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Find Top Financial Advisors in Scottsdale, Arizona

Scottsdale, Arizona, stays in the 70's pretty much year round and is a great city to raise a family. This desert city has a low crime rate, good schools and could be a good place to settle down even though the cost of living is 14% higher than the national average. Scottsdale is also considered to be the second most expensive city in Arizona so it may be a good idea to have an experienced financial advisor by your side to guide you towards a more secure financial future. There are over 2680 financial advisors to choose from in Scottsdale and the decision making process could perhaps be a bit daunting. That's where WiserAdvisor can help. We specialize in connecting people to vetted fiduciary financial advisors.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Scottsdale, Arizona.

Finding the Top Financial Advisor in Scottsdale, Arizona

Last Updated - 30-May-2023

Scottsdale has 9 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 230 non-vetted advisors in your local area. These financial advisors in Scottsdale , Arizona have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Scottsdale , Arizona mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Scottsdale, Arizona.

Qualified Financial Advisors in Scottsdale, Arizona

Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Rafal
BAYNTREE WEALTH ADVISORS
7001 N. Scottsdale Road,
Suite 2055,
Scottsdale, AZ 85253
19 Years Not Specified $250,000 Fee-Based
Dave Stanfield
CFP®, EA
EVERGREEN WEALTH MANAGEMENT
7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254
25 Years $0 $100,000 Fee-Based
Jason M Buchanan
CFP®, AIF®
ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale RD,
Suite B2-215,
Scottsdale, AZ 85254
17 Years Not Specified $100,000 Fee-Based
Bruce Hosler
EA, CFP®, AIF®, CEPA®
HOSLER WEALTH MANAGEMENT
7400 E Pinnacle Peak Rd,
Suite #100,
Scottsdale, AZ 85255
26 Years Not Specified $1,000,000 Fee-Based
Ryan Kidd
CRC®
VALIDUS FINANCIAL ASSOCIATES
8502 E. Princess Dr. #230,
Scottsdale, AZ 85255
Not Disclosed Not Specified $100,000 Not Specified
Diron Tappin
TCP ASSET MANAGEMENT
11130 N. Tatum Blvd,
Suite I-101,
Phoenix, AZ 85028
20 Years $500,000,000 $500,000 Not Specified
Jeffrey Wilcock
RFC®
SEROS FINANCIAL
2141 E. Broadway Rd.,
Suite 220,
Tempe, AZ 85282
27 Years $50,000,000 $250,000 Fee-Based
Jason Smith
CFP®
BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC
64 E Broadway Rd.,
Ste. 200,
Tempe, AZ 85282
25 Years $0 $20,000 Fee-Based
Aaron C. Montez
CFP®
VALIDUS FINANCIAL ASSOCIATES
8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382
22 Years $350,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Scottsdale, Arizona

Qualifications CRD# 5602416
Firm CRD# 226708
Series 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 7001 N. Scottsdale Road,
Suite 2055,
Scottsdale,
AZ
85253
Phone Number 480-494-2750

About Bayntree Wealth Advisors

Bayntree Wealth Advisors

Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years. Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ. The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 7047 E Greenway Pkwy,
Suite 250,
Scottsdale,
AZ
85254
Phone Number 206-235-6025

Dave grew up in the Seattle area. He attended the University of Washington and received a degree in Finance from the Foster School of Business. He began his career in the Financial Services industry in 1997 and has over 19 years experience working both with individuals and institutions. His first job after college was working for MetLife Insurance Company on Mercer Island, WA. He tailored life insurance strategies to meet client needs. Following MetLife, Dave went to work for McDonald Investments in Bellevue, WA. The team worked on an institutional trading floor speaking to CFO's, CEO's and Municipalities discussing Fixed Income options for their short-term operating cash. Dave wanted to return to working with individual clients and took a job with Fidelity Investments as an Account Executive in 2003. He worked at Fidelity for over 11 years and oversaw a book of approximately $290 million in assets. Over that 11 year period, Dave conducted thousands of client meetings building retirement and investment plans for clients in both the accumulation and distribution phase of life. Dave is a CERTIFIED FINANCIAL PLANNER professional and Enrolled Agent (EA). An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels - examination, collection, and appeals - of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns. Dave, his wife and their two children live in Scottsdale, Arizona the majority of the year and spend summers in Seattle where they are originally from. Dave is a Licensed Private Pilot, enjoys fishing, golf and traveling. Dave is also an active real estate investor. He received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing association.

