Areas served: Mesa, AZ and surrounding East Valley communities including Gilbert, Chandler, and Apache Junction
Mesa's financial advisory landscape includes independent Registered Investment Advisors (RIAs), wealth management teams affiliated with national firms, and fee-only planners serving the city's diverse population of retirees, aerospace professionals, and small business owners. The concentration of advisors along the US 60 corridor and in downtown Mesa reflects the area's economic centers, with practitioners offering services ranging from retirement income planning to equity compensation strategies for local technology and healthcare workers. This directory provides verified information on credentials, fee structures, fiduciary status, and minimum account requirements for financial advisors serving Mesa 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.
Beacon Pointe Advisors is a Scottsdale-based wealth management firm serving high-net-worth individuals, families, business owners, professional athletes, and women investors across the Phoenix area. Their team of CFP®, CFA®, and tax-credentialed advisors provides comprehensive financial planning, retirement planning, estate planning, investment management, and customized wealth strategies on an open platform. With multiple Managing Directors averaging 15+ years of experience and deep expertise in tax and asset protection planning, they focus on helping clients make informed decisions about their financial future.
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.
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.
Factum Financial is a wealth strategy firm specializing in Infinite Banking—using dividend-paying whole life insurance to help clients become their own bankers and build wealth outside traditional Wall Street and commercial banking systems. The team of wealth strategists focuses on life insurance, financial education, and legacy planning, serving over 2,120 families and creating $756 million in protection and legacy value. They partner with OneAmerica Financial and offer educational resources, personalized implementation systems, and an action-oriented community approach to help clients develop strong financial habits and regain control of their money.
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.
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.
J. Martin Wealth Management is a fee-based, fiduciary financial advisory firm headquartered in Gilbert, Arizona, with additional offices in Chandler, Maricopa, Gold Canyon, and Oro Valley. They specialize in retirement planning, 401(k) rollovers, income planning, investment management, and tax strategies for individuals and families across Arizona. As a registered investment advisor, they operate under fiduciary responsibility, meaning they are legally obligated to act in clients' best interests and provide transparent, personalized financial guidance.
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.
Liberty Star Wealth, run by Michael, is a financial advisory firm specializing in comprehensive financial planning, investment management, and retirement planning for individuals and small business owners. They offer personalized guidance on retirement savings, investment strategies, education savings, insurance planning, and business wealth building, with flexible in-person and virtual consultations. Their data-driven approach focuses on clear financial strategy without emotional decision-making.
Financial Freedom Advisors is a Phoenix-based financial advisory firm helping clients build and protect their wealth through personalized investment strategies and comprehensive financial planning. The team offers retirement planning, investment management, and small business financial services tailored to individual goals and circumstances. They focus on providing fiduciary-level advice and clear guidance to help clients achieve long-term financial security.
Cook Financial Group is an independent financial advisory firm in Gilbert serving Arizona families and business owners with comprehensive wealth management, investment planning, and insurance solutions. Led by experienced advisors, they focus on personalized financial strategies that align with clients' long-term goals, combining investment management with insurance and estate planning guidance to build and protect wealth.
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.
JW Financial Consulting specializes in comprehensive retirement planning and financial advisory services for individuals preparing for and navigating retirement. Led by Jerry Whitmire and his team, they offer personalized retirement strategies, tax planning, Social Security optimization, wealth preservation planning, and fixed indexed annuity solutions designed to help clients retire safely and confidently. Their approach focuses on translating retirement dreams into actionable plans with ongoing monitoring to ensure long-term success.
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.
Montebello Avenue Limited Company is a financial consulting firm based in Phoenix that provides comprehensive financial advisory services to clients throughout the Phoenix metropolitan area. The firm offers personalized financial planning and consulting solutions designed to help individuals and businesses achieve their financial goals. Their expertise spans investment management, retirement planning, and strategic financial guidance tailored to each client's unique circumstances.
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.
Ensign Wealth Management is a Mesa-based financial advisory firm led by Chad Ensign, a Retirement Income Certified Professional (RICP) and Investment Adviser Representative. They specialize in comprehensive retirement planning through their proprietary Retire N.O.W. Roadmap, helping clients design confident financial futures with a focus on tax optimization, Social Security strategies, and personalized retirement income planning. The firm emphasizes clarity and confidence, guiding clients through five strategic steps to retire on their own schedule rather than following conventional timelines.
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.
Josh Hansen is a CFP® and CRPC™ certified financial advisor at Edward Jones in Mesa, Arizona, specializing in retirement planning, wealth strategies, and estate planning for individuals and business owners. With credentials in certified financial planning and chartered retirement planning counseling, he provides comprehensive financial guidance including retirement income and savings strategies, portfolio reviews, and legacy planning. His office offers weekday consultations and personalized financial strategies tailored to each client's goals.
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.
Key Wealth Management is a Raymond James financial advisory firm based in Scottsdale, offering comprehensive wealth management, investment management, and financial planning services. The firm works with clients to develop personalized financial strategies tailored to their goals and life circumstances. With Raymond James backing, they provide access to institutional-quality resources and investment options for individuals and families seeking professional 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.
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.
Endeavor Advisors, LLC is the top-ranked financial advisor in the Mesa area with a Lantern Score of 85.11/100 and 5-star rating from 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.
Several top-ranked advisors specialize in retirement planning: Acute Wealth Advisors (Lantern Score 81.79/100) focuses specifically on Arizona retirees and pre-retirees, while Ensign Wealth Management (Lantern Score 75.80/100) is Mesa-based and led by a Retirement Income Certified Professional specializing in retirement income planning and tax efficiency.
Multiple firms serve business owners, with Larson Wealth Management Arizona (Lantern Score 84.13/100) based in Mesa offering succession planning and comprehensive financial planning. Other top options include Endeavor Advisors, LLC (Lantern Score 85.11/100) and Stewardship (Lantern Score 83.77/100), both of which specialize in business owner retirement transitions and integrated financial planning.
Asset Preservation Wealth & Tax (Lantern Score 84.94/100) has 28 years of experience managing over $1 billion in client assets and specifically targets high-net-worth individuals focused on tax optimization. Beacon Pointe Advisors (Lantern Score 84.41/100) is another excellent choice for high-net-worth individuals and families with complex estates.
None of the 34 financial advisors in the Mesa area are open on weekends based on available listing data. All advisors operate during standard business hours, so you'll need to contact them during weekday hours to schedule appointments.
Factum Financial (Lantern Score 82.21/100) specializes in wealth preservation and legacy planning using Infinite Banking strategies, particularly suited for real estate professionals and business owners. Trajan Wealth (Lantern Score 84.03/100), led by U.S. Marine Corps veterans, focuses on high-net-worth families protecting legacies and business succession planning.