Areas served: Chandler, AZ and surrounding Southeast Valley communities
Chandler's financial services landscape reflects the city's position as Arizona's fourth-largest municipality, with advisors serving diverse client needs from tech sector employees at major employers like Intel and Northrop Grumman to retirees in master-planned communities. The area's growing population and median household income above the state average has attracted both independent RIAs and representatives from national firms. Local advisors commonly specialize in areas including retirement planning for public employees, small business succession planning, and tax-efficient investment strategies relevant to Arizona residents.
Endeavor Advisors LLC is a Phoenix-based financial planning firm led by Certified Financial Planners® with over 20 years of industry experience. They specialize in comprehensive retirement planning, investment management, and tax-efficient strategies for families and businesses, serving 500+ clients. The firm takes a fiduciary approach grounded in Nobel Prize-winning research, focusing on evidence-based investing, diversification, and minimizing fees rather than market-timing tactics.
Asset Preservation Wealth & Tax is a comprehensive financial advisory firm serving Phoenix and surrounding Arizona communities with 28 years of experience managing over $1 billion in client assets. They specialize in retirement planning, wealth management, tax planning, tax preparation, investment management, and estate planning—all integrated under one roof. Their fiduciary advisors create personalized financial strategies and prioritize tax optimization as a core part of comprehensive financial planning.
Creative Planning is an independent wealth management firm serving high-net-worth clients across the Phoenix Valley of the Sun with comprehensive financial planning and advisory services. Their Gilbert office offers investment management, strategic tax planning, estate planning, charitable giving strategies, risk management, and family office services designed to integrate all aspects of your financial life into a customized plan. The team includes multiple CFP-certified wealth managers focused on helping clients achieve long-term financial goals and preserve wealth across generations.
Johnson Financial Advisors is an independent boutique wealth management firm in Tempe founded on providing personalized, fiduciary-standard financial guidance. Led by CFP® professionals Philip O. Johnson (45+ years experience) and Marcus F. Johnson, JFA offers comprehensive wealth management, retirement planning, investment management, tax strategy, estate planning, and insurance advisory services tailored to affluent families and individuals. As independent advisors, they coordinate across all aspects of clients' financial lives—investments, taxes, Social Security, legacy planning, and charitable giving—with a focus on long-term relationships and transparent fee-based structures.
ARQ Wealth Advisors is a fee-only financial advisory firm in Scottsdale serving high-net-worth individuals nationwide. The firm specializes in comprehensive wealth planning, retirement planning, investment management, tax planning, and asset management, with advisors averaging over 15 years of experience and holding multiple certifications. As a fiduciary firm, ARQ prioritizes client interests over commissions and maintains low client-to-advisor ratios (70:1 average) to deliver personalized, team-based financial guidance tailored to each client's unique goals and situation.
Larson Wealth Management is an independent Registered Investment Advisor (RIA) in Mesa specializing in comprehensive financial planning, investment management, and wealth protection for individuals and businesses. Led by Certified Financial Planners™, they offer personalized financial planning, retirement planning, estate planning, tax management, investment management, insurance protection, and business succession planning. As a fiduciary firm with fee-based compensation and a smaller client-to-advisor ratio, they prioritize long-term client relationships and alignment of interests over sales commissions.
Stewardship is a comprehensive financial services firm in Gilbert offering insurance, real estate, and financial consulting to help clients build and protect their wealth. The team combines expertise in property investment, insurance planning, and financial strategy to serve families and business owners throughout the Phoenix area. They specialize in coordinating multiple financial services to create integrated plans tailored to each client's goals.
Martinsen Wealth Management is an independent financial advisory firm in Tempe specializing in retirement planning, wealth management, and estate planning for professionals nearing or in retirement. Led by experienced advisors, the firm takes a holistic, collaborative approach across income strategies, tax efficiency, asset protection, and legacy planning. As an independent firm, they offer access to a wide selection of financial products rather than being limited to a single company's offerings, and emphasize unbiased guidance tailored to each client's unique retirement goals.
J. Martin Wealth Management is a fee-based financial advisory firm with fiduciary responsibility, serving individuals and families across Arizona with a focus on retirement planning, wealth management, and tax strategies. Headquartered in Gilbert with offices in Chandler, Maricopa, Gold Canyon, and Oro Valley, they provide comprehensive services including 401(k) rollovers, income planning, investment management, and tax optimization. As a registered investment advisor, the firm prioritizes client interests above all else and maintains transparent communication about all compensation arrangements.
