Expertise.com

2024

Last updated:

Best Financial Advisors in Tempe

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

53Reviewed

37Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Tempe, AZ
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Tempe, AZ

Why choose this provider?

Need help contacting a Financial Advisor in Tempe? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
7517 South McClintock Drive, Tempe, AZ 85283
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2131 East Broadway Road, Tempe, AZ 85282
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

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.

Website
2141 East Broadway Road, Tempe, AZ 85282
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1255 West Rio Salado Parkway, Tempe, AZ 85281
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
5016 South Ash Avenue, Tempe, AZ 85282
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4515 South McClintock Drive, Tempe, AZ 85282
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (67)

Website
7581 South Willow Drive, Tempe, AZ 85283
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
60 East Rio Salado Parkway, Tempe, AZ 85281
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Website
8950 South 52nd Street, Tempe, AZ 85284
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
350 West Washington Street, Tempe, AZ 85281
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.7
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1095 West Rio Salado Parkway, Tempe, AZ 85281
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (18)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

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.

  • Is there an individual income tax in Tempe, AZ?

    There is an individual income tax in Tempe, AZ. Full-year residents are subject to taxation on all income you earn, regardless of its source, including earnings from another state while part-year residents' earnings while being an Arizona resident are subject to Arizona tax. For nonresidents, any income produced from Arizona sources is subject to Arizona tax. It's recommended to consult with a financial advisor to help you develop a strategic plan for your finances and tax liabilities.

  • How can you apply for a business license in Tempe?

    Tempe does not require a General Business License for operating a business. However, depending on the nature of your business activities, you may need to obtain specific licenses to comply with local regulations. Two common licenses that may be applicable are the Transaction Privilege Tax License and the Tempe Regulatory License.

  • How can you protect yourself from financial fraud and scams in Tempe?

    There are several ways to protect yourself from financial fraud and scams in Tempe. For instance, you should void sharing sensitive details like your Social Security number, bank account numbers, or credit card information. You should also stay up to date with the latest scams and fraud trends by conducting research, and protect your online presence by following best practices for cybersecurity. Additionally, always monitor your financial transactions and report instances that seem out of the ordinary.

  • What is the average credit score in Tempe?

    The average credit score in Tempe is 667, which is slightly lower than the national average of 716 from the Fair Isaac Corporation. Credit scores play an important role in your long-term financial goals. Seeking guidance from a financial advisor can help you identify ways to boost your credit scores.

  • What is an individual retirement account in Tempe?

    An IRA or individual retirement account is a specialized savings account designed to help individuals save for retirement while enjoying tax advantages. In general, financial experts require saving around 85% of your pre-retirement income to ensure a much more financially secure retirement. Seeking professional advice in Tempe can assist you in making informed decisions about your specific financial situation.

  • 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.