Laurels

Best Financial Advisors in Scottsdale

2021

We scored 69 Financial Advisors in Scottsdale, AZ and Picked the Top 16

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: March 24, 2021

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.

Scottsdale, AZ 85251

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(623) 806-0088 Website

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.

Scottsdale, AZ 85226

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(480) 614-6427 Website

ARQ Wealth Advisors

ARQ Wealth Advisors is a fee-only, fiduciary financial services firm that focuses on wealth management. Each advisor has an average of over two decades of experience. The Scottsdale-based firm provides services in the form of the ARQ Wealth Apex and ARQ Wealth Millionaires Club. The Millionaires Club helps younger clients with investment strategies for retirement, diverse investment portfolio options, 401(k) management, management of other employer retirement plans, and regular reviews. The wealth apex services are geared toward nonprofits, businesses, trusts, and individuals. They include portfolio management, quarterly reporting, tax-efficient strategies, portfolio reviews, and as-needed financial planning solutions.

Scottsdale, AZ 85260

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(480) 214-9572 Website

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.

Scottsdale, AZ 85258

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(480) 367-9000 Website

Bay Street Capital Holdings

Bay Street Capital Holdings is a team of financial advisors providing assistance throughout Scottsdale and the surrounding communities. Its professionals offer wealth management and institutional retirement plan consulting services including sponsor and participant support, accountability and transparency, goal and financial planning, and risk assessments. The company's founder and director of institutional services, William Huston, has an Accredited Investment Fiduciary designation and serves as the Bay Area president for the National Association of Securities Professionals.

4111 N Drinkwater Blvd
Scottsdale, AZ 85251

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(650) 781-8880 Website

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.

Scottsdale, AZ 85258

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(480) 659-8380 Website

IQ Wealth Management

IQ Wealth Management is a Scottsdale-based financial planning firm focused on comprehensive retirement planning, 401(k) and IRA rollovers, income planning, annuity intelligence, insurance planning, and investment management. Retirement options address Social Security planning, lifestyle planning, health planning, estate planning, and family planning. Income planning strategies are used to create retirement income while minimizing the asset risk for retirees. Insurance plans include life insurance options with living benefits. Living benefits include tax-free income strategies, insurance coverage for life, and provisions for long-term care.

Scottsdale, AZ 85258

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(480) 902-3333 Website

Jackson/Roskelley Wealth Advisors, Inc.

Jackson/Roskelly Wealth Advisors is a financial services firm located in Scottsdale. The firm's typical services include estate planning, tax planning, retirement strategies, risk management options, and investment management solutions. Each investment strategy takes into account a client's total financial picture, including current assets, debts, and future goals. The risk management services use insurance options to prevent clients from losing their assets should the unexpected happen. Clients can choose life, disability, health, long term care, home, liability, automobile, and estate protection insurance coverage. The firm also creates tax-efficient wealth management strategies by coordinating with a client's tax professionals.

Scottsdale, AZ 85258

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(480) 609-1055 Website

LifeManaged

The financial advisors at LifeManaged educate Scottsdale individuals and families about how to manage their finances and plan for a future with maximized financial growth. The company's services include an analysis of client values and behavior as well as developing a spending plan. The scope of its services may also change to accommodate its clients' situations. Other options offered by LifeManaged include life event consulting and financial independence planning in addition to risk management and asset allocation and tax planning.

5134 N Central Ave Ste 104
Phoenix, AZ 85012

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(602) 931-5043 Website

MPB Wealth Management

MPB Wealth Management is a financial planning firm in Scottsdale. The firm forges long-term relationships with clients and focuses mainly on financial planning and divorce planning. Soon-to-be divorcees can receive a complimentary consultation regarding their situation. Certified Financial Planner Michael Black has been a Certified Divorce Financial Analyst for more than three decades. Today, his firm provides individual financial planning services like cash flow planning, tax planning, retirement planning, investment planning, and contingency planning. Business financial planning includes employee retirement and benefit plans, business planning, acquisitions, and tax planning. The firm also creates and implements employee incentive programs.

Scottsdale, AZ 85251

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(480) 425-0154 Website

Rowland Carmichael Advisors, Inc.

Rowland Carmichael Advisors serves small business owners, individuals, families, and trustees in Scottsdale. The advisors have more than a century of combined experience. For business owners, their wealth management services involve organization, portfolio diversification, risk monitoring, and relationship building. For individuals, their wealth management services focus on growing, preserving, enjoying, and sharing wealth. Trustees receive financial advice with transparent fees, 401(k) and other retirement plan management, education about fiduciary risk, and an ERISA fee analysis. Their wealth management strategies are used by major Arizona-based companies and employers.

Scottsdale, AZ 85253

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(480) 421-2660 Website

Stonegate Capital Advisors

Stonegate Capital Advisors is an independent investment advisory firm headquartered in Scottsdale. The firm's main areas of emphasis include family planning, financial independence, risk management, tax reduction strategies, net worth improvement, legacy planning, and company protection solutions. For individuals and their families, financial planning services include retirement income planning, cash flow and budget analysis, insurance analysis, charitable giving strategies, risk assessments, estate planning, Social Security maximization, tuition funding planning, tax return reviews, and ongoing plan implementation. The business tax planning services cover business entity structures, corporate entity structuring, coordinating with attorneys and CPAs, designing employee retirement plans, and succession planning.

Scottsdale, AZ 85250

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(602) 953-8450 Website

Strategic Wealth Advisors LLC

Strategic Wealth Advisors is a Scottsdale-based, family-owned financial planning and wealth management company. It offers customized, fee-only financial plans that address each aspect of a client's financial health. Plans may include coordinated wealth management, investment management, cash flow planning, budgeting, retirement planning, employee benefits maximization, estate planning, charitable giving strategies, trust planning, education funding strategies, life transition consulting, small business consulting, and multi-generational planning. There are community services to help widows manage their finances. In addition, the firm offers financial coaching resources and financial education to young adults.

Scottsdale, AZ 85260

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(480) 998-1798 Website

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.

Scottsdale, AZ 85258

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(480) 990-3300 Website

Wealth Management Solutions

Wealth Management Solutions is a financial planning firm in Scottsdale. Typical clients are corporate executives, business owners, divorcees, widows, retirees, and select families. All client receives their own customized investment portfolio and plan that addresses portfolio construction, asset locations, low-cost funds, and spending strategies. Their financial planning services cover short-term financial issues like cash flow and budgeting. They also involve estate planning and employee benefits analysis. The firm can design company retirement plans for business owners. These include 401(k)s, profit sharing plans, defined benefit plans, IRAs, individual 401(k)s, and combination plans.

Scottsdale, AZ 85260

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(480) 609-4334 Website

Wealthplan Advisors

Wealthplan Advisors is a Scottsdale-based financial services firm that serves corporations and individuals in Arizona, Utah, Nevada, Tennessee, and Missouri. For individuals, the main areas of concentration are wealth management, financial planning solutions, and retirement income management. Corporations receive employee benefits package designs, including 401(k), 403(b), defined benefit, and non-qualified retirement plans. Wealthplan Advisors is an independent firm that offers options from a wide network of services. Company principal Rick Horton is a Certified Financial Planner and investment consultant who has been part of the financial services industry since 1985.

Scottsdale, AZ 85251

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(480) 505-0234 Website

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