Find a Financial Planner in Tucson, AZ

 

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We Only Work With The Best Tucson 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 Tucson, AZ


  • Financial Advisor Close to Tucson, 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 Tucson Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Tucson area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Tucson can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
17.6% of Tucson'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 Tucson area can create a custom plan and walk with you each step of the way.
In the Tucson area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Tucson area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Tucson area is generally long-term and performed with the help of a qualified planner. 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 Tucson 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 is a good way to make high-interest debts more manageable. Advisors in the Tucson 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 Tucson, 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 Tucson, AZ

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

  • Population: 541,482
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $161,500
  • Average Monthly Housing Cost: $868
  • Average Household Income: $58,057
  • 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 Tucson, 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