Financial Advisors in Chandler, Arizona (Maricopa County)

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

Kenneth Brenden, CFP

J. Martin Wealth is a financial advisor with a fiduciary duty. A firm focusing on retirement planning, wealth management, 401(k) guidance, and tax-efficient investment strategies. We help clients nearing or in retirement, as well as high-income earners, create personalized plans to grow and protect their wealth. Services include investment advice, retirement income planning, 401(k) rollovers, Roth IRA conversions, and strategies to reduce taxes in retirement. Based in Arizona, we serve clients locally and virtually, always putting their best interests first.... See More

Lucas Wennersten
Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at www.transitionfinancial.com

Cornelius Van Zutphen, CFP, MS
Who We Are We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.What We Strive To DoFinancial PlanningWe offer and strive to provide technically excellent, client-centered, holistic financial life planning focusing on the client’s aspirations. We strive to help clients clarify their life goals and add meaning to their money. Technically correct financial plans are more likely to fail when those plans are not aligned with the clients’ core values, beliefs and aspirations, while successful financial life plans integrate financial and emotional intelligence and resonate with the client’s will to meaning. The most successful financial planning clients are also those who recognize that facilitating change and goal achievement requires advisory relationships serving as collaborators and accountability partners. ... 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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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

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

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

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

Darin R Shebesta, Jackson Financial Advisors

Scottsdale, AZ 85258

Randy Oldenburg, BA, BS, CFP
Camden Financial Management is a 25-year experienced, fee-only firm that works solely with individuals, addressing their investment management and financial planning needs. As opposed to the typical “team approach” where clients are relegated to a junior associate, Randy Oldenburg works directly with each client. Camden structures portfolios to each client's wishes. We do not implement cookie-cutter portfolios. We effectively structure client portfolios around clients' financial planning goals. Please give us a call to discuss your situation and needs and how we might be of help.... 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