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 69 47 16

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

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

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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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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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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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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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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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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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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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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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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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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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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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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