Fiduciary advisors in Arizona

Cave Creek, Arizona

Saguaro Wealth Management is an investment advisory firm in Cave Creek, Arizona. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Chandler, Arizona

Raymond James & Associates is an investment advisory firm in Chandler, Arizona. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chandler, Arizona

Insurance-Based

The Feldman Agency, led by Wendy Feldman, provides financial planning and insurance analysis services through Eagle Strategies, a New York Life subsidiary. Feldman holds the CLU®, ChFC®, CASL®, and CLTC® designations and focuses on personal, business, estate, and retirement planning along with insurance and investment services. The firm operates from offices in Chandler, Arizona and East Liverpool, Ohio, with securities offered through NYLIFE Securities LLC (member FINRA/SIPC).

Chandler, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Chandler, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chandler, Arizona

Ironwood Wealth Management LLC, based in Chandler, Arizona, offers financial planning and investment management services. The firm works with clients on portfolio management, tax preparation, and retirement planning through ongoing advisory relationships. Team members include advisors such as Alex Marek, Rick Wagner, and Cean, who conduct regular client meetings to review financial situations and strategies.

Chandler, Arizona

Patel Wealth Strategies, Inc. is a financial planning firm based in Chandler, Arizona that operates as a fiduciary and serves individuals, families, and business owners. The firm offers both flat-fee financial planning and assets-under-management investment advisory services, addressing areas such as estate planning, tax strategy, education funding, stock options, and retirement planning. The firm discloses its fee structure transparently and does not require a minimum investment for customized planning engagements.

Chandler, Arizona

WLTH Capital Management is a Chandler, Arizona–based wealth management firm founded and led by Cean Kenefick-Rogers (CFA, CFP, AIF) with over 20 years of industry experience. The firm provides comprehensive financial planning, portfolio management, tax planning, and charitable giving strategies for high-net-worth clients, taking a goals-focused approach that begins with understanding client priorities and culminates in ongoing plan implementation. Key team members include Managing Director Rick Spadaro, who brings nearly two decades of experience spanning Goldman Sachs private wealth, UBS structured finance, and Intel corporate strategy roles.

Chandler, Arizona

Independent RIA

MBE Wealth is an independent registered investment adviser in Chandler, Arizona, offering financial planning, investment management, and wealth management services. The firm's team of Certified Financial Planners serves clients across retirement planning, business owner transitions, and tax strategy, with support from an affiliated CPA firm. The practice uses planning software and maintains relationships with custodial platforms to develop individualized financial plans aligned with each client's goals and circumstances.

Chandler, Arizona

J. Martin Wealth Management is an investment advisory firm in Chandler, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 34 Google reviews.

Chandler, Arizona

Godsey & Gibb Wealth Management operates as an independent registered investment adviser in Chandler, Arizona, providing financial planning, investment management, and tax planning services to high net worth individuals and families. Founded in 1985, the firm integrates institutional-level research and portfolio management with personalized relationship management, emphasizing quality-focused securities selection and tax-efficient strategies tailored to each client's objectives. As a fiduciary with no parent company or subsidiary pressures, the firm structures its recommendations around client interests rather than proprietary products. The firm's client retention since its founding reflects its stated approach of treating relationships as long-term partnerships.

Chandler, Arizona

Cambridge Financial Services is an investment advisory firm in Chandler, Arizona. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Chandler, Arizona

Vivere Wealth Management is an investment advisory firm in Chandler, Arizona. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Flagstaff, Arizona

Benefit & Financial Strategies, LLC is an investment advisory firm in Flagstaff, Arizona. Services include Financial Planning and Investment Management. Service options include onsite meetings. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Flagstaff, Arizona

WT Wealth Management is an SEC-registered investment adviser managing over $100 million in assets across multiple Southwest and Mountain West locations. The firm provides financial planning and investment management through separately managed accounts (SMAs) constructed with individual stocks, ETFs, and mutual funds tailored to each client's risk tolerance and objectives. With more than a century of combined investment experience among its team, the firm emphasizes a disciplined, in-house approach to portfolio construction and client education.

Flagstaff, Arizona

Northern AZ Financial Services is an investment advisory firm in Flagstaff, Arizona. Services include Tax Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.1-star rating from 14 Google reviews.