Bright Wealth Management is an independent fiduciary advisory firm led by founder Matt Dages, specializing in comprehensive retirement planning, investment management, and wealth preservation for Phoenix-area clients. The firm offers personalized financial planning including retirement planning, tax planning, Roth conversions, 401(k)/pension rollovers, annuity services, and estate planning—all tailored to individual goals rather than one-size-fits-all strategies. As a fee-based fiduciary firm, Bright Wealth Management prioritizes client interests over profits, focusing on tax efficiency and portfolio optimization to help clients achieve financial independence and build lasting legacies.
Strategic Income Group is a comprehensive financial planning firm founded by CFP® Mike Gauthier, offering financial planning, investment management, estate planning, and insurance planning services aligned with Christian values of stewardship and generosity. The firm employs a proprietary "Three Phases of Wealth" process to guide clients through building financial foundations, accumulating wealth, and creating strategic retirement income. Beyond advisory services, SIG gives 10% of profits through its Strategic Impact Foundation and helps clients deploy impact investments with positive social returns.
Acute Wealth Advisors is a fiduciary financial advisory firm specializing in retirement planning and wealth management for Arizona retirees and pre-retirees. Founded by Matt Deaton and Damon Roberts, they offer comprehensive services including retirement income planning, portfolio analysis, tax strategy, Social Security optimization, and annuity evaluation. Their approach focuses on protecting, growing, and reducing taxes on wealth through personalized, evolving strategies rather than one-time plans, with a separate division (Acute Private Wealth) serving high-net-worth clients with assets over $5M.
Stronghold Financial is an independent financial advisory firm in Scottsdale specializing in comprehensive financial planning, investment management, and insurance solutions for individuals and families. Led by experienced advisors, they focus on personalized strategies to help clients build wealth, plan for retirement, and protect their assets. The firm emphasizes a consultative approach, working closely with clients to understand their unique financial goals and create tailored plans.
Safe Wealth Management, LLC is an independent financial advisory firm based in Scottsdale specializing in personalized wealth management and financial planning. The team works with individuals and families to develop comprehensive financial strategies tailored to their specific goals, including retirement planning, investment management, and wealth preservation. They focus on building long-term client relationships through transparent, professional guidance.
Solana Financial Group is an independent financial advisory firm based in Tempe specializing in comprehensive financial planning, investment management, and retirement strategies. Founded on principles of fiduciary responsibility and personalized service, they work with individuals and families to build customized financial plans tailored to their unique goals and circumstances.
Financial Advisor Pro in Mesa provides comprehensive financial planning and advisory services to help clients build and protect their wealth. With a focus on personalized strategies, they guide clients through investment management, retirement planning, and financial goal-setting. Their team works with individuals and families to create customized plans aligned with their unique circumstances and objectives.
Wealthnest Planners is an independent financial advisory firm in Chandler specializing in comprehensive financial planning and wealth management. They help individuals and families develop personalized strategies for retirement planning, investment management, and long-term financial goals. The team takes a holistic approach to financial planning, working with clients to create actionable plans tailored to their specific circumstances and risk tolerance.
Sonmore Financial is an independent financial advisory firm based in Chandler specializing in personalized wealth management and financial planning for individuals and families. Led by experienced advisors, they offer comprehensive services including retirement planning, investment management, tax-efficient strategies, and estate planning guidance. Their consultative approach focuses on understanding each client's unique goals and creating tailored financial strategies.
Bayntree Wealth Advisors is an independent financial advisory firm located in Scottsdale specializing in comprehensive wealth management and financial planning for individuals and families. The firm offers personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals and circumstances. With a focus on fiduciary responsibility and client-centered service, Bayntree helps clients build and preserve wealth through thoughtful, long-term strategies.
Stine Wealth Management is an independent financial advisory firm in Scottsdale specializing in comprehensive wealth planning, investment management, and retirement strategies for high-net-worth individuals and families. Led by experienced advisors, they provide personalized financial guidance to help clients build and preserve wealth through strategic planning and disciplined investment management.
Arbor Wealth Management is a financial advisory firm in Tempe that helps clients orchestrate comprehensive financial plans through coordinated investment and retirement strategies. Led by a team of skilled advisors, they specialize in investment planning, financial independence preparation, and tax-efficient wealth management, taking a collaborative approach to align multiple financial strategies toward each client's long-term goals.
My Modern Wealth is a financial advisory firm based in Chandler, Arizona, specializing in personalized wealth management and financial planning for individuals and families. Founded on the philosophy of helping clients "Live Your Aim," they provide comprehensive financial guidance including investment management, retirement planning, and strategic wealth building tailored to each client's unique goals and circumstances.
