Find a Financial Planner in Maricopa County, AZ

 

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We did the hard work of finding trustworthy partners in Maricopa County, AZ.

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We Only Work With The Best Maricopa County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Maricopa County, AZ


  • Financial Advisor Close to Maricopa County, AZ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Maricopa County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Maricopa County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Maricopa County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.0% of Maricopa County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Maricopa County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Maricopa County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Maricopa County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Maricopa County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Arizona has unique laws defining which actions trigger a taxable event and has the 20th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Maricopa County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Maricopa County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Maricopa County, AZ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Maricopa County, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Maricopa County financial advisors.
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How Retirement-Friendly is Maricopa County, AZ?

  • Population: 4328,810
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $271,000
  • Average Monthly Housing Cost: $1,167
  • Average Household Income: $89,019
  • Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Arizona Property Tax: 2.53% (17th Lowest in U.S.)
  • Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
  • Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Maricopa County, AZ


HARMONY ASSET MANAGEMENT LLC

Website

(480) 314-5967

7337 E. Doubletree Ranch Road
Suite 295
Scottsdale, AZ 85258

SEC#: 801-118731
Years in Business: 0 years

COPPERWYND FINANCIAL

Website

(480) 348-2100

14256 N. Northsight Blvd.
Ste B-115
Scottsdale, AZ 85260

SEC#: 801-67763
Years in Business: 14 years

KEY GROUP MANAGEMENT, INC.

Website

(480) 477-5252

8765 East Bell Road
Suite 207
Scottsdale, AZ 85260

SEC#: 801-114845
Years in Business: 2 years

ARQ WEALTH ADVISORS, LLC

Website

(480) 214-9572

14500 N. Northsight Blvd
Suite 200
Scottsdale, AZ 85260

SEC#: 801-107346
Years in Business: 5 years

REDWOOD INVESTMENT MANAGEMENT, LLC.

Website

(310) 272-8185

4110 N. Scottsdale Rd., Ste. 125

Scottsdale, AZ 85251

SEC#: 801-78563
Years in Business: 7 years

GALVIN, GAUSTAD & STEIN, LLC

Website

(480) 776-1445

7377 E. Doubletree Ranch Road
Suite 250
Scottsdale, AZ 85258

SEC#: 801-71464
Years in Business: 10 years

BRIDGELIGHT CAPITAL LLC

Website

(480) 270-5240

20645 N. Pima Road
Suite 225
Scottsdale, AZ 85255

SEC#: 801-116940
Years in Business: 1 years

INTERWEALTH MANAGEMENT, LLC

Website

(480) 397-2691

8585 E Hartford Dr
Suite 108
Scottsdale, AZ 85255

SEC#: 801-116669
Years in Business: 1 years

TRAJAN WEALTH, L.L.C.

Website

(480) 990-3300

7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258

SEC#: 801-100392
Years in Business: 5 years

RESQ INVESTMENT PARTNERS, LLC

Website

(480) 634-6980

9260 E Raintree Dr
Suite 100
Scottsdale, AZ 85260

SEC#: 801-78822
Years in Business: 7 years