Cortney Giles
MBA, CFP®, EA, CRPC®
Archstone Wealth Advisors, LLC
Founder and Financial Planner
Cortney Giles
MBA, CFP®, EA, CRPC®
Archstone Wealth Advisors, LLC
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cortney Giles, MBA, CFP®, EA, CRPC®
Fee-Only financial planner located in Chandler, AZ, serving clients locally and across the country
Cortney Giles is a Chandler, AZ fee-only financial planner. Archstone Wealth Advisors, LLC provides comprehensive financial planning, investment management, and tax planning to help younger professionals, families and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cortney Giles is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Cortney "Cort" Giles is a fee-only financial planner at Archstone Wealth Advisors located in Chandler, AZ.
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, IRS Enrolled Agent, Chartered Retirement Planning Counselor℠, and founder of Archstone Wealth Advisors. Since 2004, I’ve been providing financial planning services to individuals, families and businesses throughout Arizona. I graduated from Western Governors University and completed my MBA at Grand Canyon University.
Cortney Giles is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are an independent—comprehensive—non-commissioned—financial planning and wealth management firm. We are members of the Alliance of Comprehensive Planners, the community of tax-focused financial planners that operate under the retainer model (flat annual fee). Our system of planning addresses the real-life needs of people just like you—this system is driven by the “financial lifecycle” we each go through. Because we mostly operate under the retainer model, we can work with people in whatever stage they’re in as opposed to only those who have accumulated assets; for example, retirees.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Cortney Giles is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Cortney Giles is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Cortney Giles is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Cortney Giles is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Cortney Giles is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Archstone Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Cortney Giles is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
Contact Cortney Giles
Office Locations:
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2390 N Alma School Rd
#115
Chandler, AZ 85224