W Wealth Advisors is an independent financial advisory firm serving the Gilbert area and greater Phoenix region. Their team provides comprehensive wealth management, investment planning, and financial consulting services designed to help clients build and preserve wealth. They work with individuals and families to develop personalized financial strategies aligned with their long-term goals.
East Valley Wealth & Retirement is a financial advisory firm serving the Gilbert and surrounding East Valley communities. They specialize in retirement planning, investment management, and comprehensive financial strategies tailored to individual client needs. The team focuses on helping clients build and preserve wealth through personalized guidance and strategic planning.
StoneCrest Wealth Management is an independent financial advisory firm located in Chandler, Arizona, specializing in comprehensive wealth management and financial planning services. The firm works with individuals and families to develop personalized investment strategies, retirement planning, and overall financial goals tailored to each client's unique situation.
Velocity Wealth Management is an independent financial advisory firm in Phoenix specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on the principles of transparency and client-focused service, they provide personalized guidance across investment management, retirement planning, tax strategies, and insurance solutions to help clients build and preserve wealth.
Wealth Management Solutions is a fee-only fiduciary financial advisory firm in Scottsdale led by CFP® David Rosenthal and CFP® Hunter Hustead. They specialize in customized financial planning, investment management based on Nobel Prize-winning research, tax optimization strategies, and company retirement plan oversight. The firm serves corporate executives, business owners, families navigating life transitions, and retirees seeking coordinated wealth management aligned with their long-term goals.
Ironwood Wealth Management LLC is an independent financial advisory firm serving Chandler and greater Phoenix with comprehensive wealth planning, investment management, and retirement strategies. The team specializes in personalized financial planning for individuals and families seeking to build and preserve wealth through disciplined investment approaches.
Kris Dahl is a financial advisor with RBC Wealth Management in Scottsdale specializing in comprehensive long-term wealth management planning for individuals and families. He helps clients achieve financial security and independence by addressing both current needs and future goals, with particular expertise in retirement planning, Social Security optimization, estate planning, college savings, and retirement distribution strategies. Kris takes a holistic approach to managing wealth and welcomes new clients to experience personalized financial guidance.
Michael Phillips Black Wealth Management is an independent financial advisory firm in Scottsdale specializing in wealth management and financial planning for Black professionals and entrepreneurs. They provide comprehensive financial services including investment management, retirement planning, and personalized wealth strategies designed to help clients build and preserve wealth. The firm is committed to serving as a trusted financial partner for those seeking culturally competent and community-focused wealth guidance.
Endeavor Advisors, LLC is the top-ranked financial advisor in the Chandler area with a Lantern Score of 85.11/100 and a 5-star rating based on 162 reviews. They specialize in comprehensive retirement planning and are particularly well-suited for pre-retirees, retirees, high earners seeking tax efficiency, and business owners planning retirement transitions.
Multiple top-ranked firms specialize in business owner retirement planning: Asset Preservation Wealth & Tax (Lantern Score 84.94/100) offers 28 years of experience managing over $1 billion in client assets, Creative Planning (84.89/100) handles complex financial situations, and Larson Wealth Management (84.13/100) provides dedicated succession planning services for business owners.
Several highly-rated firms focus on pre-retirees: Endeavor Advisors (85.11/100), Asset Preservation Wealth & Tax (84.94/100), and Acute Wealth Advisors (81.79/100) all specialize in comprehensive planning for those approaching retirement. Acute Wealth Advisors specifically works with pre-retirees planning within 5-10 years with tax-efficient retirement strategies.
None of the 30 financial advisors in the Chandler area are open on weekends based on current listing data. All firms operate on standard weekday business hours.
Creative Planning (Lantern Score 84.89/100), ARQ Wealth Advisors (84.20/100), and Larson Wealth Management (84.13/100) are top choices for high-net-worth individuals. Wealthnest Planners (79.98/100) and Sonmore Financial (79.65/100) are both based in Chandler and serve high-net-worth clients seeking comprehensive wealth management and financial planning.
Asset Preservation Wealth & Tax (Lantern Score 84.94/100) is specifically focused on tax optimization for high-net-worth individuals and pre-retirees. Strategic Income Group (81.92/100) also emphasizes tax-efficient income strategies for pre-retirees and retirees, while J. Martin Wealth Management (82.53/100) specializes in tax optimization for high-net-worth families.