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2024

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Best Financial Advisors in Flagstaff, AZ

Our Recommended Top 12

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 Flagstaff Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28Reviewed

21Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Flagstaff, AZ
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Flagstaff, AZ

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Flagstaff? 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.

150 W. Dale Ave. Ste.1, Flagstaff, AZ 86001
WebsiteLicense: 107373

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

TCI Wealth Advisors has been providing investment and financial planning services to clients throughout Flagstaff and its neighboring communities since 1990. Its financial advisors help clients identify their interests, goals, assets, and values to determine the best financial strategy tailored to their specific needs. TCI's approach to wealth management considers investment consulting, estate planning, tax management, and wealth transfer and preservation. The company provides clients with financial education, cash flow strategies, insurance planning, and retirement planning.

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

6486 Highway 179, Ste 111, Sedona, AZ 86351
WebsiteLicense: 4238789

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Wilde Wealth Management Group serves clients in Flagstaff in creating their financial road maps. Its independent advisors work with individuals and families in creating investment plans, helping them in managing portfolios and diversifying assets. They provide risk analysis and protection strategies. Other matters the team helps with are retirement goal setting, college savings, annuities, and legacy planning. CEO Trevor Wilde has been recognized as a top advisor in Barron's Magazine since 2009. In 2021, he obtained the second rank among the advisors in the state.

  • Estate Planning

14155 N. 83rd Ave., Suite 144, Flagstaff, AZ 85381
WebsiteLicense: 155676

Expertise.com Rating

Review Sources

Google
4.4 (36)

Why choose this provider?

Fullerton Financial Planning serves clients in Flagstaff and the surrounding areas. It helps individuals and families achieve financial security through retirement planning, wealth accumulation, asset protection, and estate planning. Its fiduciaries and investment advisors combine investment and insurance products with financial planning to generate supplemental retirement income. Stephanie and Steve Fullerton, who are both investment advisors, established the firm in 2007. Stephanie assists pre-retirees and retirees in the state of Arizona with retirement savings preservation using strategic retirement income planning.

  • Certified Financial Planner (CFP)

809 W Riordan RD, Suite 206,, Flagstaff, AZ 86001
WebsiteLicense: 2928617

Expertise.com Rating

Why choose this provider?

KDI Wealth Management offers a customized financial roadmap helping achieve the goals of Flagstaff-based clients. Its specialists help clients understand the difficulties of investing and planning by simplifying complex financial jargon and investment possibilities. They design a strategy that supports critical components of retirement income, including allocation of investments and withdrawal strategy, selection techniques for Social Security, Medicare and health care expenses planning, and hobbies and travel funding. President and wealth advisor Kevin Dick holds the Chartered Retirement Plans Specialist designation.

  • Certified Financial Planner (CFP)

1600 West University Avenue Suite 104, Flagstaff, AZ 86001

Expertise.com Rating

Why choose this provider?

Cambium Wealth & Legacy Strategies offers financial-related services in Flagstaff and nearby areas. It caters to individuals, families, business owners, retirees, and philanthropists who need estate preparation solutions. The company helps clients create plans to preserve their wealth and assets. It also provides business retirement and legacy and philanthropy planning assistance. In addition, its agents process life insurance to protect policyholders from financial losses due to unforeseen events. One of the firm's specialists, Tom Taylor, is a CLU and a CFP.

  • Certified Financial Planner (CFP)

2030 W State Rte 89A Suite B2/B, Sedona, AZ 86336
WebsiteLicense: 126918

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

WorthWhile Wealth Council is a boutique company that aims to help individuals and families in Flagstaff attain their financial goals through its financial advisory services. Its financial planners seek to understand clients' wealth-building objectives and unique situations to devise financial plans and strategies that meet their needs. The firm's CPAs, estate planning attorneys, insurance professionals, and eldercare professionals offer asset management, retirement planning, charitable giving, socially responsible investments, and generational wealth planning services.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor

822 N Humphreys Street, Flagstaff, AZ 86001
WebsiteLicense: 2629494

Expertise.com Rating

Review Sources

Google
4.0 (15)
Yelp
4.0 (9)

Why choose this provider?

Vora Financial caters to customers in the Flagstaff metro and the surrounding areas. It helps clients achieve their financial goals by offering estate and investment planning, as well as the development of income strategies and health care programs. It also provides tax management, which involves assessing how many taxable holdings the clients have and leveraging qualified money to pass tax-free cash to their beneficiaries. Dharmesh Vora, the company's founder, brings over 30 years of industry experience. He is a life member of the Million Dollar Round Table.

  • Certified Financial Planner (CFP)

813 N Beaver St, Flagstaff, AZ 86001
WebsiteLicense: 169566

Expertise.com Rating

Review Sources

Google
5.0 (2)
Yelp
5.0 (2)

Why choose this provider?