Gilbert, Arizona

J. Martin Wealth Management is an investment advisory firm in Gilbert, Arizona. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Gilbert, Arizona

Stewardship is a financial services firm based in Gilbert, Arizona, serving the East Valley and greater Phoenix area for nearly 20 years. The firm offers estate planning, financial planning, investment management, insurance analysis, and real estate and mortgage services, with each service delivered by licensed local advisors. The firm operates under a customer-first pricing model and follows a three-stage approach to wealth building focused on financial control, margin, and wealth protection. The firm has received 5-star ratings across 395 Google reviews.

Gilbert, Arizona

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Gilbert, Arizona. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 62 Google reviews.

Gilbert, Arizona

Heartwood Advisory is a financial advisory firm based in Gilbert, Arizona that works with clients across various life stages, from first-time investors to those planning retirement. The firm coordinates financial planning by learning about individual circumstances, goals, and risk tolerance, then develops strategies tailored to each client's needs rather than applying standardized approaches. Clients access their financial accounts and track progress through AdviceWorks, a cloud-based platform that consolidates account information and facilitates ongoing communication with the firm.

Gilbert, Arizona

East Valley Wealth & Retirement is an investment advisory firm in Gilbert, Arizona. Services include Financial Planning. The firm specializes in Retirement Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 16 Google reviews.

Glendale, Arizona

Pro Numbers & Tax LLC is an investment advisory firm in Glendale, Arizona. Services include Tax Planning. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 27 Google reviews.

Goodyear, Arizona

Asset Preservation Wealth & Tax, Financial Advisors is an investment advisory firm in Goodyear, Arizona. Services include Estate Planning, Financial Planning, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Goodyear, Arizona

Providence Financial Services is an investment advisory firm in Goodyear, Arizona. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Goodyear, Arizona

Damico Integrated Wealth Management, based in Goodyear, Arizona, provides investment management and wealth planning services with a focus on coordinating clients' tax, investment, insurance, and legal strategies. Founded in 2002 by Mauro D'Amico, who brings 40 years of tax experience and 18 years in financial services, the firm operates as an independent fiduciary advisor and works with clients on retirement income planning, tax optimization, risk management, and estate planning. The firm emphasizes a holistic planning approach and includes Daniel D'Amico on the team as part of a documented succession plan.

Green Valley, Arizona

Green Valley Financial serves residents in southern Arizona, with a focus on retirement planning and long-term care insurance analysis across Santa Cruz and Pima counties. Founder Mark P. Becque and his staff have operated the firm for over three decades, using a three-appointment consultative process to develop individualized retirement income and investment plans based on each client's circumstances. The firm also advises on long-term care insurance options for families in the Green Valley, Tubac, and Nogales areas.

Lake Havasu City, Arizona

Independent RIA

Imagine Financial Services, based in Lake Havasu City, Arizona, is an independent registered investment advisor led by Marianne Nolte, a Certified Financial Planner who operates as a fiduciary. The firm offers financial planning and investment management services, including comprehensive planning, project-based planning, and tax-efficient investment management using a passive, evidence-based approach through custodians Altruist and Charles Schwab, with a $300,000 minimum for portfolio management. Operating on a fee-only model with no product commissions, the firm primarily serves women and families preparing for or in retirement, and is a member of NAPFA and the XY Planning Network.

Maricopa, Arizona

J. Martin Wealth Management is an investment advisory firm in Maricopa, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Mesa, Arizona

American Retirement Advisors is an investment advisory firm in Mesa, Arizona. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Mesa, Arizona

Capital Choice Arizona is an investment advisory firm in Mesa, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Mesa, Arizona

DecisionPoint Financial is a fee-only, SEC-registered investment advisor in Mesa, Arizona offering financial planning and investment management services. The firm employs multiple CFP® professionals and operates under a fiduciary duty to act in clients' best interests, with compensation derived solely from asset management fees or planning and consulting fees rather than commissions. The firm analyzes comprehensive aspects of clients' financial situations including investments, taxes, retirement, business interests, estate planning, and insurance, and offers both in-person and virtual meeting options.

Mesa, Arizona

Integrated Financial Solutions is a fee-only financial planning firm based in Tempe, Arizona, serving clients locally and nationally. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and business owners, operating under fiduciary standards and ERISA Investment Fiduciary status. IFS addresses a range of financial matters including taxes, estate planning, and insurance, and offers specialized retirement plan advisory services to plan sponsors and fiduciaries.