About Evergreen Wealth Management

Evergreen Wealth Management

Evergreen Wealth Management was created to offer clients customized Wealth Management services. Our goal is to spend necessary time to fully understand each client's individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process. We have the flexibility to use a wide range of products. This can include active management investment solutions or time tested low expense investment vehicles. If you have questions please schedule a call, we would love to hear from you!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 5107064
Firm CRD# 153902
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 15279 N Scottsdale RD,
Suite B2-215,
Scottsdale,
AZ
85254
Phone Number 602-732-4745

Jason Buchanan joined Ashton Thomas in 2020 as a Wealth Advisor. Previously, he was a Private Client Advisor with JPMorgan Chase Bank. Jason grew up in a small town in Ohio just south of Columbus. A "big Buckeyes fan," he played football in high school and participated in 4-H. Jason attended Ohio University, starting off as a biology and pre-dentistry major. He decided to change paths while in school, graduating with a BA in Economics in 2004. Jason immediately pursued graduate studies, completing his Master of Financial Economics degree at Ohio University in 2006. After obtaining his master's degree, Jason decided to look elsewhere geographically to begin his career. Like many transplanted residents of the Grand Canyon State, he admits he moved to Arizona from the Midwest, "to get away from the cold and snow." He took a position with JP Morgan Chase as a branch banker and was soon promoted to a manager role. Jason officially became a financial advisor with the bank in 2011. "I've understood how money works from a young age," he says of why he became a client-facing financial advisor. "I love helping guide people towards achieving their goals." To that end, in 2016, Jason decided to become a CFP® Professional to "stand out among his peers" in the industry. Jason has been married to his wife, Bridget, since 2013. They have two young sons who keep them very busy. Jason volunteers regularly in his local church community and enjoys the occasional off-roading adventure or downhill ski trip.

About Ashton Thomas Private Wealth

Ashton Thomas Private Wealth

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2581041
Firm CRD# 8032
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 7400 E Pinnacle Peak Rd,
Suite #100,
Scottsdale,
AZ
85255
Phone Number 480-994-7342

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Scottsdale and Prescott Arizona, he has been in practice since 1997. Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients.

As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.

To get to know Bruce and learn a bit more, listen to his new podcast by visiting his website or search "Protecting & Preserving Wealth" on your favorite audio streaming service! Listen Here

About Hosler Wealth Management

Hosler Wealth Management

At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own. Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life. Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity. We have a number of ways to serve and accommodate you for your convenience; via phone call, email or (Zoom) video conferencing with screen share technology.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4953236
Firm CRD# 3978


Office Location 8502 E. Princess Dr. #230,
Scottsdale,
AZ
85255
Phone Number 623-825-1020

Ryan Kidd, Senior Partner with Validus Financial Associates, first launched his career as an Evaluator at a Nuclear Power Plant. This afforded him the chance to develop his aptitude for communication and leadership. He later channeled this unique skillset into his passion for finance as he embarked on a career in retirement planning for Utility/Nuclear Power Plant employees. Ryan's client base grew as he helped build a better financial future and transition his clients into retirement. Ryan is a Certified Retirement Counselor® who is committed to helping individuals and business owners with Financial/Retirement Planning, Estate Planning Strategies and Business Succession Planning. Ryan Kidd received his bachelor's degree in Business Administration, a master's degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book "The Art of Retiring Whole", a non-financial guide to retiring with purpose, productivity and endless possibilities.

About Validus Financial Associates

Validus Financial Associates

Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.


