Find a Financial Advisor in Oro Valley, AZ

 

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We did the hard work of finding trustworthy partners in Oro Valley, AZ.

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We Only Work With The Best Oro Valley 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Oro Valley, AZ


  • Financial Advisor Close to Oro Valley, 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

The Value of Working With the Best Financial Planners in Oro Valley, 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 Oro Valley, AZ

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

  • Population: 44,630
  • % of Population 62 Years and Over: 38.3%
  • Average Home Value: $319,500
  • Average Monthly Housing Cost: $1,252
  • Average Household Income: $107,122
  • 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 Oro Valley, AZ

 

NRG WEALTH MANAGEMENT

Website

(520) 818-7822

12115 North Oracle Road
Suite 151
Oro Valley, AZ 85737

SEC#: 801-116690
Years in Business: 2 years

FBL WEALTH MANAGEMENT, LLC

Website

(602) 481-9501

10355 N La Canada Dr. Ste.197

Oro Valley, AZ 85737

SEC#: 801-113458
Years in Business: 3 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

10231 N Fox Hunt Ln

Oro Valley, AZ 85737

SEC#: 801-80752
Years in Business: 7 years

 


Oro Valley, AZ Financial Advisor FAQs

You should ask questions about how they've been educated on financial matters, their experience with the rates of different investments, and understand their opinion on risk tolerance.
A financial advisor is not just someone who helps you manage your taxes. Someone who is well-rounded in their knowledge of investments, taxes, and retirement planning should be able to handle all the aspects of an individual's finances. It could be worth it to chat with a few so you can see what they might offer and how much they charge.
Due to the highly-regulated nature of what is required of financial advisors, you should always ask for referrals when trying to find somebody in this field. This will help provide you with an advisor who can best match your needs and goals.
A financial advisor is like a bank teller for your money. They help you budget and strategize using lines of credit, investments, savings accounts, or bonds.