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Laurels

Best Financial Advisors in Tempe
2021

We scored 52 Financial Advisors in Tempe, AZ and Picked the Top 12

Here are the Picks:

Arbor Wealth Management

Intrinsic Wealth Counsel

Johnson Financial Advisors

Legacy Wealth Alliance

Lincoln Investment

Magnificent Life Financial Planning

Maxima Wealth Management

Pinnacle Financial Advisors

Ronald Blue Trust

Summit Financial Solutions

The M Group & Associates

Wealthnest

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tempe 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 52 36 12

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

Arbor Wealth Management

  • Tax Planning

Arbor Wealth Management is a financial advisory firm that utilizes multiple strategies in order to increase the client's financial potential. With more than 25 years of combined experience in the financial services industry, the team of advisors assists clients in building wealth, retirement planning, and minimizing taxes. The firm serves clients in Tempe and the rest of the state. Managing partner Jake Ulrich is an Investor Advisor Representative who has over 10 years of experience working in the banking sector.

Click to Call

7581 South Willow Drive
Tempe, AZ 85283

Website

(480) 818-8300 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Intrinsic Wealth Counsel

  • Certified Financial Planner (CFP)

Intrinsic Wealth Counsel assists residents in Tempe with their financial issues. The firm works with its clients to create long-term financial plans, including income projections, emergency funds, and retirement plans. It also helps clients who are interested in diversifying their investment portfolios and managing their investment taxes. President Neal Van Zutphen also serves as the CFP Board Ambassador for the Phoenix Metropolitan area and previously served at the Financial Planning Association of Greater Phoenix.

Click to Call

1255 West Rio Salado Parkway
Tempe, AZ 85281

Website

(480) 924-5613 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Johnson Financial Advisors

  • Estate Planning
  • Tax Planning

Based in Tempe, Johnson Financial Advisors is an independent financial services firm helping clients with their financial planning concerns. It guides clients in Social Security planning, family planning, wealth management, and investment management. It also assists them with estate analysis, generational transfers, retirement projections, tax projections, and income distribution. Philip Johnson, the president of Johnson Financial Advisors, has been working in the financial services industry since 1976. He has been featured in the Arizona Republic, Arizona Business Gazette, and USA Today.

Click to Call

1095 West Rio Salado Parkway
Tempe, AZ 85281

Website

(602) 242-4000 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Legacy Wealth Alliance

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

Legacy Wealth Alliance is a financial advisory firm that has been servicing clients in the Tempe metro and its surrounding areas for more than 26 years. It advises clients in various financial matters, such as insurance, investment planning, distribution planning, tax planning, and retirement planning. In addition, it looks into clients' entire portfolios and assists them with education funding, ongoing asset and investment management, yearly goal tracking, and estate conservation. Legacy Wealth Alliance personalizes its services to tend to each clients' particular needs.

Click to Call

8950 South 52nd Street
Tempe, AZ 85284

Website

(480) 212-7000 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln Investment

  • Retirement Planning
  • Certified Financial Planner (CFP)

Lincoln Investment is a financial advisory firm that caters to clients in Tempe and the surrounding communities. The firm offers financial advice and planning services for retirees, helping them secure their assets and protect their future. These services include cleaning out their investment closet and retirement readiness assessment. The firm also coordinates with numerous professionals, including accountants and estate planning attorneys. One of its professionals, Adam Pearce, is a Certified Financial Planner who started his career in 1997.

Click to Call

5016 South Ash Avenue
Tempe, AZ 85282

Website

(877) 469-7377 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free initial consultation

Magnificent Life Financial Planning

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Magnificent Life Financial Planning is a local business consisting of financial advisors serving clients in Tempe. The company specializes in financial planning and financial transition planning, assisting people in creating financial life plans aligned with their life goals. By setting up a complimentary introduction meeting, the company's financial advisors allow clients to discuss their thoughts and receive advice and solutions. Magnificent Life Financial Planning can be contacted via phone, email, or through its website.

Click to Call

2131 East Broadway Road
Tempe, AZ 85282

Website

(480) 219-6508 Website

Maxima Wealth Management

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

Maxima Wealth Management is an independent financial advisory firm that caters to business owners, lifestyle investors, and non-traditional families in Tempe and nearby areas. Its services include education, estate, financial, and retirement planning. It also offers investment management services, such as asset allocation, diversification, risk and portfolio design, and tax management. Michelle Lee Wagner, the company founder, is a Certified Financial Planner who holds a master's degree in Business Administration. She has over 20 years of experience in the financial services industry.

Click to Call

60 East Rio Salado Parkway
Tempe, AZ 85281

Website

(480) 947-9969 Website

Pinnacle Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

Pinnacle Financial Advisors is a full-service financial planning and wealth management firm that serves Tempe and the surrounding areas. It caters to retirees and pre-retirees, new investors, business owners, and business professionals. Its services include financial planning, tax efficiency planning, cash flow management, and risk management. The firm also helps clients build and manage their investment portfolios. Pinnacle Financial Advisors has been featured in publications such as the Phoenix Business Journal, AZ Business Magazine, and The Arizona Republic.

Click to Call

2141 East Broadway Road
Tempe, AZ 85282

Website

(480) 641-1315 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ronald Blue Trust

  • Estate Planning
  • Retirement Planning

Ronald Blue Trust is a financial advisory firm that serves families, individuals, and business owners in Tempe. Its team utilizes technical knowledge and biblical wisdom in offering a wide range of services that include retirement plan consulting, investment management, charitable giving strategies development, and cash flow planning. Furthermore, the professionals also assist them in the areas of estate and financial planning. Managing principal Mike Searcy is a Certified Wealth Strategist and Chartered Financial Consultant who has been leading Ronald Blue Trust's Phoenix office since 2001.

Click to Call

350 West Washington Street
Tempe, AZ 85281

Website

(800) 987-2987 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Summit Financial Solutions

  • Retirement Planning
  • Certified Financial Planner (CFP)

Summit Financial Solutions provides its services to families, university professors, and other employees in the Tempe metro. It offers a holistic approach to help clients with their investment allocation and selection analysis, asset management, tax reduction strategies, and estate planning and administration. The company also deals with retirement and protection planning and risk management services. It strives to deliver customized solutions suited to its clients' financial needs. Summit Financial Solutions brings over 100 years of combined industry experience.

Click to Call

7517 South McClintock Drive
Tempe, AZ 85283

Website

(480) 284-6554 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The M Group & Associates

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

The M Group & Associates is a full-service financial management company serving the Tempe metro area and nearby localities. The private wealth management firm assists individuals, entrepreneurs, and corporations in achieving their financial goals by offering products and solutions akin to its clients' needs. Its financial advisors specialize in retirement planning, investment management, education funding, insurance planning, and Social Security planning. The team also helps companies with employee and executive benefits. The company has been serving customers since 2012.

Click to Call

4515 South McClintock Drive
Tempe, AZ 85282

Website

(480) 448-2761 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

67 (Best)

Score Consistency:

Consistent (Best)

Wealthnest

  • Estate Planning
  • Certified Financial Planner (CFP)

Wealthnest is a locally owned and operated wealth management firm that offers financial advice to clients in Tempe. The firm educates clients in using retirement and investment to generate income. Moreover, it handles a variety of insurance solutions to health and long-term care needs. It also provides tax planning services for individuals and business owners. Co-founder Kevin Foster is a Certified Financial Planner and has been in the financial industry for more than 18 years.

Click to Call

5720 West Chandler Boulevard
Chandler, AZ 85226

Website

(480) 699-5275 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 (Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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