Connect with Top-Rated Financial Planners in Scottsdale!

Scottsdale Wealth Advisory provides full-service wealth management under the fiduciary rule. The firm's Financial GPS Program helps represent select families in their pursuit of balanced portfolio management both pre- and post-retirement. With over 20 years of asset management experience, they offer high-value, low-cost financial solutions from well-known brands. Their primary focus is finding true-balance in every financial plan, built on trust, integrity, and balanced solutions.

Alpha Financial Nordic is a leading financial planner, advisor, and wealth manager in one, with 30 years of financial expertise from some of the most successful companies in the world. We use real acumen along with cutting-edge tools and time-tested principles to maximize your financial future. We eliminate unnecessary costs, risks, and taxes from your investments, and the results are truly spectacular! As a true fiduciary, we offer a conflict-free service, with our fees replacing the high costs you pay today so you win from day one.

As a trusted financial leader, Scottsdale Wealth Planning provides customized financial planning and investment management services to entrepreneurs, executives, business owners, and individuals nearing retirement. Our expert team leverages over 30 years of experience to help clients navigate complex financial and retirement planning challenges. We offer personalized advisory services, tailored investment strategies, and estate planning solutions to ensure a secure financial future. Our mission is to build lifelong relationships with our clients, providing trusted guidance and expertise to achieve their financial goals.

Stoker Ostler is a wealth management company that helps individuals, families, and businesses achieve their financial goals by providing personalized planning and investment strategies. Our team of experts offers a range of services, including lifestyle and retirement planning, estate planning, philanthropic planning, tax planning, risk management and insurance planning, business planning, and executive compensation planning. At Stoker Ostler, we believe in a holistic approach to wealth management, focusing on our clients' financial well-being and lifestyle goals. Our team is dedicated to helping clients achieve their goals and enjoy their lives today, while also planning for the future. We take the time to understand our clients' unique needs and create customized plans to help them achieve their financial objectives.

Family Wealth Advisors, LLC offers comprehensive financial services to successful individuals and families through its team of professionals with backgrounds in financial, legal, and tax planning. Our team of advisors have credentials such as Certified Estate Planner and Registered Financial Consultant (Jeffrey J. Biro), Attorney and CFP (W. Ryan Zenk). While predominantly focused on fee-based wealth management, we also offer traditional brokerage services, mutual funds, life and long-term care insurance, and fixed income investments. We have offices located in Scottsdale, Arizona, Brookfield, and Johnson Creek, Wisconsin. We're committed to helping people pursue their financial goals by providing a wide range of financial products and services to individuals and business owners. We believe prudent planning is the way to achieve financial success.

Continuum Wealth Management is an independent, Fee-Only Financial Planning and Registered Investment Advisor (RIA) firm that serves Scottsdale and the greater Phoenix area. We provide fiduciary, fee-only wealth management services to our clients, offering personalized financial planning, investment management, and retirement planning. Our expert professionals are dedicated to helping our clients achieve their financial goals, while providing them with financial peace of mind. We take seriously our responsibility as fiduciaries, putting our clients' interests first and avoiding any conflicts of interest.

West Valley Financial Partners is a fee-based financial planning firm dedicated to helping individuals and businesses achieve their financial goals. Our experienced team of financial professionals utilizes a comprehensive approach to provide personalized financial planning, investment management, and estate planning services. We utilize interactive technology to help clients understand their financial situation, set goals, and achieve balance. Our objective is to help you become a well-educated investor and map your financial future. We provide a wide range of services including divorce planning, smart planning, and college planning. Our team of experts has over 30 years of experience and helps clients navigate all aspects of their financial lives. With offices located in Scottsdale, Arizona, we serve clients throughout the region and offer a complimentary consultation to help you achieve your financial goals.

Westbrook Financial Services, Inc. is a financial planning and wealth management firm that provides customized financial solutions to executives, business owners, and their families. We offer a range of services including financial planning, estate planning, private wealth management, and personal protection planning. Our team of professionals is dedicated to helping our clients achieve their financial goals and protect their assets. With over 35 years of experience, we have developed a unique approach to financial planning that is tailored to each client's individual needs. We take a holistic approach to financial planning, considering not just the financial aspects of a client's life, but also their personal and emotional well-being. Our goal is to help our clients achieve financial freedom and security, while also living a fulfilling and meaningful life.

Jacob Goldman & Associates (JG&A) is a financial services company that provides comprehensive wealth management and financial wellness services to help individuals achieve their lifestyle goals. With a focus on personalized attention and expert guidance, JG&A helps clients organize their finances and make informed decisions about their financial futures. Our team of experts, led by Chairman/CIO Jacob H. Gold, offers a suite of services including financial planning, investment management, and insurance solutions. Our mission is to help clients build wealth and achieve financial freedom.

Fishgold Financial is a fee-based financial planning and wealth management firm that helps individuals, business owners, and families achieve their financial goals. With over 35 years of experience, our team of experts provides comprehensive financial planning services, investment advice, and estate planning strategies to help clients preserve and grow their wealth. We offer personalized financial roadmaps that cater to each client's unique needs, goals, and circumstances. Our team is dedicated to providing objective advice and guidance to help our clients make informed financial decisions.

