Best Financial Advisors in Gilbert, Arizona

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.

Trajan Wealth is a nationally recognized, fiduciary-first wealth management firm founded by U.S. Marine Corps veterans and led by Jeff and Brenda Junior. They provide comprehensive financial planning including wealth management, retirement planning, estate planning, and tax strategy services — all coordinated under one roof rather than juggling multiple firms. Operating as SEC-registered investment advisors with a fee-only model (no commissions), they combine disciplined investment strategies with integrated legal and tax expertise to help families build sustainable retirement income, protect assets, and transfer wealth according to their values.

Asset Preservation Wealth & Tax is a comprehensive financial planning firm in Gilbert offering wealth management, retirement planning, tax planning, tax preparation, estate planning, and investment management. With 28 years of service and over $1 billion in assets under management across 9,000+ client households, their team of certified fiduciary advisors provides personalized financial strategies that integrate tax optimization with investment planning. They distinguish themselves by offering all financial services under one roof—from tax professionals to estate planning experts—rather than referring clients elsewhere.

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.

Kingdom Wealth Advisers is an independent, fee-only financial advisory firm in Gilbert, Arizona, serving Christians and faith-based investors with $500,000+ in assets. Founded on biblical principles, the firm offers comprehensive financial planning including tax optimization (Roth conversions, tax-loss harvesting), investment management, retirement and Social Security planning, estate planning, Medicare and healthcare strategies, and charitable giving guidance. The team holds CFP® and Certified Kingdom Adviser (CKA®) designations, operates as a fiduciary, and works with clients throughout the United States.

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.

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.

Falcon Wealth Planning is a full-service Registered Investment Advisor (RIA) founded by Gabriel Shahin, CFP®, with a new Arizona office in Gilbert serving the Phoenix area. They specialize in comprehensive financial planning including retirement planning, investment management, tax planning, estate planning, and business owner strategies. As a fee-only fiduciary firm, Falcon Wealth Planning provides conflict-free, personalized advice tailored to each client's unique goals, with both founders holding CFP® certifications and deep roots in the Arizona community.

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.

Redeem Financial Group is a comprehensive wealth management firm based in Gilbert offering an integrated suite of financial services including investment management, financial planning, tax and business services, insurance and risk management, lending and mortgages, and real estate advisory. Their approach coordinates all essential financial disciplines under one team to eliminate fragmentation and ensure every aspect of your financial plan works together toward your life goals and legacy.

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.

Miller Wealth Management is an independent financial advisory firm serving Gilbert and the greater Phoenix area. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. The team focuses on personalized financial planning to help clients build and preserve wealth.

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.

Saturn Wealth is an independent financial advisory firm in Gilbert, AZ specializing in retirement planning and comprehensive financial strategy. Led by experienced advisors, they help clients prepare for retirement through their proprietary R.I.N.G. Retirement Plan framework, which addresses income preservation, nest egg longevity, and legacy planning. They emphasize personalized service, ongoing communication, and translating complex financial topics into actionable strategies tailored to each client's goals.

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.

Watts Gwilliam & Company is a financial advisory firm based in Gilbert, Arizona, offering comprehensive wealth management and financial planning services. The team specializes in helping clients develop personalized investment strategies, retirement planning, and long-term financial goals. They focus on building lasting client relationships through expert guidance and a collaborative approach to financial management.

Clear Skies Financial is a fee-only wealth management firm in Gilbert serving clients who want integrated financial planning without conflicts of interest. Founded by Jon Geib, they specialize in investment management, tax-efficient portfolio design, retirement and cash-flow planning, and estate planning with life insurance coordination. Their fiduciary approach and transparent, commission-free pricing set them apart from traditional advisory models.

Heritage Financial Strategies, a Maridea Company, is an SEC-registered investment adviser offering comprehensive financial planning and investment management services in Gilbert, Arizona. With over 20 years of industry experience, they help clients build personalized financial plans, manage investments as independent fiduciaries, and work toward major life goals like early retirement. Their team also provides tax preparation and business services through affiliated entities, offering a full-service approach to financial success.

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.

Better Day Financial Planning LLC is an independent financial advisory firm based in Gilbert, Arizona, serving clients throughout the Phoenix metro area. They provide comprehensive financial planning and investment management services tailored to help individuals and families build and protect their wealth. The firm specializes in creating personalized financial strategies that address retirement planning, investment allocation, and long-term financial goals.

Edward Jones financial advisor Bret L Seeley, CFP® provides comprehensive financial planning and investment management services to individuals and families in Gilbert and surrounding communities. With CFP certification, Seeley helps clients build customized investment strategies, plan for retirement, and manage wealth according to their long-term goals. Edward Jones is known for its personalized, face-to-face advisory approach and commitment to understanding each client's unique financial situation.

Edward Jones financial advisor Michelle D Ovadia, CFP®|AAMS®, provides personalized financial planning and investment management services to individuals and families in the Gilbert area. With CFP certification and the AAMS designation, she offers comprehensive financial guidance including retirement planning, investment strategy, and wealth management. Edward Jones is known for its local branch approach, delivering one-on-one service tailored to each client's specific financial goals.

Stifel is a full-service financial services firm offering investment management, wealth planning, and financial advisory services to individuals and businesses in the Scottsdale area. With a team of experienced advisors, Stifel provides comprehensive financial solutions including retirement planning, portfolio management, and personalized wealth strategies. Their Scottsdale office serves clients seeking professional guidance on building and preserving wealth.

Wells Fargo Advisors in Gilbert provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions. As part of the Wells Fargo enterprise, they offer access to a broad range of financial products and services designed to help clients build and preserve wealth.