Areas served: Scottsdale, AZ and surrounding Maricopa County including Paradise Valley and North Phoenix
Scottsdale's financial advisory landscape serves a diverse population ranging from retirees in planned communities like Desert Mountain and DC Ranch to entrepreneurs in the growing tech and healthcare sectors. The area's concentration of high-net-worth individuals has attracted both independent Registered Investment Advisors and teams within major wirehouses, creating distinct options in service models and fee structures. This directory provides verified information on credentials, specializations, compensation methods, and regulatory history to support informed selection of financial advisors in the Scottsdale area.
Angelica F Prescod is a Financial Advisor with Edward Jones in Scottsdale, specializing in retirement income strategies, wealth management, intergenerational planning, and financial guidance for entrepreneurs and business owners. She works with clients managing $1,000,000 or more and offers comprehensive financial planning services including employee stock options advisory and strategies for corporate executives. Her office provides in-person consultations, phone support, and web conferencing options during weekday business hours.
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.
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.
Bradley Wealth LLC is a Scottsdale-based wealth management firm founded and led by Michael Bradley, offering comprehensive financial planning and investment management services. They specialize in personalized financial strategies, retirement planning, estate planning, tax planning, alternative investments, and holistic wealth management that integrates all aspects of a client's financial life. Known for their client-first approach, transparent communication, and long-term relationships, Bradley Wealth serves clients seeking to build, grow, and protect their wealth with professional guidance tailored to their unique goals and values.
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.
Summit Wealth Group is a comprehensive financial advisory firm in Scottsdale that helps clients build and protect their wealth through personalized planning strategies. They offer investment management, retirement planning, tax optimization, and insurance solutions tailored to individual and business financial goals. Their team combines expertise in accounting, financial consulting, and wealth management to provide integrated guidance for long-term financial success.
Beacon Pointe Advisors is a comprehensive wealth management firm serving Scottsdale and the Phoenix area with multiple offices. Their team of CFP-certified financial planners specializes in retirement planning, investment management, estate planning, and wealth management tailored to high net worth individuals, business owners, women investors, and professional athletes. With advisors holding advanced credentials including CFAs and tax expertise, they focus on customized financial solutions and long-term wealth strategy.
Babin Wealth Management is a fee-only financial planning firm in Scottsdale led by CFP® and CFA® certified advisor Sean Babin. They provide comprehensive wealth management, financial planning, investment management, and financial coaching for mid-career professionals, couples, and high earners building long-term wealth. With 14+ years of experience and a fiduciary legal duty to clients, they offer personalized financial roadmaps covering retirement planning, tax strategy, estate planning, investment management, and ongoing portfolio monitoring—designed for professionals who want straightforward guidance without financial jargon.
Prime Wealth Advisors is an independent financial advisory firm in Sun City West specializing in comprehensive retirement planning and wealth management. Their unique "one-stop shop" model brings together a financial advisor, CPA, and estate/elder law attorney under one roof to coordinate retirement income strategies, tax planning, estate planning, investment management, annuities, IRA rollovers, and life insurance. They serve pre-retirees and retirees throughout the West Valley with a collaborative approach designed to ensure all financial strategies work together seamlessly.
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.
Scottsdale Wealth Advisory is an independent financial advisory firm serving Paradise Valley and the greater Scottsdale area. They specialize in comprehensive wealth management, retirement planning, investment strategy, and financial guidance tailored to high-net-worth individuals and families. The firm combines personalized service with a fiduciary commitment to put clients' interests first.
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.
Asset Preservation Wealth & Tax is a financial advisory firm with 28 years of experience managing over $1 billion in assets for 9,000+ client households across the Southwest. They provide comprehensive financial planning, retirement planning, estate planning, tax strategies, and investment management through fiduciary-certified advisors. Their integrated approach combines wealth management with proactive tax planning to help clients optimize their financial outcomes and build lasting legacies.
Rizzo Financial Group is an independent financial advisory firm in Scottsdale specializing in comprehensive wealth management, retirement planning, and investment strategies for high-net-worth individuals and families. Led by experienced advisors, they provide personalized financial planning that addresses tax efficiency, estate planning, and long-term wealth accumulation goals.
SG Wealth Managers is a fiduciary financial advisory firm specializing in retirement income planning for Arizona families and virtual clients nationwide. Founded by Eric Gomez and Matthew Saber, CFP®, the team provides tax-smart withdrawal strategies, custom portfolios built with individual stocks and ETFs (no mutual funds), and coordinated estate and tax planning through in-house estate attorneys and CPA partnerships. All advisors work on salary with no commissions, ensuring advice prioritizes client interests over product sales.
