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Best Financial Advisors in Tempe

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Arbor Wealth Management logo

Arbor Wealth Management

7581 South Willow Drive, Tempe, AZ 85283
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  • 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.

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Intrinsic Wealth Counsel logo

Intrinsic Wealth Counsel

1255 West Rio Salado Parkway, Tempe, AZ 85281
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  • 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.

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Johnson Financial Advisors logo

Johnson Financial Advisors

1095 West Rio Salado Parkway, Tempe, AZ 85281
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  • 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.

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Legacy Wealth Alliance logo

Legacy Wealth Alliance

8950 South 52nd Street, Tempe, AZ 85284
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  • 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.

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Lincoln Investment logo

Lincoln Investment

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

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.

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Magnificent Life Financial Planning logo

Magnificent Life Financial Planning

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

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.

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Maxima Wealth Management logo

Maxima Wealth Management

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

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.

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Pinnacle Financial Advisors logo

Pinnacle Financial Advisors

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

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.

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Ronald Blue Trust logo

Ronald Blue Trust

350 West Washington Street, Tempe, AZ 85281
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  • 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.

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Summit Financial Solutions logo

Summit Financial Solutions

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

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.

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The M Group & Associates logo

The M Group & Associates

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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