Find a Financial Planner in Scottsdale, AZ

 

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We Only Work With The Best Scottsdale 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 Scottsdale, AZ


  • Financial Advisor Close to Scottsdale, 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 Scottsdale 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 Scottsdale 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Scottsdale can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
28.7% of Scottsdale'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 Scottsdale area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Scottsdale area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Scottsdale area.
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 Scottsdale 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 Scottsdale 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 Scottsdale area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 250,602
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $483,800
  • Average Monthly Housing Cost: $1,433
  • Average Household Income: $132,835
  • 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 Scottsdale, 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: 1 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