The Best Financial Advisors in Tucson

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Tucson Financial Advisor

AIO Financial

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.

We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. We use the latest software to provide the best experience and planning projections possible for our clients.

We have offices in Tucson, Honolulu, Boulder, Boise, El Paso, Palm Springs, Rochester, West Palm Beach, Ventura, Albuquerque, Las Vegas, Charlotte, Portland, St George, Billings, Casper, Phoenix, Los Angeles, Chicago, and Seattle but we work with clients virtually throughout the world and regularly travel to meet non-local clients.

We have extensive experience in Sustainable, Responsible, Impact Investing (SRI)
SRI is an investment strategy seeking to maximize both financial return and social good.
Also known as environmental, social, governance (ESG); socially conscious; sustainable; ethical, impact and socially responsible investing.
We help clients invest in-line with their values and make positive changes.

Services

Investment Management
Retirement Planning
Tax Planning
Insurance Analysis
Estate Planning
Impact Investing

6700 N Oracle Rd UNIT 119, Tucson, AZ 85704

Fordrix Advisors

When it comes to your future, you want peace of mind…you want understanding…you want to know you are doing the right thing.

When you work with a financial planner, you want them to listen…you want them to understand your needs and desires…you want a plan made for you.

When you work with an investment advisor, you want them to have experience…you want them to understand the markets…you want them to suggest investments that are right for you.

Fordix Advisors is an investment management and financial planning firm, my focus is on individualized solutions to meet the needs, desires and concerns of my clients. As a major part of my process, I develop tailored strategies for your portfolio and your financial life.

From diversification to asset allocation to insurance, my goal is to design a solution to meet your individual concerns and needs. In today’s environment, financial planning can provide peace of mind and help define your financial goals.

Services

INVESTMENTS
I offer mutual funds, stocks, bonds, ETFs, options, CDs, and money market investments in the account structure you need.
PLANNING
Fordrix Advisors can help you develop a financial plan for a variety of goals.
RISK MANAGEMENT STRATEGIES
With recent events in the markets, investors have become more aware of the concept of risk tolerance.

3147 NORTH FENNIMORE AVENUE, TUCSON, AZ, 85749

Frey Financial

We are independent financial advisors in Tucson and southern Arizona. We are your retirement planning specialists, and we’ve been helping people like you retire with dignity since 1980. We have been providing financial strategies and investment advice for hard-working people, professionals, and business owners who want to achieve their long-term financial goals.

We at Frey Financial not only have the knowledge and experience to help you pursue your financial goals, we also happen to be extremely great folks! We are always ready to address your concerns, answer your questions, and help put you at ease.

Services

Investment Products

Mutual funds, exchange-traded funds, alternative investments, education savings, individual securities
Retirement Plan Resources
IRA plans, self-employed plans, Roth IRAs, 401(k) plans, rollover and transfer IRAs, retirement income planning

Wealth management planning

Coordination of various strategies that plan through all phases of your financial life, from the accumulation of assets, to risk management, to tax strategies, and, ultimately, to retirement and estate planning
Assistance with creating and managing a long-term strategy to grow your assets and manage risk within your portfolios
We will suggest strategies to deal with investment and income tax implications and help you avoid the unnecessary taxes that result from the distribution and transfer of the assets that you have worked so hard to accumulate.

Insurance

Long-term care, term insurance
Notary Public
Our office includes a Notary Public, and we charge $2.00 per page. (Cash or check only.)

2329 N. Tucson Blvd. Tucson, AZ 85716

Gordian Advisors

Gordian Advisors was founded on the principle of working with clients in an interactive manner to engage them in making decisions. We believe this leads to better outcomes than simply dictating what we think is best.

We place an emphasis on education and helping you understand the implications of financial decisions. We work to “demystify” investment topics as well as avoid complicated strategies which add little value. The ultimate goal is to be a partner in your enjoyment of life at whatever level of resources you may have.

We also serve as a “sounding board” and offer an objective perspective on a wide range of issues such as building or renovating homes, job changes, family transitions – you name it. We enjoy the breadth and variety of comprehensive planning and think it offers real value to you.

Services

INVESTMENT MANAGEMENT
Most investment managers claim to have some special magic to “beat the market” and if you pay them enough they’ll let you in on it. We disagree – we believe a portfolio does not stand alone but is determined by your goals and circumstances. We base our investment philosophy on diversification, reasonable return expectations, discipline and a long-term view.
RETIREMENT PLANNING
It’s not retirement, it’s another stage of your life, and we can help you embrace it. We use your net worth, investment attitudes, and life goals to create a spending plan which gives you an excellent chance of living comfortably and securely.
COLLEGE FINANCES
The rising cost of education does not necessarily make it out of reach. We can project savings requirements, suggest tax efficient vehicles to help achieve funding goals and work to maximize financial aid opportunities.

2200 E. River Rd., Suite 109, Tucson, AZ 85718

LaSalle Investment Advisors

A Financial Advisor works with individuals, families, or businesses to help direct their financial affairs throughout their lifetime. Initial and subsequent meetings are part of the process of developing a financial plan and asset allocation.

After the initial start-up of an account, our clients receive quarterly performance reports for their holdings. We then encourage periodic meetings to review performance results, changes in our client’s lives, and various topics of interest.

