Best Financial Advisors in Phoenix

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.

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.

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.

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.

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.

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.

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.

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.'

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.

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.

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.

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.

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.

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.

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.

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.