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  • Retirement Planning

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.

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Wealth Management Solutions logo

Wealth Management Solutions

8550 East Shea Boulevard, Scottsdale, AZ 85260
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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