Laurels

Best Financial Advisors in Scottsdale
2021

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.

Reviewed Curated Top Picks 70 48 17

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

Brighton Jones - Scottsdale FEATURED Expertise.com

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.

4211 North Marshall Way
Scottsdale, AZ 85251

Website

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

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

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

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

Website

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