Mesa, Arizona

Summit Global Investments is an SEC-registered investment adviser offering advisory services through its independent relationship with securities broker Equity Services, Inc. (FINRA/SIPC member). The firm provides access to alternative investments including private equity, private credit, and hedge funds, available to qualified or accredited investors. Detailed information on fees, advisory services, and conflicts of interest is contained in the firm's Form ADV Part 2A and Form CRS.

Mesa, Arizona

Vision Financial Advisors is an independent financial services firm based in Mesa, Arizona that addresses retirement planning and investment management across three phases: asset accumulation, risk management, and distribution. The firm works with clients to develop integrated financial plans tailored to individual circumstances, with particular focus on retirement income strategies and ensuring adequate cash flow in retirement.

Mesa, Arizona

Liberty Star Wealth, based in Mesa, Arizona, offers financial planning services including retirement planning, investment management, education savings, insurance planning, and small business planning. The firm is led by Michael, who works with clients on personalized financial strategies and provides consultations both in-person and virtually.

Mesa, Arizona

Financial Advisor Pro is a Mesa-based fiduciary firm with 14+ years of service that offers financial planning, investment management, retirement income strategies, insurance analysis, and wealth management. The firm serves Mesa families and business owners through in-person and remote consultations, coordinating retirement accounts, investment products, and insurance protection with a focus on tax efficiency and risk management. Services span retirement planning, investment strategies using mutual funds and managed accounts, life and property insurance, estate planning, and mortgage lending guidance.

Mesa, Arizona

Ridgeline Private Wealth offers financial planning and wealth management services with offices in Arizona, Illinois, and Florida, and serves clients throughout the United States via remote technology. The firm operates as a fiduciary and specializes in working with business owners and entrepreneurs, though also serves other clients seeking financial planning assistance. The firm uses digital tools to provide flexible, location-independent advisory relationships and coordinates financial planning, portfolio management, estate planning, and tax services.

Mesa, Arizona

Strong Advisory Group, based in Mesa, Arizona, offers financial planning services alongside banking and insurance product referrals. The firm connects clients with high-yield savings accounts through FDIC-insured banking partnerships and provides life insurance quotation and application services using online comparison tools. The advisory practice emphasizes understanding individual financial circumstances and retirement planning needs through personalized consultation.

Mesa, Arizona

CN Results Financial Group, LLC, based in Mesa, Arizona, offers financial planning and investment management services, with particular emphasis on retirement planning. Founder Christopher D. Nash employs a proprietary educational framework called the Macro Asset Perspective® that integrates risk management with tax-reduction strategies. The firm structures client engagement through a six-step process—from initial financial assessment through ongoing plan adjustments—and provides both comprehensive fee-based planning and targeted solutions for specific financial needs. CN Results coordinates with clients' other advisors including tax and legal professionals to implement and monitor progress toward stated financial objectives.

Phoenix, Arizona

Covington Wealth Strategies is a Phoenix-based financial advisory firm that works with clients across various life stages, from first-time investors to those approaching retirement. The firm coordinates financial planning through a three-step process: discovery of personal goals and risk tolerance, development of a customized financial strategy, and ongoing plan maintenance. They offer complimentary introductory consultations and emphasize individualized attention rather than standardized approaches to financial planning.

Phoenix, Arizona

Gilbert Gallahar, MBA, CFP® - Financial Planner is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Phoenix, Arizona

Insurance-Based

Northwestern Mutual is an insurance-based firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3.4-star rating from 5 Google reviews.

Phoenix, Arizona

Granite Vista Financial is a Phoenix-based, family-owned advisory firm established in 2021 that works with clients across nine states to develop individualized retirement and investment strategies. The firm emphasizes client education and involvement in the planning process rather than delegating decisions entirely to advisors, and its founder brings over 20 years of financial services experience. Services include investment management, retirement planning, and family protection strategies, delivered through a personalized approach that prioritizes understanding each client's specific goals and concerns.

