What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Phoenix, AZ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Phoenix, AZ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Raman Singh
CFP®, EA
Singh PWM
Phoenix, AZ
Specialties: Retirement Income Planning, Tax Planning, Investment Management, Income Planning, Estate Planning, Business Exit Planning, Cash Flow Planning, Comprehensive Financial Planning, Major Life Events Planning, Risk Management Planning
CFP® & Enrolled Agent | Retirement Income + In-House Tax Planning | Flat-Fee Fiduciary | Phoenix, AZ
Anthony Syracuse
CFP®
Dynamic Financial Planning LLC
Scottsdale, AZ
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Cash Management, Insurance Planning
Fee-Only Financial Planning for High-Earning Families and Tech Professionals in Scottsdale, AZ.
Francisco Ayala
CFA®, CFP®, MBA
The Coleridge Group, LLC
Phoenix, AZ
Specialties: Financial Life Planning, Cash Flow Management, Debt Management, College Education Planning, Employer Benefits Selection, Investment Management, ESG and Sustainability Investing, Tax Planning, Estate and Gift Planning
Live free of consumerism, give generously, be a good human.
Mark Sanaiha
CFP®, CWS®
Macallen Capital
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country
Shannon Grey
CFP®, CRPC®™®, MPAS™®
InvestEdge Planning
Peoria, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Legacy Planning, Managing Debt, Equity Compensation
Fee-Only Certified Financial Planner™ Delivering Financial and Retirement Planning Solutions to Help You Optimize Wealth, Income, and Tax Savings.
Prudence Zhu
MBA, CPA, CFP®, CFT™
Enso Financial
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Asset Management, Tax Planning, Estate Planning , Insurance Planning , Life Planning
Empowering YOU to Live a Life Without Regrets or Guilt - Start Today with a Solid Financial Plan Aligned to Your Values!
Andy Gerhartz
CFP®, MSPFP
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Detailed Financial Planning, Retirement Income Planning, Investment Management, Comprehensive Tax Planning, Social Security Decisions, Estate Planning
Retirement Planner and Fiduciary, located in Phoenix, AZ serving retirees and near retirees both locally and across the country. Specializing in retirement planning, comprehensive tax planning, and portfolio management.
Matthew Benson
CFP®
Sonmore Financial
Chandler, AZ
Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Investment Management, Charitable Planning
Serving retirees and tech professionals in the Phoenix, AZ area and clients across the country.
Scott Johnson
CFP®, AIF®
DecisionPoint Financial, LLC
Mesa, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), 403(b) & Cash Balance Plans
Fee-Only Financial Planning and Investment Management Firm with offices in Mesa, AZ, Gig Harbor, WA, and Bozeman, MT. Expertise in working with business owners, professionals, non-profits, and families seeking to grow and preserve wealth.
Dan VanDusen
CFP®, EA, TPCP®, MBA
Objective Wealth
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country virtually
Jacob Molina
CPA, CFP®
Styra Wealth Management
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security, Tax Planning, Tax Preparation, Estate Planning
Phoenix CPA and CFP® professional working with people who are within about five years of retirement or already moving into it. Retirement income, taxes, Social Security, and investments handled together, in one ongoing relationship.
Steven Chau
CFP®
Know Your Worth Financial
Gilbert, AZ
Specialties: Comprehensive Financial Planning, Project-Based Planning, Investment Management, Retirement Income Planning, Tax Planning, Risk Analysis and Estate Planning, Employee Benefits Optimization, Cash-flow and Debt Management
Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. I'm currently serving clients locally in Gilbert, AZ & across the country. ^_^
Ryan Kuhn
CFP®, MS
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Joseph Weber
CFS®, CPFA®, AIF®, CDFA®, AAMS™
Integrated Financial Solutions, PLLC
Gold Canyon, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401k Solutions, College Education Planning
Fee-Only financial planner located in Tempe with offices in Mesa, Gold Canyon, AZ. Serving clients locally and across the U.S.
Kevin O'Reilly
CFP®
EP Wealth Advisors
Phoenix, AZ
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Bryan Curry
CFP®
Bridge The Gap Retirement Planners LLC
Phoenix, AZ
Specialties: Comprehensive Financial Planning, Gifting Strategies, Investment Management, Retirement Income Planning, Tax Planning, Social Security, Estate Planning
Retiree Focused Financial Planner located in Simi Valley, CA. We serve clients both locally and virtually across the country and specialize in navigating the intricacies of a successful retirement plan.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