The Financial Plan is a long term projection into the future, taking your existing investments, savings and any excess income over and above your expenses and each year allocates them into investments. Then, we assign to each of those investments a rate of return based on longer term historic data and the computer program projects what value each asset would grow to.

Services

Financial Planning
A financial plan can be as simple as projecting investments and savings at a rate of return for a specific number of years and then calculating if that total accumulated assets will cover your needs.
Investment Management
Today’s generations are the first in history to accumulate assets outside of the farm homestead. The issue is how to manage those assets to generate the needed income in later years to cover living expenses.

5215 N. Sabino Canyon Road Tucson, AZ 85750

Laurence Lof Financial Advisors

When you team with Lof Financial Advisors, you don’t have to know all the questions. That’s our job! We identify potential risks to your Financial Life Plan and work with you and your other professional advisors to address them. We also monitor your financial home to keep it running smoothly for years.

Services

Education
Most have a four-year finance-related college degree
All must complete theoretical and practical financial planning training at a college or university offering a curriculum approved by the Certified Financial Planner Board of Standards
Examination
Pass a comprehensive, two day integrated format certification examination covering:
principals of financial, insurance, employee benefits, income tax, retirement , and estate planning and risk management
Complete recertification bi-annually
Experience
Must have a minimum three years experience to obtain a working knowledge on financial planning counseling skills
Ethics
Must pass an ethics review and agree to abide by the CFP Board’s Financial Planning Practice Standards and a strict code of professional conduct known as the CFP Board’s Code of Ethics and Professional Responsibility
The Code states CFP® practitioners are to act with integrity, offering professional services that are objective and based on client needs

4757 East Camp Lowell Drive Tucson, AZ 85712

Moore Financial Strategies

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed. We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

Services

RETIREMENT PLANNING
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
401 K SPENDING
Questions about 401 K allocation? We can help with that.
LONG-TERM CARE
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
PENSIONS & SOCIAL SECURITY
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
ANNUITIES
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
LIFE INSURANCE
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.

6711 N Camino Principal, Tucson, AZ 85715

Professional Wealth Strategies

Welcome to Professional Wealth Strategies, a Tucson boutique advisory firm! Our mission is to help our clients prepare for their families’ future by creating and implementing a comprehensive plan so they can stay on track, avoid costly mistakes, and simplify their lives.

We are independent financial planners committed to the highest fiduciary standards. We opened our doors in 2003 after recognizing that Tucson needed a firm where the client’s needs come first. Our clients include individuals, families, business owners, and trusts.

We develop a holistic financial plan based on the unique situation and needs of each client. This includes financial and investment advice, insurance, tax, and estate planning—all aspects of a sound financial plan.

The wealth managers at Professional Wealth Strategies meet with pre-retirees and those in younger generations who want help getting a head start at setting themselves up for a secure retirement. Maybe you are in the retiring planning stages and want to look at options for rolling over your 401(k) for when the big day arrives.

You might be daydreaming about what your retirement will look like. Big goals are achieved by setting smaller goals and by putting a plan together that will help you attain those small goals. Let us work with you as your accountability partners.

6340 N Campbell Ave, Suite 200 Tucson, AZ 85718

Savvy Outcomes

At Savvy Outcomes, we focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, money management and more—to create a financial plan that changes as your circumstances change. By working together, we can provide you with easy-to-understand recommendations and help you implement them every step of the way.

Whatever your current situation, financial concerns have an impact on your life and relationships. Savvy Outcomes can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

As fee-only financial planners, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you and never sell financial products or receive commissions.

Services

Comprehensive Fee-Only Financial Planning
Our comprehensive financial planning service delivers savings and peace of mind. We’ll work with you on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement your financial plan.
Financial Tune-up
This program is designed to “cure” what ails your personal finances and addresses specific financial problems you may have. We offer a limited number of meetings in order to address the issues you may be facing to get you back on the right financial path.

5215 N. Sabino Canyon Rd., Tucson, AZ 85750

Shepherd Wealth Group

We believe as a fiduciary, our fundamental obligation is to help you make smart decisions about your money with advice that is always in your best interest. We are independent of corporate influence and strictly objective in providing you with customized solutions to help protect and grow your wealth.

We believe with everything going on politically, economically and socially, you need a process to help you avoid potentially destructive situations and ensure you are benefiting from all possible opportunities. That is why we built and use the Shepherd Your Wealth® Process where we regularly meet with you and our specially curated team of advisors from our Virtual Family Office.

We believe that having a coordinated and sustainable team of curated professional advisors from diverse disciplines is essential to your long-term prosperity. By continuously building and deepening our relationships with the best and brightest experts available, we provide you access that allows you to make smarter financial decisions throughout your life.

We believe that no one should have to endure the gut-wrenching pain of losing a large percentage of their hard-earned wealth during a market meltdown. That is why we designed our investment management process to minimize risk and increase control. It is built to be opportunistic when risks are low and defensive when risks are high.

6300 E. El Dorado Plaza, Suite A-200 Tucson, AZ 85715

The Best Financial Advisors in Tucson

Let us help you find the best financial advisor for your needs.

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

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