Phoenix, Arizona

Insurance-Based

Daniel Skellan, Financial Advisor - Eagle Strategies is an insurance-based firm in Phoenix, Arizona. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Phoenix, Arizona

Fusion Wealth Management is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Phoenix, Arizona

Reliant Investment Management is a Phoenix-based advisory firm offering wealth management and estate planning services. The firm's team includes a fiduciary investment advisor, insurance specialists, and estate planning attorneys with combined experience exceeding 120 years. The company coordinates with clients' legal and insurance professionals to integrate investment strategies with broader estate planning and retirement objectives.

Phoenix, Arizona

Velocity Wealth Management, LLC is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 40 Google reviews.

Phoenix, Arizona

Meikle Financial Group is an investment advisory firm in Phoenix, Arizona. The office has a wheelchair-accessible entrance. The office is open daily.

Phoenix, Arizona

Scottsdale Wealth Services, founded in 2012 by Angie Samuels, offers financial planning services with a focus on retirement income planning, asset protection, and family legacy planning. The firm operates on a fiduciary basis and emphasizes tax-efficient strategies and long-term care solutions. Samuels conducts educational seminars on retirement-related topics including 401(k) rollovers, Medicare, estate planning, annuities, and Social Security optimization. The firm is located in Phoenix, Arizona, and maintains a 4.7-star rating based on 14 Google reviews.

Phoenix, Arizona

Cetera Investors is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Pinetop, Arizona

Stone Wealth Strategies, based in Pinetop, Arizona, offers financial planning, investment management, and insurance analysis alongside tax planning and investor coaching services. The firm is led by Larry D. Stone, a CPA and certified tax specialist who has authored multiple books on tax reduction strategies, and includes financial coaches, estate planning professionals, and a dedicated tax team. The practice conducts complimentary educational workshops and emphasizes proactive tax strategies and individualized guidance on wealth building.

Prescott, Arizona

Cornerstone Christian Wealth Management, based in Prescott, Arizona and Redlands, California, provides financial planning and investment management services grounded in biblical stewardship principles. Founder Phillip Naman, with 30 years of financial services experience, and Certified Financial Planner Julia Naman operate as independent advisors through Raymond James. The firm works with clients to assess risk tolerance and goals—such as retirement, education funding, and charitable giving—and typically recommends quarterly meetings in the first year followed by semi-annual check-ins, with account access available via mobile device.

Prescott, Arizona

Prescott Financial offers financial planning services to investors across various backgrounds and experience levels. The firm employs a three-step process involving initial interviews to assess fit and philosophy, comprehensive financial review and planning, and ongoing implementation with periodic monitoring. The team operates with a client-centered approach, emphasizing personalized strategies and proactive communication throughout the advisory relationship.

Prescott, Arizona

Verdant Financial Advisors is an independent wealth management firm in Prescott, Arizona offering retirement planning and investment management services. The firm serves individuals, business owners, and retirement plan fiduciaries, emphasizing a comprehensive planning approach informed by client values and circumstances. Services include business transition planning, cash flow optimization, and tax strategy guidance alongside personal financial planning.

Prescott, Arizona

Stratos Wealth Partners is a Prescott, Arizona-based investment management firm operating from the historic Santa Fe Depot. The firm traces its lineage to A.G. Edwards & Sons offices in the late 1990s and currently operates through Stratos and LPL Financial, offering personalized investment advice and planning services to clients. The team emphasizes a collaborative approach, working across multiple advisors with varied backgrounds to develop strategies aligned with individual financial goals, risk tolerance, and time horizons.

Prescott, Arizona

Schott Financial Management is an investment advisory firm in Prescott, Arizona. The office has a wheelchair-accessible entrance. The office is open five days a week.

Prescott, Arizona

Hamada Wealth Management Group, LLC is based in Prescott, Arizona and offers financial planning, investment management, and insurance analysis services to individual investors and entrepreneurs. The firm emphasizes a tax-conscious approach to financial guidance and aims to help clients work toward financial stability and independence through education about their financial situation. The firm maintains a hands-on service model and also serves clients in the Platte City, Missouri and Atchison, Kansas areas.

Prescott, Arizona

Independent RIA

Brian Scott runs an independent registered investment advisory firm in Prescott, Arizona, serving as a fiduciary and offering financial planning and ongoing portfolio management. The firm focuses on helping women and households align their finances with personal values through a collaborative three-step process: assessing current financial standing, building a personalized plan, and maintaining an ongoing advisory relationship with annual reviews and responsive support. Brian Scott holds an MBA with emphasis in financial planning and is a Ramsey Trusted Pro; he works directly with clients on an individual basis and serves couples, single women, and widows seeking to resolve financial misalignment within their families or personal situations.

