Fiduciary advisors in Chandler, AZ

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

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

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

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

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

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

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

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.

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

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.