Find a Financial Planner in Phoenix, AZ

 

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

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We Only Work With The Best Phoenix 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 Phoenix, AZ


  • Financial Advisor Close to Phoenix, 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 Phoenix 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 Phoenix 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 Phoenix, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.5% of Phoenix'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 Phoenix area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Phoenix area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Phoenix area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Phoenix area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Phoenix area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Phoenix area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 1633,017
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $244,300
  • Average Monthly Housing Cost: $1,106
  • Average Household Income: $80,631
  • 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 Phoenix, AZ


CUE FINANCIAL GROUP, INC.

Website

(602) 252-0911

3200 N. Central Ave
Suite #200
Phoenix, AZ 85012

SEC#: 801-66538
Years in Business: 14 years

SOVEREIGN INVESTMENT ADVISORS LLC

Website

(480) 385-2850

3930 E Ray Road Suite 170

Phoenix, AZ 85044

SEC#: 801-80942
Years in Business: 6 years

VISION2020 WEALTH MANAGEMENT CORP.

Website

(800) 552-3319

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

SEC#: 801-71541
Years in Business: 10 years

TANDEM WEALTH ADVISORS

Website

(602) 297-8600

1850 N. Central Avenue, Suite 330

Phoenix, AZ 85004

SEC#: 801-115170
Years in Business: 2 years

INTRINSIC VALUE PARTNERS, LLC

Website

(480) 522-2032

4742 N 24th Street
Suite 300
Phoenix, AZ 85016

SEC#: 801-78111
Years in Business: 7 years

JOHNSON WEALTH MANAGEMENT, LLC

Website

(480) 385-7399

5090 North 40th Street
Suite 205
Phoenix, AZ 85018

SEC#: 801-118126
Years in Business: 1 years

JUNCTURE WEALTH ADVISORS, LLC

Website

(480) 721-8900

1440 E. Missouri Avenue
Suite C210
Phoenix, AZ 85014

SEC#: 801-119406
Years in Business: 0 years

HATTON CONSULTING, INC.

Website

(602) 852-5520

5090 N 40th Street
Suite 160
Phoenix, AZ 85018

SEC#: 801-60580
Years in Business: 19 years

WINDSOR CAPITAL MANAGEMENT, LLC

Website

(480) 515-3514

20860 North Tatum Blvd.
Suite 220
Phoenix, AZ 85050

SEC#: 801-64200
Years in Business: 16 years

TFO PHOENIX, INC.

Website

(602) 466-3813

5060 North 40th Street
Suite 200
Phoenix, AZ 85018

SEC#: 801-72840
Years in Business: 9 years