Prescott, Arizona

Stoic Wealth Advisors provides financial planning and investment management services to individuals and families, with particular focus on healthcare professionals and medical workers. Operating from Prescott and serving clients in Scottsdale and surrounding areas of Arizona, the firm develops customized financial strategies and walks clients through the reasoning behind investment and asset allocation decisions. The firm emphasizes transparency and education in explaining financial concepts and options.

Prescott, Arizona

Independent RIA

Thrivent | Evimeria Financial Group | Scott Lang is an independent ria firm in Prescott, Arizona. It acts as a fiduciary. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Scottsdale, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 8 Google reviews.

Scottsdale, Arizona

Halbert Hargrove Scottsdale is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Scottsdale, Arizona

Ribbon Falls Wealth Management is an investment advisory firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

Scottsdale, Arizona

Insurance-Based

Northwestern Mutual Scottsdale is an insurance-based firm in Scottsdale, Arizona. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Scottsdale, Arizona

Family Wealth Advisors, LLC is an investment advisory firm in Scottsdale, Arizona. Services include Estate Planning, Insurance Analysis, Investment Management, Retirement Planning, and Social Security Optimization. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Scottsdale, Arizona

Sonoran Creek Wealth Advisors LLC is a Scottsdale-based firm founded by Chris Lutzel that serves pre-retirees, retirees, couples, and widows across Arizona. The firm provides retirement income planning, investment management, Social Security timing analysis, and legacy planning services with an approach emphasizing direct communication and practical guidance. Lutzel describes the firm's philosophy as combining blue-collar values with professional discipline, targeting clients who seek straightforward advice without pressure or complexity.

Scottsdale, Arizona

AXIOM Founders Family Office Inc. in Scottsdale provides wealth management and financial planning services to founders, entrepreneurs, business owners, and high-net-worth families. The firm offers investment management, retirement planning, tax strategy, exit planning with business valuation and succession support, and coordinated tax and legal services. AXIOM also provides lifestyle concierge services, business coaching, health and wellness planning, and family legacy planning. The firm coordinates with external professional experts to address clients' financial needs across investments, real estate, insurance products, and business transitions.

Scottsdale, Arizona

49th Parallel Wealth Management is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Scottsdale, Arizona

Juniper Wealth Management is an investment advisory firm in Scottsdale, Arizona. Services include Retirement Planning and Social Security Optimization. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Scottsdale, Arizona

Cole Wealth Management, based in Scottsdale, Arizona, offers financial planning and investment management services in partnership with Charles Schwab. The firm's approach centers on developing individualized financial plans that address client goals and priorities, with strategies spanning tax-efficient asset allocation, portfolio construction, and risk management. Led by financial advisor Robert DiCarlo, who holds the Chartered Retirement Planning Counselor (CRPC®) credential, the firm provides ongoing advisory support designed to adapt to clients' changing circumstances.

Scottsdale, Arizona

Galvin, Gaustad & Stein LLC is a Scottsdale-based registered investment advisor offering asset management, wealth management, and financial planning services to individuals, families, organizations, and institutions across multiple U.S. locations. The firm constructs individualized portfolios of stocks, bonds, and ETFs tailored to each client's risk tolerance and personal values, with advisors serving as independent fiduciaries. Its investment team includes multiple CFA® charter holders who research opportunities and monitor holdings, and several advisors hold CFP® certification. The firm has been verified for compliance with the Global Investment Performance Standards (GIPS®) since 2014.

Scottsdale, Arizona

CAPTRUST is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Small Business and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Scottsdale, Arizona

Stine Wealth Management is a Scottsdale-based firm offering investment management and wealth planning services. The firm works with clients across accumulation, distribution, and wealth transfer phases, addressing retirement income, tax-efficient investing, estate planning, and insurance needs through an initial consultation and customized strategy development process. The team includes professionals with CFP® certification and experience in financial services. The firm has received recognition on local media outlets and maintains a 5-star rating across 31 Google reviews.

Scottsdale, Arizona

ABLE Financial Group is an independent, fee-based financial advisory firm in Scottsdale, Arizona, offering investment management and wealth planning services. The firm's advisors hold CFP® certification and operate under fiduciary obligation, providing services that include business succession planning, education funding strategies, retirement plan advisory for small businesses, debt management, executive compensation guidance, charitable giving and legacy planning, and special needs family planning. The firm uses a goal-oriented process beginning with comprehensive financial profiling, strategy development via specialized software, plan implementation, and ongoing monitoring against stated objectives.

Scottsdale, Arizona

Possibility Wealth Advisors LLC is an investment advisory firm in Scottsdale, Arizona. The office has a wheelchair-accessible entrance.

Scottsdale, Arizona

Bruce Usher is a Chartered Financial Consultant at Usher & Associates in Scottsdale, Arizona, offering financial planning services to high-net-worth individuals and business owners. He holds the ChFC, CLU, and RICP designations and specializes in estate and retirement planning, using a process centered on clarifying client objectives and implementing asset allocation strategies alongside risk management. The firm serves a client base built largely through referrals and maintains relationships with multiple insurance carriers for health insurance products.

Scottsdale, Arizona

Silverhawk Private Wealth is an investment advisory firm in Scottsdale, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Scottsdale, Arizona

Trilogy Financial Services is a financial planning and investment management firm based in Scottsdale, Arizona, with advisors available across multiple locations and via virtual meetings. The firm provides retirement planning, financial planning, and investment management services, emphasizing a coaching approach centered on each client's life goals and circumstances. Advisors work collaboratively to develop customized, data-driven plans and offer ongoing guidance across topics including retirement readiness, Social Security timing, insurance needs, college savings, and estate considerations. Clients gain access to a secure portal for document storage and consolidated account viewing.

Scottsdale, Arizona

Caprock is a registered investment advisor and multi-family office firm based in Scottsdale serving ultra-high-net-worth individuals and families in the Phoenix area. Founded in 2005, the firm provides customized wealth management that spans investment strategy, private market access, and holistic balance-sheet planning, operating on a fee-only basis with no corporate sales conflicts. Caprock's approach emphasizes alignment between client values and portfolio construction, including access to private investments and impact investing options tailored to individual family circumstances.

Sedona, Arizona

Babb Financial Group is an investment advisory firm in Sedona, Arizona. Services include Financial Planning. The office is open five days a week.

Show Low, Arizona

TW Smith Planning and Investments, based in Show Low, Arizona, provides financial planning and investment management services led by Tyrell W. Smith, who holds an MBA from Colorado State University–Pueblo, the CRPC designation, and Series 7 and 66 registrations. The firm offers comprehensive financial planning, portfolio management, tax planning, retirement income planning, and ongoing financial guidance, with a specialized focus on disability and injury settlement planning informed by the principal's personal experience as a C6 quadriplegic. Smith is also licensed to sell life insurance, health insurance, and annuities, and the firm works with legal professionals on matters such as Special Needs Trusts and Medicare Set-Asides.

Sun City West, Arizona

Prime Wealth Advisors is an investment advisory firm in Sun City West, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 29 Google reviews.

Surprise, Arizona

Independent RIA

Wilde Wealth Management Group is an independent ria firm in Surprise, Arizona. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Surprise, Arizona

JC Grason, based in Surprise, Arizona, is an independently owned financial advisory firm offering financial planning, investment management, tax planning, and insurance analysis. The firm was founded in 2003 by John P. Fawson and Chris A. Graham, who sought to specialize in retirement planning after witnessing the impact of market downturns on their clients. Investment advisory services are provided through AE Wealth Management, LLC, an SEC Registered Investment Advisor, while insurance products are offered through JC Grason, LLC. The firm's principals hold relevant securities licenses and insurance credentials, and they work with a network of accountants and estate planning attorneys to serve individuals and families planning for retirement.

Surprise, Arizona

R&AP Financial, based in Surprise, Arizona, provides retirement planning and related services including estate planning, income planning, longevity planning, tax planning, and volatility protection strategies. Led by Mehran Rad, who brings over 22 years of financial planning experience, the firm works with clients to address retirement risks such as taxes, inflation, healthcare costs, and longevity concerns through customized planning approaches. The firm's stated focus centers on helping clients develop strategies that balance wealth accumulation with risk mitigation in service of personal goals and values.

