Financial Advisors in Arizona

Client-centered collaborative investment practice, with practical approach to markets and investments. Specialty practices in growth investing, as well as muni bonds and women's planning issues including marriage and divorce. Quarterly public education events for women feature female experts in roundtable discussions on financial topics.... See More

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financial life must be understood and addressed. It also requires working with the client's other advisors such as their legal, tax, and insurance advisors. Someone needs to coordinate and manage the various financial, tax, and legal issues facing a client, and that coordinator and manager is me.... See More

Foothills Financial Planning is a Phoenix-based licensed Investment Advisory firm that provides individuals, families, and business owners with fee-only financial planning and wealth management services. Although we are based in the Ahwatukee neighborhood of Phoenix, we also work virtually with individuals for whom our offices are not convenient. As a fee-only advisor, Foothills is a member of NAPFA, the National Association of Personal Financial Advisors.... See More

Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Donald Burton,CFP® has over twenty years experience serving clients though many economic and market cycles offering comprehensive financial planning.
Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org & www.sipc.org Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

For a list of states in which I am registered to do business, please visit www.burtonwealth.com... See More

Kenneth Brenden, CFP

Victor Hess, AEP, AIFA, CCPS, CFP, CIMA, CPA/PFS
Welcome! ButtonWood Advisors, LLC is a Tucson, Arizona fee only Registered Investment Advisory firm, offering financial planning and investment advice on an as needed hourly basis. This means we have no minimum account value. We are fiduciaries. As a fiduciary we place your best interest first. Even before our own. We owe no loyalty to any company or product. The only product we provide is advice. Our loyalty is only to you. ButtonWood Advisors, LLC adheres to the philosophy that there are three distinct financial phases of everyone's life. Building Wealth, Distributing Wealth, and Transferring Wealth all built on Protecting Wealth and all covered by the Umbrella of Taxation. Where as some advisors specialize solely in wealth accumulation, you can rest assure that ButtonWood Advisors, LLC is an expert in all phases of your financial life.We strongly believe in client's financial education. We believe that financial literacy will be the over riding aspect determining the degree of success our clients have in their financial life. Our website contains a wealth of information in the form of newsletters, articles, calculators, and research reports. We also offer online and worksite seminars to help keep you informed so you can make the best financial decisions.We believe that financial planning is more than just planning for your retirement. Financial planning directly affects your tax situation. You may not realize, but taxes are likely your largest single expense. We can help you lower your taxable income and get an immediate return on your investment.Contact us... See More

James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually throughout the country.
Our unique flat-fee business model puts us on the same side of the table as our clients. Unlike most fee-only advisors, we do not charge a % of the assets we manage. Thus we remove the incentive that most advisors have to take unnecessary investment risk and discourage clients from paying off debt, spending in retirement or giving away money during their lifetime.
Instead, we take a holistic approach to wealth management and use our expertise to help you accomplish your goals.
In implementing our clients' investment portfolios we employ a disciplined investment approach that is supported by decades of academic research. We put particular emphasis on minimizing our clients' fees and taxes.
If you are interested in working with a long-term financial partner who you can trust, we invite you to contact us.... See More

Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell no products, which reduces the risk of a conflict of interest and increases the chances that our clients purchase only those investments, insurance policies, and other financial products that increase the chances of reaching your goals. People discover that with Commission Free Financial Planning Solutions, Inc., being financially secure and independent does not mean being alone.
Jon Ford is an investment advisor representative for Commission Free Financial Planning Solutions, Inc. He holds undergraduate and graduate degrees in mathematics and psychology and practiced as a psychologist in private and public service for sixteen years. His training--mathematician, psychologist, manager, financial planner--combine to make a formidable ally for any client seeking to reach his or her financial goals. Don`t wait--make the contact now.
Check out our website--It will lead you to vast and comprehensive stores of knowledge. We provide financial planning and investment advisory services that will help you toward all your financial goals. Welcome to our world.
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Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we believe that professional, independent financial advice is something all Americans need, at least periodically, to build the brightest financial futures. We offer services on an hourly, as-needed basis. Our primary office is located in Schaumburg, IL. We also have offices in Chicago and Phoenix. Chicago appointments are scheduled on an as-needed basis, typically one day per week. And Phoenix? Cheryl started with quarterly visits to Phoenix and is now typically scheduling in-person visits during one week per month. Additional meetings are available virtually. ... See More

Bob Burger, CFP
Congrats! You have done your homework and recognize the benefit of working with a Fee-Only Financial Planner. Now, you need to decide which advisors to interview from the list provided by NAPFA. I think it is safe to say you will be well served by anyone on this list. So, how do you choose which advisor to interview and ultimately work with?
The advisors on this list have multiple things in common and a few differences.
We all subscribe to the Fee-Only model. We are all held to a Fiduciary Standard.
The primary differences are how we are paid, whether we insist (or expect) ongoing investment management and whether we have an account minimum.
We base all fees (financial planning and investment management) on an hourly rate rather than a percentage of assets under management (AUM). We believe financial planning and investment management compliment each other, but do not insist on managing your portfolio in order to provide a financial plan review. Because of the hourly model, we do not have an account minimum in place. Approximately 50% of clients who complete a financial plan with us continue to self-manage their investments.
Want to know more? Vist:www.disciplinedmoney.com
Email: Phone: ... See More

Jason Lilly, CFA, CFP, MBA

John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you and your team (accountant, attorney, insurance agent, etc.) to ensure coordinated and seamless advice. If you do not already have a team in place, we assist in establishing relationships with other advisors where necessary. Please visit us at Xpertadvice.com to learn more about our philosophy and services. ... See More

Linda Stratton, CFP, EA, MBA
Stratton Advisors helps people reach the goal of building assets to create financial independence then implement a strategy to generate a a retirement paycheck. I use an integrated approach that coordinates tax planning, investment advice, and financial planning services.
Stratton Advisors builds a unique relationship with each client that focuses on you, not on product sales. Your situation, your goals, and your expectations deserve unbiased, objective advice. The amount of money you need to be financially independent is not the same as it is for your neighbor or your co-worker or your sibling. The amount of money you need depends on your goals for your life. It depends on your activities, interests, health, family obligations and other elements of your own situation. Financial planning is the process of pulling it all together.

Linda is a tax professional and Enrolled Agent as well as a Certified Financial Planner®, and uniquely prepared to integrate smart tax planning with effective investment strategies. Linda is a NAPFA-Registered Financial Advisor and a member of ACP, the Alliance of Comprehensive Planners.

For an initial get acquainted meeting, Stratton Advisors offers a complementary appointment to discuss your situation and your concerns.
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We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND personal financial planning that may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.

Continuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. We help you on your journey toward long-term financial success by:

• Creating a strategy and putting a plan in place to get you from where you are now to where you want to be
• Helping you achieve your lifestyle and retirement goals
• Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you
(family, friends, personal interests, life goal, travel etc.)
• Helping you make good financial decisions and avoid costly mistakes
• Simplifying your financial life
• Providing financial peace of mind!... See More