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Best Financial Advisors in Phoenix

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2023
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CorePath Wealth Partners Phoenix logo
FEATURED
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CorePath Wealth Partners Phoenix

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7114 East Stetson Drive, Scottsdale, AZ 85251
  • Business Financials management
  • Tax & Accounting Resources
  • Risk Solutions
  • Investment Management
  • Wealth Management

Business Description

A family office providing concierge-level services, CorePath Wealth Partners is a four-time consecutive winner of the Five Star Wealth Manager award and has also been featured in Drug Topics Magazine as well as on AZ Channel 7. CorePath serves the Phoenix metro areas, with two other offices located in Denver and Minneapolis. CorePath aims to excel in assisting clients with wealth management, investments, taxes and accounting, risk and insurance solutions, and business management. CorePath also focuses acutely on women’s financial education and elevation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Intelligent Capitalworks logo
FEATURED
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License Verified:

License: 801-64460

Investment Adviser Public Disclosure Database, SEC

Call for quote

Intelligent Capitalworks

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16427 N Scottsdale Rd, Suite 350, Scottsdale, AZ 85254
  • Wealth Management
  • Investment Strategies
  • Accredited Investment Fiduciaries
  • Pre-Retirement Planning
  • Financial Planner

Business Description

Intelligent Capitalworks serves individuals and families in Phoenix. The wealth management firm assists with investment management and retirement, incapacity, and estate planning. Its financial planners tackle multiple aspects of the client's finances, from cash flow and taxes to charitable giving. They guide clients in identifying their goals and implementing strategies to accumulate enough wealth to support them. The firm is a certified fiduciary by the Centre for Fiduciary Excellence, LLC. Founder Vincent Rossi is a Certified Financial Planner.

License Verified:

License: 801-64460

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Farnam Financial logo
FEATURED
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License Verified:

License: 306180

Investment Adviser Public Disclosure Database, SEC

Free consultation

Farnam Financial

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2415 E Camelback Rd Ste 700, Phoenix, AZ 85016
  • Portfolio Management
  • Tax Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

Farnam Financial is an fee-only fiduciary investment advisory firm that serves clients who are in retirement or nearing it. It provides various wealth management services, including financial and tax planning and portfolio management. It serves clients in Phoenix and throughout Arizona. Founder and wealth advisor Jonathan Bird is a Certified Financial Planner and the author of Income on Demand

License Verified:

License: 306180

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Price: Free consultation

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Phoenix, AZ
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Alpha Fiduciary logo
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Alpha Fiduciary

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ARQ Wealth Advisors logo
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ARQ Wealth Advisors

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bayntree Wealth Advisors logo
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Bayntree Wealth Advisors

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ellen Dean logo
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Ellen Dean

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fitzgerald Wealth Management, LLC logo
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Fitzgerald Wealth Management, LLC

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
FocalPoint Wealth Management logo
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FocalPoint Wealth Management

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Foothills Financial Planning logo
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Foothills Financial Planning

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hatton Consulting logo
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Hatton Consulting

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

Business Description

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.'

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LifeManaged logo
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LifeManaged

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Preferred Wealth Management logo
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Preferred Wealth Management

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ProFocus logo
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ProFocus

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategic Wealth Designers logo
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Strategic Wealth Designers

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9220 W Union Hills Drive, Suite 101, Peoria, AZ 85382
  • Estate Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategy Financial Group logo
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Strategy Financial Group

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (9)
TFO Phoenix logo
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TFO Phoenix

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wealth Engineering logo
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Wealth Engineering

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wealth Management Solutions logo
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Wealth Management Solutions

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

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail