Best Financial Advisors in Scottsdale

2022

Brighton JonesFEATURED

Brighton Jones is a Scottsdale-based firm that helps individuals with wealth and financial management. Its team consists of professionals specializing in social security strategy and 401(k) plan administration. They are personal CFOs, CPAs, tax lawyers, and retirement plan advisors​ who can help clients with estate planning, annual tax filing, risk management, and fiduciary protection. The firm started its own foundation in 2018, providing its members with the opportunity to use their time, knowledge, and money to give back to the community.

Intelligent CapitalworksFEATURED

• Estate Planning
• Certified Financial Planner (CFP)
• Retirement Planning
• Tax Planning

Intelligent Capitalworks serves families and individuals in Scottsdale and nearby metros. It helps clients achieve financial stability through its selection of wealth management services. The company works closely with customers to develop and plan strategies and provide goal-based, process-guided, and bias-checked advice. Its financial advisors also perform cashflow and client risk DNA analysis, tax-sensitive portfolio management, and investment behavior coaching. Intelligent Capitalworks is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.

SmartAdvisor by SmartAssetFEATURED

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.

Alpha Fiduciary

• Estate Planning
• Retirement Planning
• Tax Planning

Alpha Fiduciary is a wealth management company serving clients in Scottsdale and the surrounding areas. It provides total wealth management, financial planning, investment management, and retirement solutions. Its management process comes with four steps: discovering needs, defining wealth plans, building investment plans, and reviewing wealth plans. Alpha Fiduciary aims to guide clients and keep their wealth plans on track by providing periodic performance reports, ad-hoc portfolio reviews, on-demand reports, family meetings, and educational events and newsletters.

American Retirement Advisors

• Retirement Planning

American Retirement Advisors is a company that has been serving Scottsdale and nearby areas since 2001. Its services focus on cornerstones like long-term care, health insurance, and retirement, life, and legacy planning. The advisory firm also hosts educational workshops on social security, Medicare, and retirement to help families and individuals determine retirement needs. Founder and CEO David P. Schaeffer has been in the industry for over three decades.

Andrew Tuell Lincoln Financial Advisors

Andrew Tuell Lincoln Financial Advisors is a financial services firm serving the Arizona community from Scottsdale. Andrew Tuell is a representative of the Lincoln Financial Advisors Corporations. He has been part of the financial services industry since 2007 and offers private wealth advisory and investment advisory services. Every plan is custom-tailored following a comprehensive analysis. The plans address client concerns about investment planning, retirement planning, and estate planning. Specific planning services for business owners are also available. Business owners can receive advice regarding whether to keep or sell their business. They also receive tax analyses and assistance retaining business value.

Arizona Financial Plan

Arizona Financial Plan is a Chandler-based financial services firm that focuses on financial planning and investment management. The firm is run by Thomas Fischer, a financial planner who has been advising clients for nearly two decades. Each financial plan is based around a client's unique concerns. They include an analysis of daily expenses, current asset allocation, tax efficiency, future income needs, and other aspects of a client's financial health. After this analysis, the firm designs and implements a financial plan. Clients receive regular reports, reviews, and follow-ups regarding the plan's progression.

ARQ Wealth Advisors

• Certified Financial Planner (CFP)
• Retirement Planning

ARQ Wealth Advisors helps Scottsdale clients achieve their desired financial situation through strategic planning and expert guidance. The fiduciary firm utilizes a team-based approach in addressing the client’s situation. It identifies the client’s retirement and financial goals in building a customized financial plan. The firm’s wealth management includes portfolio management, periodic review, and tax-efficient strategy. Likewise, its investment management service encompasses investment and retirement accounts strategies. ARQ Wealth Advisors has over $384 million assets under management.

AXIOM Financial Advisory Group LLC

AXIOM Financial Advisory Group is an independent financial services firm located in Scottsdale. Typical clients include business owners, professionals, corporate executives, pre-retirees, and retirees. The firm's main areas of focus are in creating and managing financial plans and investment portfolios. Specific services include wealth preservation, insurance and risk management, estate planning, wealth preservation, and tax planning for individuals and businesses. Tax plans involve investments in life insurance, annuities, qualified plans, and oil companies to reduce overall tax burdens. Both Armando Roman and Thomas Marki are Certified Public Accountants. Armando is the wealth manager, while Thomas is a financial advisor.