Surprise, Arizona

Dynamic Wealth Management is a registered investment advisor based in Surprise, Arizona that provides investment management, wealth management, and retirement planning services. The firm offers tax preparation, estate planning, and in-house investment management, and serves retirees and those approaching retirement. The practice has over 35 years of collective experience and monitors client plans ongoing after implementation.

Surprise, Arizona

HPY Financial Solutions, based in Surprise, Arizona, offers financial planning, investment advising, and wealth management services. Led by President Milo Milosevich, who brings over 20 years of experience in financial advisory and insurance, the firm focuses particularly on serving retirees with strategies addressing taxation, estate planning, and longevity concerns. The firm is structured around a commitment to fiduciary principles and uses a holistic planning approach with an emphasis on transparency and client communication.

Tempe, Arizona

Prospect Wealth Advisors, based in Tempe, Arizona, serves pre-retirees and retirees with financial planning and estate planning services. The firm addresses income planning, tax strategy, retirement benefits analysis, and wealth preservation through a five-step process that includes an initial meeting, goal mapping, customized plan development, implementation, and ongoing monitoring. They have received a 5-star rating on Google.

Tucson, Arizona

Foster Wealth Management is a Tucson-based wealth advisory firm that provides investment management, tax strategy, estate planning, and insurance coordination services. Operating as fiduciaries, the firm focuses on understanding clients' personal circumstances, goals, and risk tolerance through long-term relationships built on open communication. The practice is affiliated with JW Cole, a broker-dealer, and reports that its growth derives entirely from client referrals.

Tucson, Arizona

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 8 Google reviews.

Tucson, Arizona

United Capital Financial Advisors is an investment advisory firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Tucson, Arizona

Longview Insurance & Investments is a Tucson-based firm offering financial planning and investment management services to individuals and families, including mid-to-late career professionals, retirees, women navigating life transitions, and business owners. The firm operates with a collaborative discovery-and-review process to develop personalized strategies covering budgeting, investing, risk management, retirement income planning, and estate planning. Operating for over 40 years, the firm emphasizes a coordinated approach that integrates planning, investments, insurance, and estate matters through a centralized client portal.

Tucson, Arizona

Independent RIA

Financial Directions is an independent registered investment advisor based in Tucson, Arizona, operating since 1996 with over thirty years of experience. The firm provides investment management and retirement planning services to individuals and small businesses, operating under a fiduciary standard and without sales quotas or hidden fees. The company emphasizes personalized financial strategies developed through detailed client consultation, with a focus on long-term relationships and transparent cost disclosure.

Tucson, Arizona

Modern Wealth Management is an independent investment firm in Tucson, Arizona that offers financial planning and insurance analysis services. The firm staffs Accredited Investment Fiduciaries who collaborate on client wealth strategies, emphasizing an education-focused approach to help clients understand the reasoning behind their financial plans. Services include investment management and wealth management, with advisors available for ongoing guidance on financial questions and life changes.

Tucson, Arizona

Aspire Wealth Partners is a wealth management firm based in Tucson, Arizona that serves individuals, families, and business owners regionally and nationally. The firm provides financial planning and advisory services using a collaborative approach, with a stated focus on integrating multiple aspects of clients' financial lives and serving as a primary resource for guidance. Jennifer Akins, a principal at the firm, has been recognized on Forbes' Best-In-State Wealth Advisors and Best-In-State Top Women Wealth Advisors lists. The firm describes its ideal clients as those who recognize the complexities wealth can create, value professional guidance, and prefer not to manage their finances independently.

Tucson, Arizona

Wealth Enhancement Group is an investment advisory firm in Tucson, Arizona. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tucson, Arizona

Matthew Gigstad - Thrivent is an investment advisory firm in Tucson, Arizona. Services include Estate Planning and Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tucson, Arizona

RJP Estate Planning is an Arizona-based firm serving Tucson and the broader state with over 30 years of experience in estate planning and retirement planning services. The firm specializes in living trusts, wills, powers of attorney, and trust funding, working with an in-house independent law firm to provide attorney-drafted documents alongside ongoing client support. Services include lifetime reviews every three to five years, settlement assistance for successor trustees at no additional cost, and additional resources such as medical powers of attorney and digital document storage. The firm serves Arizona homeowners, parents with minor children, married couples, and individuals with retirement accounts.

