Fiduciary advisors in Scottsdale, AZ

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.