The Best Financial Advisors in Phoenix

Here is our List of the 10 Phoenix Financial Advisor
Alpha Fiduciary

As fiduciaries, we provide wealth management solutions that are free of many conflicts often found at other financial and brokerage firms. Because we act as a fiduciary and in your best interests, we prioritize and address your most pressing needs first, while not losing sight of the lesser-priority matters. Life today is far more dynamic and complex than ever before, so our approach is consultative and forward-looking. Yet it is nimble and decisive when unplanned events demand quick, but thoughtful and accurate decisions. At Alpha Fiduciary, it’s not just about focusing on your rate of return. It’s about positively impacting the lives of the people we serve with a unified approach to wealth management.

We built Alpha Fiduciary to meet your total wealth management needs with integrity and mutual trust. These values are often touted by businesses today yet are not always practiced. At Alpha Fiduciary they are the very values behind every relationship we build with our clients, supported by our attention to detail, personalized service, and accountability.

We are driven by a desire to help our clients in as many aspects of their lives as possible, often extending beyond rates of return. Wealth management is more than handling your money. The dynamics of life influence your financial stability and can impact important decisions. We strive to understand the complexities of our clients’ lives so we can develop complete financial solutions that address them adequately. We are an advisory firm that helps you recognize, deal with, and solve life’s challenges through Total Wealth Management.

7010 E. Chauncey Lane #130, Phoenix, Arizona 85054
Bayntree Wealth Advisors

At Bayntree Wealth Advisors, we believe in a holistic approach to addressing your financial needs. We are committed to building long-lasting relationships with our clients that extend beyond portfolio and investment management. Our unique planning approach allows us to create comprehensive financial solutions for our clients throughout all phases of life.

Our Story
Bayntree Wealth Advisors founder, Andrew Rafal, has served as an advisor to hundreds of client families throughout Arizona and the U.S. for nearly 15 years.

Our Approach
Through in-depth education, customized financial planning and undivided advisor attention, Bayntree Wealth Advisors will create a personalized retirement roadmap to help guide you to and through your retirement.

Scottsdale, AZ 85253
Continuum Wealth Management

We provide fiduciary, fee-only wealth management on an ongoing basis for pre-retirees and retirees. Our wealth management service is a combination of retirement planning, investment management and financial planning.

We design customized investment portfolios based on your goals, values, desires and objectives. As fiduciaries, we are obligated to put your interests first and take seriously our responsibility for managing your assets. We do not sell financial products or take commissions of any kind. We act as an advocate for our clients!

While important, your investment portfolio makes up only one piece of your financial “pie.” We realize that having a complete understanding of your situation better allows us to manage your wealth. Financial planning is the ongoing pursuit of a variety of issues that will more fully maximize your overall financial situation. Financial planning is based on your needs and desires, but may involve retirement planning, retirement distribution options, estate planning, tax planning, wealth preservation, risk management, college funding and charitable giving.

Scottsdale, Arizona 85258
Foothills Financial Planning

Foothills Financial Planning was started in the Ahwatukee Foothills of Phoenix with the simple mission of providing high quality, commission-free financial planning. If you are an individual or small business that is looking for professional, objective financial advice, come learn how we can help you make personalized financial decisions that make sense for you.

Our fee-only financial planning advice provides ongoing investment management with no incentive to buy specific products. You receive independent, objective financial advice from an advisor whose interests are aligned with your own.

As a licensed Investment Advisor in Arizona, Foothills Financial Planning is held to a fiduciary standard. That means we must provide objective financial advice that is in the best interests of our clients. It is our legal obligation. Unlike most financial advisors, we operate independently and don’t receive commissions for selling specific products, so our recommendations are based solely on your needs. We do our best to avoid all conflicts of interest, so we can remain focused on your future. Learn more about the services we provide, or contact us today to schedule a complimentary Get Acquainted meeting and to start down the path of achieving your financial objectives.

4425 E. Agave Road, Suite 132 Phoenix
Fullerton Financial Planning

At Fullerton Financial, we value relationship building with our clients. We want to know about you, your family, your goals, and your dreams. The more we get to know you, the easier it can be to create a plan that accomplishes your ideal retirement.

By taking a holistic approach, we build your retirement plan around these objectives while focusing on addressing the longevity of your accounts.

We create an individualized retirement road map for each and every one of our clients because no two retirements are the same. Having the proper co-pilot sets the trajectory of your destination… Let us help you navigate this exciting journey.

