Financial Advisors in Prescott, Arizona (Yavapai County)

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

Carrier, Maurice and Webb Wealth Advisors is among the few fee-only*, fiduciary firms led by Certified Financial Planner™ professionals with decades of hands-on money management experience in the nation. And - it's the only one in the Verde Valley region. We take you from mystery to mastery of your money.

CMW offers a trustworthy foundation for confidence in sustaining long term financial independence. Individually tailored portfolios and hands-on asset management are designed to deliver "all the time peace of mind." Academically validated investment principles attested to by four Nobel Prizes support our strategic approach in helping clients achieve long term market returns with less than market risk. We offer this client experience in a partnership of shared results.

*We are a fee-only practice. CMW elected this distinct fiduciary status to eliminate the built-in conflicts of interest that come with more than 500,000 registered sales representatives commonly called 'Financial Advisors'. Fewer than 6,000 CFP® professionals of more than 76,000 are fee-only. It means we are legally bound to serve clients' bests interests. This requires we be paid solely and directly by clients without other intermediaries to manage your investments. CMW makes this commitment in writing and strongly encourages all consumers request this from any advisor candidate as the one way to ensure your advisor will work solely for you . Given the importance of your selection, we believe it's only prudent to confirm that your advisor has only your best interest at stake.... See More

Holistic retirement planning. We reveal the rules so you can win! We educate then facilitate. Learn about the five areas that most affect your life in retirement. With over 17 years serving clients, we are her to help with; Lifelong savings, Medicare, and creating a comfortable retirement.... See More

Fee-only
Investment Advisory
NAPFA Registered Advisor
Certified Financial Planner
Comprehensive Planning
Portfolio construction
No commissions
Fiduciary

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