Expertise.com

2024

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Best Financial Advisors in Scottsdale

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Scottsdale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

72Reviewed

50Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

16427 N Scottsdale Rd, Suite 350, Scottsdale, AZ 85254
WebsiteLicense: 135081

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Review Sources

Google
5.0 (1)

Why choose this provider?

Intelligent Capitalworks is a Scottsdale-based fee-only wealth management firm. Its wealth management advisors have been advising individuals and families with risk and investment management and retirement, tax, estate and charitable planning services since 2005. Guided by multi-disciplinary skillsets and over 100 years of combined experience, the team helps each client build and manage a family wealth management plan. Intelligent Capitalworks serves all clients as a fiduciary and is CEFEX-Certified annually to a global fiduciary standard.

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Charitable Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Scottsdale, AZ
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

18700 Hayden Rd #470, Scottsdale, AZ 85255

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Review Sources

Yelp
3.0 (8)

Why choose this provider?

Trajan Wealth serves individuals, families, and business owners in Scottsdale. It offers financial advisory and wealth management services, as well as investment annuity products. The team comprises fiduciary financial consultants and lawyers handling tax preparation and planning, Social Security strategies, and trust management. Its members also manage income, retirement, and 401(k) plans and help entrepreneurs reduce tax liability through deductions and incentives. Kent Phelps, the co-founder, has over 25 years of estate planning experience. He has appeared on Fox News, NBC News, and ABC News.

Attorney Information

Attorney NameBar StatusExperience
Angela GilloonActive2 yrs

21090 North Pima Road, Scottsdale, AZ 85255

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Review Sources

Google
5.0 (7)
Facebook
5.0 (5)
Yelp
5.0 (3)

Why choose this provider?

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.

  • Estate Planning

20645 North Pima Road, Scottsdale, AZ 85255

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Review Sources

Google
5.0 (5)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

8501 East Princess Drive, Scottsdale, AZ 85255

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Review Sources

Google
5.0 (6)
Yelp
3.0 (2)

Why choose this provider?

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.

  • Retirement Planning

14500 North Northsight Boulevard, Scottsdale, AZ 85260

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Review Sources

Yelp
3.5 (22)
Google
5.0 (15)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

7001 North Scottsdale Road, Scottsdale, AZ 85253

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Review Sources

Facebook
4.6 (51)
Google
5.0 (2)
Yelp
4.5 (2)

Why choose this provider?

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.

  • Retirement Planning
  • Tax Planning

8777 North Gainey Center Drive, Scottsdale, AZ 85258

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

7702 East Doubletree Ranch Road, Scottsdale, AZ 85258

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Why choose this provider?

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.

  • Estate Planning
  • Tax Preparation
  • Tax Planning

7033 East Main Street, Scottsdale, AZ 85251
WebsiteLicense: 169248

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

6720 North Scottsdale Road, Scottsdale, AZ 85253

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

8550 East Shea Boulevard, Scottsdale, AZ 85260

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

9590 East Ironwood Square Drive, Scottsdale, AZ 85258

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

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

9375 East Shea Boulevard, Scottsdale, AZ 85260

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

5134 North Central Avenue, Phoenix, AZ 85012

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Why choose this provider?

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.

  • Retirement Planning
  • Tax Planning

4300 North Miller Road, Scottsdale, AZ 85251

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

14500 North Northsight Boulevard, Scottsdale, AZ 85260

Expertise.com Rating

Review Sources

Google
5.0 (15)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4111 N Drinkwater Blvd, Scottsdale, AZ 85251

Expertise.com Rating

Review Sources

Google
5.0 (27)

Why choose this provider?

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®.

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is a "fee-only" financial advisor, and what are the advantages of hiring one in Scottsdale?

    A fee-only financial advisor assists individuals in enhancing their investment assets by developing strategies to help meet their financial objectives and life goals. The term "fee-only" indicates that the advisor's income source comes directly from clients through hourly fees, retainers, or a percentage of managed assets. In Scottsdale, this remuneration model encourages a service provision that is wholly client-oriented, thereby aligning the advisor's interests with those of the client.

  • What is the concept of the "pay yourself first" strategy, and how can individuals in Scottsdale benefit from it?

    The "pay yourself first" strategy is a fundamental principle in solid financial management. It involves immediately diverting a portion of one's income into savings before covering other expenses. This technique can benefit individuals in Scottsdale by ensuring they always have funds for future needs or emergencies. It avoids the potential dilemma of having no money left to save after meeting all monthly bills, thereby encouraging a consistent savings habit and fostering financial security.

  • What measures should individuals in Scottsdale take to ensure they are adequately preparing for retirement?

    Considering economic changes, inflation, and personal circumstances, individuals in Scottsdale should periodically reassess their retirement preparedness. As a guide, it's wise to allocate 15% of gross salary—after tax and before any employer matching—to a retirement fund like a 401(k) or IRA. Online pre-retirement calculators could also aid in understanding their preparation status and enhance their future retirement prospects.

  • What are the advantages of hiring a Certified Financial Planner or CFP in Scottsdale?

    Individuals in Scottsdale looking to enhance their financial stability will find great value in engaging a Certified Financial Planner. These experts, distinguished by their exhaustive education, intense training, and commitment to ethical guidelines, exemplify excellence in the financial planning field. The assurance offered by the CFP® certification allows individuals to confide in their skills and moral conduct for proficient financial management, proving them essential allies in securing a sound financial future.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.