Find a Financial Planner in Pima County, AZ

 

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

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We Only Work With The Best Pima 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 Pima County, AZ


  • Financial Advisor Close to Pima 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 Pima County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Pima County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Pima County can include managing client retirement accounts, investments, tax plans, and more.
23.0% of Pima County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Pima County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Pima County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Pima County 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. In the Pima 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 is a service offered by many financial advisors, planners, and other professionals in the Pima County 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 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 Pima County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 1027,207
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $190,700
  • Average Monthly Housing Cost: $936
  • Average Household Income: $73,554
  • 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 Pima County, AZ


FINANCIAL DIRECTIONS LLC

Website

(520) 408-7777

1228 East Prince Road

Tucson, AZ 85719

SEC#: 801-56919
Years in Business: 21 years

DAVIS SELECTED ADVISERS LP

Website

(180) 027-2279

3600 E. Hemisphere Loop

Tucson, AZ 85706

SEC#: 801-31648
Years in Business: 33 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

3067 W. Ina Rd.
Suite 105
Tucson, AZ 85741

SEC#: 801-80752
Years in Business: 6 years

GR FINANCIAL GROUP, LLC

Website

(520) 577-4711

4556 E Camp Lowell

Tucson, AZ 85712

SEC#: 801-80641
Years in Business: 6 years

GOOD STEWARD CAPITAL MANAGEMENT , INC.

Website

(520) 300-6539

333 N Wilmot Rd
Suite 340
Tucson, AZ 85711

SEC#: 801-107674
Years in Business: 5 years

WEALTH MANAGEMENT PARTNERS, LLC

Website

(520) 297-7999

1980 E River Rd. #120

Tucson, AZ 85718

SEC#: 801-119566
Years in Business: 0 years

STERLING INVESTMENT MANAGEMENT, INC.

Website

(520) 293-3311

6262 North Swan Rd.
Suite 210
Tucson, AZ 85718

SEC#: 801-50373
Years in Business: 25 years

CAPITAL WEST PARTNERS, LLC

Website

(520) 296-9803

6842 E. Tanque Verde Road
Suite C
Tucson, AZ 85715

SEC#: 801-62859
Years in Business: 17 years

NOVA FINANCIAL SERVICES

Website

(520) 745-5555

1630 E River Rd
Suite 212
Tucson, AZ 85718

SEC#: 801-79612
Years in Business: 7 years

TREIBERG WEALTH MANAGEMENT

Website

(520) 232-0505

3573 East Sunrise Drive
Suite 115
Tucson, AZ 85718

SEC#: 801-116731
Years in Business: 2 years