Qualifications CRD# 4415868
Firm CRD# 2866037

Compensation/Fee Hourly, Flat Fee, Based on Assets


Office Location 11130 N. Tatum Blvd,
Suite I-101,
Phoenix,
AZ
85028
Phone Number 480-824-8444

Diron Tappin is a Wealth Manager at TCP Asset Management. Diron joined TCP to fulfill his vision of providing comprehensive, independent, transparent financial advice to family, friends, other financial professionals, and business owners. Diron has been in the financial services industry for over 20 years and has held a variety of positions in on Wall Street that give him a keen eye for combining clients needs with modern asset management concepts. He utilizes the process that has been developed at TCP to provide clients with a dynamic and adaptable plan to work towards the goals of financial independence, retirement, risk management, estate planning and hopefully peace of mind. Diron has a bachelor's degree from The University of Northern Colorado. He was born in New York, raised in Hawaii, he has lived in Scottsdale, Arizona since 2004 with his wife, Stacey, and son Cole. When he is not at work you will find Diron coaching football locally with the Scottsdale Outlaws youth program or at Desert Mountain High School, Go Wolves!

About TCP Asset Management

TCP Asset Management

We are a group of financial professionals committed to partnering with you throughout your financial life. As a full-service independent firm, we provide honest, fiduciary financial advice to a dynamic group of successful individuals and their families.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2034946
Firm CRD# 166808
Series 6, 7, 22, 24, 26, 63, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets


Office Location 2141 E. Broadway Rd.,
Suite 220,
Tempe,
AZ
85282
Phone Number 480-967-1155

Jeff began his financial career in 1990 and is currently a Registered Financial Consultant (RFC®) and has his series 7, 63, 65 and 24 licenses. Jeff has been a popular seminar speaker and even hosted a series of radio broadcasts on financial matters. Jeff faces each day with a positive optimism that is wildly contagious. Jeff's clients love their meetings with him and have great deal of respect for what he does. In 2000 Jeff met Bill Kelso CPA, CFP®, the two decided to merge and create Alliance Financial Group. That company then combined with Campbell Schoneberger 11 years later, to become Seros Financial. On weekends, Jeff loves spending time with his family. His wife, Kerri, is an amazing decorator (not exaggerating, when you see our office you'll believe me!) and together they have 4 children. With his love for life, Jeff enjoys nothing more than to be outside jogging, hiking a trail or riding a mountain bike. Jeff has been a leader with the Boy Scouts of America for over 20 years.

About Seros Financial

Seros Financial

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement. 1. Goals We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals. 2. Risks Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly. 3. Investments You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio. 4. Income Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible. 5. Taxes We help you develop a strategy that balances your tax burden now and throughout retirement. 6. Test Run Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement. 7. Retirement With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.


Qualifications CRD# 2518521
Series 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 64 E Broadway Rd.,
Ste. 200,
Tempe,
AZ
85282
Phone Number 623-203-7003

University of Michigan, B.A. in Economics 1994; Indiana University, M.S. in Finance, 2016; Boston College, Certificate in Financial Planning 2008; Fuller Theological Seminary, M.A. in Theology, 2009

About Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 4108246
Firm CRD# 3978
Series 6, 7, 24, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 8877 West Union Hills Drive Suite 540,
Peoria,
AZ
85382
Phone Number 623-825-1020

Aaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. After graduating with a finance degree from Arizona State University, Aaron was able to grow a client base helping individuals and business owners with their financial, education and retirement planning, estate planning strategies, and business succession planning. As a benefit to his clients Aaron sought and received a Certificate in Retirement Planning from Wharton School and holds Series 7, 63, 65 and 24 registrations as well as Life and Health Licenses. In 2003, Aaron was asked to join his firm's management team where he was eventually promoted to the Senior Vice President of the Southwest Branch. While in management, Aaron oversaw the hiring, training, development and mentoring of new advisors to the firm. This position not only allowed him to further develop his adeptness for leadership and communication but, more importantly, he also gained valuable experience working with complex client situations. He has earned the CERTIFIED FINANCIAL PLANER practitioner certification and is a member of the local Financial Planning Association. His success in the financial industry has been recognized and has led to many prestigious awards since 2002. Aaron and his wife Olivia have 5 children (Zachary, Dallin, Brigham, Keaton and Ella). Aaron's hobby IS his family so he spends any and all free time with them. He enjoys fishing, coaching his kids and supporting his wife and children in their various activities. Community service has always been a priority for Aaron. He is an active volunteer with the local BSA program and serves in several capacities with his church. We appreciate your time and interest in Validus Financial Associates.

