Fiduciary advisors in Prescott, AZ

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

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

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

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

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

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

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

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.

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.