Bay Street Capital Holdings

Bay Street is a black-owned business founded in Palo Alto that also serves clients in Scottsdale. It handles wealth management and investment advisory services. Additionally, it provides financial planning solutions for individuals and families. Its founder, William Huston, is an Accredited Investment Fiduciary and serves as the Bay Area President for the National Association of Securities Professionals. Additionally, Bay Street's Director of Planning, Ekenna Anya-Gafu, is a Certified Financial Planner. The company's team also holds several accredited designations, including CFA®, CFP®, AIF®, and AAMS®.

Bayntree Wealth Advisors

• Retirement Planning
• Tax Planning

Bayntree Wealth Advisors is a financial advisory and wealth management firm catering to clients in Scottsdale. It offers a range of risk management solutions, including life insurance planning, social security planning, and retirement income maximization strategies. Additionally, the firm provides guidance on asset protection and tax strategies. Its founder, Andrew Rafal, is a member of the National Association of Insurance and Financial Advisors and Ed Slott's Elite IRA Advisor Group. He has been in the industry for almost 15 years.

Harris Investment Advisors LLC

Harris Investment Advisors is an independent investment advisory firm based in Scottsdale. The company offers a comprehensive suite of financial services. For health and well being, clients have access to life insurance, disability insurance, long term care insurance, Medicare supplements, and health insurance options. Retirement plans address business succession planning, management of 401(k) plans, buy and sell agreements for businesses, and corporate-owned life insurance policies. Business owners also receive growth planning and employee benefits solutions like 401(k) plans, group health plans, asset protection, and key man insurance. Legacy planning services include tax management and estate planning.

IQ Wealth Management

• Estate Planning
• Tax Preparation
• Tax Planning

IQ Wealth Management helps Scottsdale residents to prepare for their retirement. The firm uses a proprietary bucketing system that simplifies the retirement plan and guides clients in allocating their assets properly. It also offers a wide range of financial planning services such as income planning, tax planning, wealth accumulation, asset protection, and long-term care protection. Founder Steve Jurich has over 20 years of experience and is the author of Amazon-best seller "Smart is the New Rich," a worry-free perspective on financial independence.

Jackson Roskelley Wealth Advisors

• Estate Planning
• Certified Financial Planner (CFP)
• Tax Preparation

Jackson Roskelley Wealth Advisors serves women investors, business owners, and senior executives in Scottsdale. Founded in 1994, the practice offers financial strategies to balance insurance, investment, and estate and tax planning decisions. Women investors are assisted in investment management, banking and lending solutions, insurance and annuities, wealth transfer, and risk management. The firm helps with tax efficiency, cash flow, and retirement and estate planning for business owners. Senior executives are guided in making decisions related to deferred compensation plans and restricted stock.

LifeManaged

• Retirement Planning
• Tax Planning

LifeManaged is an independent financial planning and life management firm that has been serving the residents of Scottsdale and the surrounding areas for more than 40 years. Its financial services include values and behavior analysis, asset allocation and tax planning, risk management, and spending plan creation. The firm also assists clients with investment management and retirement planning. Director of planning Ben Fredlake has been working in wealth management for more than a decade. He is a Certified Financial Planner.

Mercer Advisors

• Certified Financial Planner (CFP)

Mercer Advisors is a Scottsdale-based financial planning firm. It provides a wide range of services, including investment management, tax planning, estate planning, retirement planning, and insurance solutions. Kendrick Mercer, the founder of the firm, established the business as a law firm offering estate planning services. In 1985, he launched the firm as an investment advisory business. In 2019, Mercer Advisors was named one of the Top Financial Advisers by Financial Times.