About Validus Financial Associates

Validus Financial Associates

Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Customer Reviews

Top Financial Advisor Firms in Scottsdale, Arizona (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
27 1217 $2,441,903,849
A percentage of AUM, Performance Based
AUTUS ASSET MANAGEMENT, LLC
16435 North Scottsdale Road, Suite 105, Scottsdale, AZ 85254
12 2407 $1,438,890,003
A percentage of AUM, Hourly charges, Fixed fees
TRAJAN WEALTH, L.L.C.
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258
67 8885 $1,054,443,957
A percentage of AUM, Fixed fees, Other (1031 ADVISORY FEES)
ARQ WEALTH ADVISORS, LLC
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260
10 1086 $412,046,629
A percentage of AUM, Fixed fees
MULHOLLAND WEALTH ADVISORS, LLC
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
27 878 $310,388,640
A percentage of AUM
STABLEFORD CAPITAL LLC
14646 North Kierland Blvd., Suite 145, Scottsdale, AZ 85254
5 264 $294,272,000
A percentage of AUM
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255
5 950 $270,835,956
A percentage of AUM, Hourly charges, Fixed fees
AIM CAPITAL
7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ 85258
3 421 $263,521,761
A percentage of AUM, Hourly charges
KEY GROUP MANAGEMENT, INC.
8765 East Bell Road, Suite 207, Scottsdale, AZ 85260
5 425 $183,098,999
A percentage of AUM, Hourly charges, Fixed fees
INTERWEALTH MANAGEMENT, LLC
8585 E Hartford Dr, Suite 108, Scottsdale, AZ 85255
4 485 $171,000,000
A percentage of AUM
PERINI CAPITAL
20645 North Pima Road, Suite N-230, Scottsdale, AZ 85255
7 73 $158,905,836
A percentage of AUM, Performance Based
CYPRESS STRATEGIES
6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254
7 75 $126,916,158
A percentage of AUM, Hourly charges, Fixed fees
SPAHN WEALTH & RETIREMENT LLC
4310 North 75th Street, Scottsdale, AZ 85251
1 211 $117,072,252
A percentage of AUM
HARMONY ASSET MANAGEMENT LLC
15169 N. Scottsdale Road, Suite 205, Scottsdale, AZ 85254
8 332 $116,697,087
A percentage of AUM, Hourly charges, Fixed fees
RESQ INVESTMENT PARTNERS, LLC
9260 E Raintree Dr, Suite 100, Scottsdale, AZ 85260
6 2 $66,131,705
A percentage of AUM

    List of Additional Advisors in Scottsdale, Arizona*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    11111 N. Scottsdale Road, Suite 205, Scottsdale, AZ  85254 480-378-2383
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-922-7805
    4250 N Drinkwater Blvd, Fl 3, Scottsdale, AZ  85251 602-840-1888
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-922-7911
    6909 E Greenway Pkwy, Ste 245, Scottsdale, AZ  85254 602-794-1105
    16220 N Scottsdale Rd, Ste 250, Scottsdale, AZ  85254 480-922-4200
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-922-7828
    14850 N Scottsdale Rd, Suite 600, Scottsdale, AZ  85254 480-624-5742
    6909 E Greenway Pkwy, Ste 245, Scottsdale, AZ  85254 602-794-0191
    3333 North Hayden Road, Scottsdale, AZ  85251 480-776-5897

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?