Tucson, Arizona

Wellspring Financial Partners is an investment advisory firm in Tucson, Arizona. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 25 Google reviews.

Tucson, Arizona

Silvertree Wealth Partners - Raymond James is an investment advisory firm in Tucson, Arizona. The office has a wheelchair-accessible entrance.

Tucson, Arizona

Millennium Private Wealth is an investment advisory firm in Tucson, Arizona. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tucson, Arizona

Affinity Wealth Management LLC is a Tucson-based wealth management firm founded by Angela Baurley, an MBA-holding LPL Registered Principal with over 20 years of industry experience. The firm provides financial planning, investment management, and wealth management services, including offerings for high-net-worth clients, alternative investments, and trust services. The team includes financial advisors with Series 7, 65, 63, and insurance licenses, and the firm is women-owned and operated. The firm emphasizes personalized planning and long-term client relationships based on open communication and understanding individual risk tolerance and goals.

Tucson, Arizona

Adara Wealth Management is a Tucson-based financial advisory firm serving mid- to late-career professionals with 20+ years of work experience. The firm offers goals-based investing, retirement income planning, business planning, estate and legacy planning, institutional investing, and obligation needs analysis. Operating on a referral-only basis, the firm works with both working and retired clients to develop lifestyle and legacy plans. Key team members include Adam Goldstein and George Chardukian.

Tucson, Arizona

Carmichael Financial Advisors, LLC is an estate planning and financial advisory firm based in Tucson, Arizona with over 20 years of industry experience. The firm offers estate planning services alongside wealth-building guidance, with a stated focus on personalized client attention and planning toward individual financial goals.

Tucson, Arizona

Ironwood Financial is a fee-based fiduciary firm in Tucson serving clients with $250K–$1M+ in assets, offering financial planning and investment management led by CFP-credentialed advisors. With over 20 years of local experience, the firm emphasizes a client-first process that begins with understanding goals and values, educates clients on investment theory and fee structures, and delivers ongoing portfolio management and rebalancing. The firm structures its advice around active portfolio management, tax coordination, and behavioral guidance rather than individual stock selection, and discloses transparent advisory fees rather than operating on commission.

Tucson, Arizona

Underhill Financial Advisors, LLC is an investment advisory firm in Tucson, Arizona. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 51 Google reviews.

Tucson, Arizona

Sarah Eschenbrenner is a financial advisor at Anchor Financial Solutions Group in Tucson, Arizona, holding the Retirement Income Certified Professional designation. She provides financial planning and retirement income strategy services, with a focus on tax-efficient approaches and risk management. She works particularly with women seeking to build financial confidence and independence, and incorporates faith-based principles into her advisory practice. With over 25 years of industry experience, she helps clients work toward their personal financial objectives across various life stages.

Tucson, Arizona

Generous Wealth Advisors is a Tucson-based financial planning firm serving clients through significant life transitions such as retirement, business sales, and estate planning. The firm provides investment management, retirement planning, tax analysis, business exit planning through a Certified Exit Planner, and estate planning coordination. Their approach emphasizes aligning investment strategies with client values and offers personalized wealth management strategies supported by comprehensive financial planning.

Yuma, Arizona

Southern Pacific Asset Management, LLC, based in Yuma, Arizona, provides retirement planning, investment management, and estate planning services. Founded by Shawn McKeown, the firm emphasizes personalized financial planning that begins with understanding each client's specific circumstances and goals, using a structured process of discovery, income assessment, custom strategy development, and ongoing support.

Yuma, Arizona

Visionary Solutions is a Yuma, Arizona–based financial planning firm led by John Romanucci, who brings 40 years of experience in the field. The firm offers financial planning and deferred annuities services, employing Monte Carlo modeling to help clients develop and understand retirement and financial strategies. Romanucci works directly with clients to build long-term plans aligned with current budgets and future objectives.

Yuma, Arizona

Southwest Advisory Group is a financial advisory firm based in Yuma, Arizona, with over 30 years of combined team experience. The firm offers financial planning, investment management, retirement planning, estate planning, insurance planning, education planning, and small business retirement plan services, operating as an employee advisor channel within LPL Financial. The founder and principal, Steve, holds CFP® and MBA credentials. The firm follows a three-meeting process focused on discovery, proposal development, and implementation, and maintains referral relationships with local CPAs and estate attorneys.