MPB Wealth Management

• Certified Financial Planner (CFP)

MPB Wealth Management is a financial planning firm serving Scottsdale and the neighboring communities. It provides personal financial planning services, including cash flow and contingency planning, investment planning, retirement planning, and tax-efficient investment planning. The firm also offers services for businesses, such as estate analysis, investment planning, and asset accumulation management. Principal of the firm Michael Black is a lecturer on financial topics locally, nationally, and internationally. He has been featured in various publications, including Forbes Money and the Wall Street Journal.

Scottsdale Wealth Planning

• Certified Financial Planner (CFP)

Scottsdale Wealth Planning is a financial advisory firm that serves the metro and the surrounding communities. It caters to different types of clients, including business owners, doctors, entrepreneurs, and engineers. It helps individuals achieve their financial and retirement goals by offering wealth planning services. It works in a three-step process that includes the discovery meeting, plan presentation and mutual commitment, and the 45-day follow-ups and meetings. Paul Ohanian, the firm's CEO, is a Certified Financial Planner with over 30 years of experience.

Silverhawk Private Wealth

• Estate Planning

Silver Hawk Private Wealth serves Scottsdale and nearby areas. This wealth management firm offers asset protection and management, tax advisory, benefits consulting, and medical financial advisory services. Its team helps reduce taxable income, increase capital within the business, and preserve net worth. Silver Hawk Private Wealth works with different kinds of clients such as high-net-worth individuals, physicians, tax lawyers, and CPAs. Its executive team consists of Paul J. Mershon and Joe Laux, who are both Certified Financial Planners. Joe is also a Certified Exit Planning Advisor.

Strategic Wealth Advisors

• Certified Financial Planner (CFP)

Strategic Wealth Advisors is a family-owned business based in Scottsdale. It offers customized and personalized services for its clients, from overall financial education to investment management and wealth management. It also provides services such as retirement planning, estate, trust and charitable planning, life transition consulting, and cash flow planning and budgeting. Strategic Wealth Advisors was founded by Laurie Bagley in 1998. Prior to this, Bagley served as a senior portfolio manager and vice-president at JP Morgan.

Summit Wealth Group

• Certified Financial Planner (CFP)

The Summit Wealth Group caters to the Scottsdale community's financial planning and investment management needs. Its financial advisors also handle retirement planning, college planning, lifestyle coaching, risk management, and estate planning. Its team also offers advisory services, cash flow strategy, and tax planning for businesses. Summit Wealth Group's Scottsdale branch was founded by Randy Morris in 2014. He was recognized by Forbes Magazine as one of Arizona's best in-state wealth advisors for four straight years, from 2018 to 2021.

Trajan Wealth

Trajan Wealth has offices in Salt Lake City, Tucson and Scottsdale. The firm offers comprehensive wealth management services and investment annuity products. Typical services include tax preparation and planning, Social Security strategies, retirement planning, income planning, 401(k) planning, trust management, will execution, and insurance options. The wealth management plans address stock and bond management, annuities, income planning, estate planning, deeds, and 401(k) planning for business owners. The firm offers tax preparation and planning solutions to business owners to reduce tax liability through deductions and incentives.

Wealth Management Solutions

• Estate Planning
• Certified Financial Planner (CFP)

Wealth Management Solutions is a Scottsdale-based financial advisory firm that provides fiduciary financial planning and investment services to families, retirees, business owners, and corporate executives. It evaluates various types of insurance and handles risk management procedures. It works with CPAs to develop and implement tax strategies. The company handles estate planning by coordinating beneficiary designations, handling legal documents, and implementing its clients' charitable goals. It also designs strategies using investment processes and principles backed by research and testing by four Nobel prize winners in Economics.

WealthPlan Advisors

• Certified Financial Planner (CFP)
• Retirement Planning

Wealthplan Advisors is an independent registered investment advisory firm based in Scottsdale that serves corporations and individuals across five states. The main areas of concentration for individuals are wealth management, financial planning solutions, and retirement income management. Corporations can avail themselves of employee benefits package designs, including 401(k), 403(b), defined benefit, and non-qualified retirement plans. Company principal Rick Horton is a Certified Financial Planner and an investment consultant who has been part of the financial services industry since 1985.