Affirm Wealth Advisors is an Ameriprise Financial Services office in Peoria offering comprehensive financial planning and wealth management. They provide investment management, retirement planning, and personalized financial strategies tailored to individual client goals. As part of Ameriprise's nationwide network, they combine local expertise with access to institutional resources.
Spivak Financial Group is an independently-owned, second-generation wealth management firm in Scottsdale specializing in retirement planning, tax optimization, and lifetime income strategies for affluent individuals. Led by Stuart J. Spivak (35+ years experience) and Mark T. Woodfield (20+ years), they serve as a personal CFO, unifying investments and tax strategies across all three wealth phases: accumulation, distribution, and transfer. Their tax-focused approach aims to minimize client tax liability by 30-40% through asset location planning, IRS Rule 72(t) strategies, and estate transfer planning.
Total Investment Management (TIMGT) is a specialized financial advisory firm serving the aviation industry since the early 2000s, managing over $1.2 billion in assets for more than 1,000 airline families. They offer comprehensive investment management, portfolio management, retirement planning, and 401(k) guidance, with a team of experienced financial professionals and pilots on staff who understand the unique financial challenges faced by airline employees. TIMGT combines personalized financial planning with active portfolio management designed to help clients achieve their goals from working years through retirement, with an average client tenure exceeding 10 years.
Trajan Wealth is a fiduciary wealth management firm founded by a U.S. Marine Corps veteran, offering integrated financial planning across investments, retirement strategy, estate planning, and tax services. Based in Scottsdale with national reach, they specialize in personalized wealth management for families and individuals seeking coordinated financial guidance without commission-based conflicts. Their fee-only model and integrated approach—combining investments, retirement income planning, estate protection, and tax optimization under one team—sets them apart from traditional advisory firms.
Dew Wealth Management is a Scottsdale-based Fractional Family Office® specializing in comprehensive wealth management for entrepreneurs with $1M+ annual business revenue. Founded by Jim and Mimi Dew—entrepreneurs themselves—the firm coordinates all aspects of wealth management (investments, tax strategy, insurance, asset protection, and business planning) under one integrated strategy, eliminating the "financial flat tire" of uncoordinated advisors. As a true fiduciary RIA with transparent flat fees and zero commissions, they focus on tax optimization, billionaire-level investment strategies, and measurable wealth growth for business owners.
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.
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.
Cole Wealth Management is an independent financial advisory firm based in Scottsdale specializing in comprehensive wealth management, investment management, and retirement planning for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth throughout their lifetime.
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.
Edward Jones - Financial Advisor Angelica F Prescod is the top-ranked financial advisor in Scottsdale with a Lantern Score of 85.39/100 and a 5-star rating from 252 reviews. She specializes in retirement income strategies, wealth management, and intergenerational planning, and is best suited for high-net-worth individuals, business owners, and families planning for generational wealth transfer.
Several top-ranked firms specialize in retirement planning for business owners, including Endeavor Advisors LLC (Lantern Score 85.11/100), which has over 20 years of experience helping business owners plan retirement transitions, and ARQ Wealth Advisors (Lantern Score 84.20/100), which offers integrated tax and wealth planning. Johnson Financial Advisors (Lantern Score 84.30/100) is also highly rated for business owners and significant savers.
Beacon Pointe Advisors (Lantern Score 84.41/100) is specifically designed for high-net-worth individuals, families, business owners, professional athletes, and women investors across the Phoenix area. Other excellent options include Bradley Wealth LLC (Lantern Score 83.42/100) and Rizzo Financial Group (Lantern Score 80.76/100), both offering comprehensive wealth management tailored to affluent clients.
Yes, Beacon Pointe Advisors has two Scottsdale locations (N Perimeter Dr with a Lantern Score of 84.41/100 and N Scottsdale Rd with a Lantern Score of 83.11/100) and specifically lists women investors as a group they serve. Both offices have 5-star ratings and offer comprehensive wealth management services.
Dew Wealth Management (Lantern Score 79.93/100) is a Scottsdale-based Fractional Family Office® that specializes in comprehensive wealth management for entrepreneurs with $1M+ annual business revenue. Founded by Jim and Mimi Dew, they focus on tax optimization and coordinated wealth and business planning for high-net-worth business owners.
Total Investment Management (Lantern Score 80.17/100) is a specialized financial advisory firm that has served the aviation industry since the early 2000s, managing over $1.2 billion in assets for more than 1,000 airline families. They are best for airline pilots, flight attendants, and other aviation professionals seeking industry-specialized expertise.