Heirloom Financial Services
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country
Wendy draws on a decade of multidisciplinary experience helping clients with their financial needs. She helps clients develop, implement, monitor and update financial planning strategies in pursuit of their financial goals.
Wendy earned her Masters degree in Finance and is a Certified Financial Planner™ and Enrolled Agent. In addition to serving her financial planning clients, Wendy also provides tax services through her company Tax Shark.
When Wendy is not helping clients reach their financial goals, she enjoys reading, baking, gardening and traveling with her husband, Scott.
Wendy Hubbard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 DO THINGS DIFFERENTLY
You deserve better than a commissioned sales approach to financial planning. As a Fee-Only Certified Financial Planner™, I provide independent, objective advice and act in good faith and the best interests of my clients. I never accept any referral fees or compensation contingent upon the purchase or sale of a financial product and I always abide by the National Association of Personal Financial Advisors' strict code of ethics.
You have worked hard to get where you are. And now you're ready to get your financial life in order. If you have been turned off by financial professionals talking over your head, judging your financial decisions (or lack of), not truly listening to what you are saying and continually trying to sell you financial products, we welcome you to the financial planning firm you hoped you would find. We're here to join you on your journey to your unique financial goals. Our office is located in Phoenix, Arizona and we are available to meet by appointment in Phoenix or online.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Wendy Hubbard is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Wendy Hubbard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Wendy Hubbard is an Enrolled Agent with the IRS (Learn More)
An 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.
Wendy Hubbard is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Wendy Hubbard
3240 E Union Hills Dr
Phoenix, AZ 85050