WT Wealth Management is a team of investment professionals that helps Flagstaff residents achieve their financial goals. They assist clients by developing financial plans, assessing and mitigating risks, implementing strategies, and monitoring progress. They also perform investment solutions such as tactical asset allocation, equity selection, and mathematical model creation. CIO John Heilner has over 30 years of experience in the financial services industry. He worked at ING Mutual Funds and Palo Verde Capital.

  • Certified Financial Planner (CFP)

914 N. San Francisco St., Suite S in the Liberty Square Building, Flagstaff, AZ 86001
WebsiteLicense: 6324277

Expertise.com Rating

Review Sources

Google
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

Strategic Financial Planning serves clients in Flagstaff and nearby areas. It offers a wide range of services, from financial and retirement planning to IRA solutions and wealth transfer. It works with individuals in saving for their retirement, generating retirement income, determining appropriate insurance coverage, and developing strategies to manage their finances. One of the firm's partners is Colin Hughes, a Certified Financial Planner who has been working in the industry for more than 10 years.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

510 North Humphreys Street, Flagstaff, AZ 86001
WebsiteLicense: 713505

Expertise.com Rating

Review Sources

Facebook
5.0 (15)
Google
5.0 (1)

Why choose this provider?

Benefit & Financial Strategies, LLC, has been catering to individuals, families, and businesses in Flagstaff and the surrounding areas since 1988. It helps clients achieve financial independence by offering planning services. These include asset management, portfolio analysis, and retirement income plan and design. It also addresses needs concerning annuities, brokerages, college funding strategies, and mutual funds. William G. Morrison, the managing partner, brings more than 40 years of industry experience. He is a Chartered Financial Consultant and a Life Underwriter Training Council Fellow.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Flagstaff, AZFree Consultation
TCI Wealth Advisors
150 W. Dale Ave. Ste.1, Flagstaff, AZ 86001
Wilde Wealth Management Group
6486 Highway 179, Ste 111, Sedona, AZ 86351
Fullerton Financial Planning
14155 N. 83rd Ave., Suite 144, Flagstaff, AZ 85381
KDI Wealth Management
809 W Riordan RD, Suite 206,, Flagstaff, AZ 86001
Cambium Wealth & Legacy Strategies
1600 West University Avenue Suite 104, Flagstaff, AZ 86001
WorthWhile Wealth Council
2030 W State Rte 89A Suite B2/B, Sedona, AZ 86336
Vora Financial
822 N Humphreys Street, Flagstaff, AZ 86001
WT Wealth Management
813 N Beaver St, Flagstaff, AZ 86001
Strategic Financial Planning
914 N. San Francisco St., Suite S in the Liberty Square Building, Flagstaff, AZ 86001
Benefit & Financial Strategies, LLC.
510 North Humphreys Street, Flagstaff, AZ 86001

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.

  • What is the importance of cash flow projections for individuals in Flagstaff?

    Cash flow projections greatly improve financial decision-making for Flagstaff residents. Such insights enable them to identify disparities between current and desired financial statuses. These projections are equally crucial for ordinary people and business owners, integrating variables such as tax planning and investment strategies effortlessly. However, to provide real results, the goal of these predictions must be clearly specified from the start.

  • What are the benefits of engaging a financial advisor in Flagstaff?

    Financial advisors in Flagstaff offer individuals a personalized pathway to realize their financial goals. They are experts in wealth stewardship, encompassing investing, retirement readiness, education savings, and preparation for unforeseen circumstances. Utilizing their knowledge of tax legislation and insurance, they propose techniques to minimize financial burdens and safeguard assets. Their ongoing supervision promotes fiscal responsibility and provides clients with peace of mind, enabling them to prioritize other aspects of their lives.

  • Why do Flagstaff residents need an emergency fund?

    Flagstaff residents need an emergency fund to handle unanticipated financial obligations, like sudden home repairs and healthcare costs. The use of an emergency fund may differ from one person to another, but typically, it's not meant for non-essential items or frivolous spending. An emergency fund aids in mitigating the need for high-interest loans, hence preventing debt. Having these funds in place is pivotal in coping with abrupt large expenditures, ultimately fostering a sense of financial security and peace of mind.

  • What should Flagstaff residents consider when hiring a financial planner?

    For Flagstaff residents seeking a financial planner, prioritizing someone with substantial experience, a fiduciary role, and professional designations like CFP is crucial. It's essential to understand the cost structure, potentially favoring fee-only arrangements. Consulting reliable sources like the CFP board, NAPFA, and FINRA's Broker Check can aid in checking a planner's credibility and any filed grievances.

  • 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.