Feel Confident in Your Financial Future

It’s hard to put a price on the peace of mind afforded by financial security. The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning have decades of combined experience helping people find answers to difficult financial questions. Our goal is to help you attain that peace of mind with well-thought-out strategies that combine an array of investment and insurance products with comprehensive planning.

14155 N. 83rd Ave., Suite 144 Peoria
LifeManaged

After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life’s picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come.

Our experience serving wealthy clients has taught us that everyone has different needs and goals, but every client wants the same kind of experience from their advisor. That’s how we’re here to help.

Understandable

We talk to you on your terms. Translating industry jargon into plain English.

Actionable

We do the work. Gathering documents, coordinating with other advisors and reporting to you with results.

Accountable

Transparency is at the heart of everything we do. LifeManaged is here for you.

5134 N. Central Ave., Suite 104 Phoenix
LifeTyme Financial LLC

LifeTyme Financial, LLC is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme.

Founders of LifeTyme Financial, LLC, Vincent Del Franco and Charles Pettit, both realized at an early age that the average person doesn’t always understand their finances or the inner workings of investments. With a desire to educate others and help them pursue their individual goals, they entered the financial services industry.

Over the years, Vincent and Charles discovered that as independent financial advisors they could provide more objective advice and access to a wider range of investment services and products, to their expanding client base.

With over 41 years of combined experience in the financial services industry, their commitment to ongoing education and helping others invest more wisely, led them to create LifeTyme Financial, LLC.

Through dynamic educational events across the country, interactive webinars, and a growing network of financial advisors, they work to demystify the sometimes confusing aspects of financial and tax strategies for investors of all ages.

The goal at LifeTyme Financial is simple: We seek to work with clients through the generations to light the way to a successful retirement and a lasting legacy. Your future has never been brighter.

11022 S. 51st Street Suite 105 Phoenix
PSP & Associates Retirement Wealth Strategists

At PSP & Associates Retirement Wealth Strategists, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

There was a day when the local savings and loan office was all anybody needed. The time of “It’s a Wonderful Life” with Jimmy Stewart. Of course, that’s a distant memory. We have never lived in a more complicated financial world, where it is nearly impossible to keep things simple. There are many areas of retirement finance that require specialized knowledge, experience and expertise. Quite frankly, in today’s world, retirement certainty requires proactive planning with a trusted advisor.

PSP & Associates offers highly personalized, comprehensive services to help you plan for and protect your financial future for retirement. At PSP & Associates, our expertise spans the following services:

    • Financial Analysis
    • Retirement and Investment Planning
    • Income Planning
    • Tax Analysis and Strategies
    • IRA & 401(k) Rollovers
    • Estate Planning
    • IRA Legacy Planning
    • Asset Protection
    • Long-Term Care
    • Income Security for the Surviving Spouse
9220 W Union Hills Dr Peoria, AZ 85382
STRATEGY FINANCIAL GROUP

We help you with saving, investing and retirement income so you can enjoy the retirement you’ve always dreamed about.

You’ve worked hard your entire life. And you deserve the retirement you’ve always looked forward to.

No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced professionals. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Our dedication is to growing our clients’ wealth while simultaneously working to minimizing risk exposure and protecting existing assets. For more than a decade, our experienced team has helped hundreds of families create personalized retirement strategies to best fit their goals.

Phoenix, AZ 85018
Wealth Engineering

Wealth Engineering is an independent, fee-only Registered Investment Advisor serving the greater Phoenix area. Wealth Engineering was founded by financial advisor David J. Fernandez, CFP®. The firm is located in Scottsdale, Arizona with an additional office in Glendale.

As a Certified Financial Planner™ and fiduciary for our clients, our comprehensive Wealth Management service is a combination of ongoing investment management and financial planning services tailored to your specific financial needs and life goals. Our comprehensive service provides great value for those who are within five to ten years of retirement, recently retired or experiencing a life transition.

Financial planning services may consist of retirement planning, estate planning, Social Security and Medicare planning, college planning, tax planning and risk management.

We work with a select group of high net worth individuals who want to experience a financially successful retirement. The key benefits we provide to our clients are:

  • Bring clarity and confidence to your financial life goals.
  • Serve as a sounding board to help you make prudent financial decisions.
  • Simplify the complex and bring order to your financial life.
  • Bridge the gap between where you are now financially to where you want to be.
  • Remove the responsibility and burden of managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you, such as family, friends, personal interests, life goals and travel.
Suite 282 Scottsdale, AZ 85258

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria