Areas served: Gilbert, Mesa, Scottsdale, Chandler, Phoenix
Financial advisors across Greater Phoenix serve the region's mix of young professionals, established business owners, and retirees, offering investment management, retirement planning, and wealth strategies. Scottsdale and Phoenix practices often focus on high-net-worth clients, while suburban advisors serve growing middle-class communities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Farnam Financial is an independent financial advisory firm based in Phoenix specializing in comprehensive wealth management, investment planning, and retirement strategies. The team works with individuals and families to create personalized financial plans aligned with their long-term goals, offering services including portfolio management, tax-efficient investing, and estate planning consultation. They focus on building lasting client relationships through transparent advice and ongoing portfolio monitoring.
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.
Capital Choice Arizona is an independent insurance agency and financial services firm based in Phoenix serving Arizona clients. They specialize in comprehensive insurance solutions including auto, home, life, and commercial coverage, paired with financial planning and advisory services. The team works with clients to customize insurance and investment strategies tailored to individual needs.
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.
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.
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.
Welborn Financial is an independent financial advisory firm serving Phoenix and the surrounding Arizona communities. They provide comprehensive financial planning, investment management, and insurance services tailored to help clients build and protect their wealth. Led by experienced advisors, Welborn Financial focuses on personalized strategies aligned with each client's long-term goals.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Trajan Wealth is a financial advisory firm based in Peoria, Arizona, specializing in comprehensive wealth management, financial planning, and investment strategies for individuals and families. The team provides personalized guidance on retirement planning, tax optimization, and long-term wealth building to help clients achieve their financial 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.