Business Details
Your Trusted Financial Advisers in Scottsdale, AZ
Family Wealth Advisors is a full-service financial services firm dedicated to helping individuals and business owners achieve their financial objectives through strategic planning. Our team of credentialed professionals combines expertise in financial, legal, and tax planning to deliver personalized solutions tailored to each client's unique needs. With offices in Scottsdale, Arizona, and Wisconsin locations including Brookfield and Johnson Creek, we serve clients nationwide while maintaining a strong local presence. Our advisors hold prestigious certifications such as Certified Estate Planner, Registered Financial Consultant, and Certified Financial Planner, ensuring comprehensive expertise across all service areas. We offer a wide range of services including wealth management, retirement planning, insurance evaluation, and Social Security optimization, with both fee-based and traditional brokerage options available.Our holistic approach considers every aspect of clients' financial lives, from portfolio management to estate planning, creating integrated strategies for long-term success. We prioritize client education and transparency, empowering informed decision-making through clear communication and personalized guidance. Our multidisciplinary team includes legal and tax professionals, enabling us to address complex financial situations with comprehensive solutions. We maintain rigorous professional standards and ongoing education to stay current with evolving financial regulations and market conditions. Client relationships are built on trust, integrity, and a commitment to putting clients' interests first in every recommendation and strategy we develop.
Services
Financial Planning
Retirement Advising
Wealth Management
Social Security Planning
Estate Planning
Insurance Evaluation
Medicare Planning
Highlights and features
- Our team includes Certified Financial Planners with multidisciplinary expertise
- We offer both fee-based and traditional brokerage investment options
- We provide comprehensive services covering all aspects of financial planning
- Our advisors hold multiple industry certifications including CEP and RFC designations
- We maintain offices in Arizona and Wisconsin with nationwide service capabilities
Associations and certifications
- Certified Estate Planner
- Registered Financial Consultant
- Certified Financial Planner (CFP)
Services
Financial Planning
Our financial planning service creates comprehensive strategies to help clients achieve both short-term and long-term financial goals. We analyze current financial situations, develop personalized roadmaps, and implement solutions tailored to individual circumstances. Our certified professionals consider all aspects including investments, taxes, insurance, and estate planning to build cohesive financial frameworks.
Retirement Advising
Specialized retirement advising helps clients prepare for their post-career years through strategic planning and investment management. We assess retirement goals, develop income strategies, and optimize Social Security benefits while considering tax implications. Our advisors create sustainable withdrawal plans and adjust portfolios to maintain financial security throughout retirement.
Wealth Management
Wealth management services provide holistic oversight of clients' financial assets through customized investment strategies. Our approach combines portfolio construction, risk management, and tax-efficient investing to grow and preserve wealth. We offer both fee-based and traditional brokerage options with ongoing monitoring and adjustments to align with changing market conditions and client needs.
Estate Planning
Our estate planning service helps clients organize the transfer of assets while minimizing tax liabilities and legal complications. Certified professionals develop comprehensive plans that include wills, trusts, and power of attorney arrangements. We coordinate with legal experts to ensure proper documentation and compliance with current regulations for effective wealth transfer.
Insurance Evaluation
Insurance evaluation services analyze clients' current coverage to ensure adequate protection against financial risks. We review life, health, and long-term care policies to determine appropriateness and identify gaps in coverage. Our advisors help clients select suitable insurance products that align with their overall financial plans and changing life circumstances.
People
Jeffrey J. Biro
Certified Estate Planner
Jeffrey J. Biro brings extensive experience in estate planning and financial consulting. As a Registered Financial Consultant, he specializes in creating comprehensive wealth transfer strategies that minimize tax liabilities while ensuring clients' legacy goals are met through proper documentation and trust structures.
W. Ryan Zenk
Attorney and CFP
W. Ryan Zenk combines legal expertise with financial planning as a Certified Financial Planner. His dual qualifications enable him to address complex financial situations with integrated solutions, focusing on tax-efficient strategies and comprehensive wealth management for high-net-worth individuals and families.
Questions
What financial services do you offer?
We provide comprehensive financial planning, retirement advising, wealth management, estate planning, insurance evaluation, and Social Security optimization services for individuals and business owners.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Certified Estate Planners, and Registered Financial Consultants with additional legal and tax planning expertise.
How do you approach financial planning?
We use a holistic approach that considers all aspects of your financial life, creating personalized strategies that integrate investment management, tax planning, and estate considerations.
Do you serve clients outside Arizona?
While based in Scottsdale, we serve clients nationwide with local office support available in Wisconsin locations including Brookfield and Johnson Creek.
What investment approaches do you use?
We offer both fee-based wealth management and traditional brokerage services, including mutual funds, fixed income investments, and insurance products tailored to client needs.
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