Fiduciary advisors in Tucson, AZ

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.