Fiduciary advisors in Surprise, AZ

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.

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

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.