Financial Advisors in Avondale, Arizona (Maricopa County)

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

Darin R Shebesta, Jackson Financial Advisors

Scottsdale, AZ 85258

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

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.
... See More

At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:

1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetime, and
3) the tax–efficient transfer of remaining wealth to beneficiaries.

The mission of our firm is to provide intelligent, informed, independent, and reasonably priced investment, retirement and estate planning advice.... 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

We proviced comprehensive financial planning and coordination services. Including investment, retirement, estate and tax planning. We are a resource for our clients seeking objective guidance. We are fee only and do not sell any products.