Achieve What's Important to You Managing your assets is about more than money. It's about empowering your future, your aspirations, your passions, and your investment in the things you love most in life. Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and tax planning. Our team works side by side with our High Net Worth clients to create a personalized financial plan that puts them in control and at ease for now and the future. We provide a extensive suite of world-class financial services to high-net-worth individuals and their families as well as institutions and family offices. Services include: Private Wealth Management, Investment Management, Estate & Trust Planning, Philanthropic Planning, Insurance Services, and Tax Planning.

Lifevest Advisors specializes in financial planning, offering a range of services including annuity management, Gold and Bitcoin IRAs, and retirement planning. Our team of experienced professionals helps clients navigate the complex world of financial planning, providing personalized solutions tailored to their unique needs and goals. With a focus on risk management and long-term growth, we aim to help our clients achieve financial security and peace of mind.

The Getzen Group Inc. is a registered investment advisor with the Arizona Corporation Commission, specializing in personalized, discretionary asset and wealth management, offering services to the residents of Arizona. Our team of experienced professionals provides comprehensive financial planning and investment management services to individuals, families, and entrepreneurs. With over 20 years of experience, we help our clients grow and preserve their wealth through proactive discretionary asset management and Wealth Management Consulting Services (WMCS).

Vestpointe Wealth Management is a fee-based advisor specializing in integrated investment advisory, estate planning, and tax services to help clients achieve their financial goals. With over 30 years of experience advising individuals with complex financial situations, our team manages your comprehensive financial picture with an integrated approach to maximize returns, minimize risk and reduce taxes.

Vigilare Wealth Management was created with the single goal of protecting and growing our clients' wealth. Whether you're in retirement or in the early stages of formulating a strategy, nothing is more critical than ensuring that your assets ultimately enable you to live out your long-held dreams. We take personal pride in your success and happiness. We want you to enjoy the money you've earned and saved, rather than feeling weighed down by the complexity of managing it. And we look forward to standing by your side as your trusted advisor, working together to navigate through life's financial challenges and major decisions. Today, investors are faced with an increasingly complex and evolving set of challenges. Learn More.

Edwards Wealth Management is a comprehensive service provider offering a complete retirement planning experience. With a team approach, they help clients develop a strategy to address their financial goals and objectives. They take a proactive approach to helping clients develop a financial plan, using the most efficient methods available.

Juncture Wealth Strategies is a wealth management firm dedicated to working closely with clients towards their success - as they define it. With expertise and first-hand knowledge, the firm meets clients' needs with the edge necessary to help them thrive. The firm serves individuals and families, as well as independent wealth advisors, with personalized solutions. From comprehensive wealth management to tailored advice, Juncture Wealth Strategies aims to grow and protect clients' wealth. The firm's boutique approach keeps a small circle of clients, providing highly personalized solutions through integrated collaboration and cutting-edge strategies.

Harmony Asset Management is a comprehensive wealth management firm that provides a wide range of services designed to help clients achieve financial harmony. Our services include investment management, financial planning, retirement planning, and estate planning, among others. We work closely with our clients to understand their goals, risk tolerance, and investment horizon, and develop a customized investment strategy that is tailored to their unique needs.

Aegis Wealth Partners is a financial planning and wealth management firm that helps business owners unlock the full potential of their companies. We offer customized retirement plan consulting, key employee compensation planning, exit and succession planning, and other services to help entrepreneurs achieve their goals. Our team of experts takes a forward-thinking approach, using the latest techniques and technologies to provide actionable strategies for growth and success. With a fiduciary commitment to our clients, we prioritize their best interests and provide high-quality advice to help them achieve financial freedom.

Burton Wealth Management is a fee-based financial planning and wealth management firm dedicated to providing clear, unbiased financial strategies to help individuals strive for long-term financial success. With a comprehensive approach, they offer financial planning, investment management, and retirement planning services to help clients achieve their financial goals. Based in Scottsdale, Arizona, the firm is committed to providing personalized service and expert guidance to its clients.

Intelligent Capitalworks is a fiduciary fee-only wealth management firm that serves high net worth individuals and families. The firm provides retirement planning, investment management, trust and estate planning, and philanthropic planning services. With over 15 years of experience, the firm has a deep understanding of the complexity of wealth management and provides a comprehensive approach to helping clients achieve their financial goals.

Washo Financial is a financial planning and wealth management firm that provides individualized strategies to align clients' goals with their resources. Our experienced team offers guidance on tax strategies, financial planning, and insurance coverage to help clients achieve their financial well-being. With a comprehensive approach, we provide essential direction and education in a wide range of financial matters.

We believe that each client is unique and that "rules of thumb" and cookie-cutter approaches to financial planning and investment management are inappropriate. Each client has different goals, expectations, finances, investment risk tolerances and time horizon. These unique goals and situations are factored into constructing a unique Financial plan for each client.

We take a comprehensive planning approach to address all areas of your wealth management needs, including investment management, retirement planning, farm and ranch sale planning, and tax and estate planning. Our services are designed to help you grow and preserve your wealth for the long term.

At Mosaic Wealth Solutions, you can partner with a qualified and experienced financial advisor to assess your unique goals and guide you to a personalized strategy. We assist clients with a variety of financial needs including retirement planning, college planning, annuities, insurance, and estate planning. With our customized plans, you'll receive ongoing support to help ensure you stay on track and update your plan as your needs, goals, and circumstances change over time. Whether you are looking to preserve your nest egg and create guaranteed income for retirement or strategize a way to fund your child's college education, our financial planners will help you explore your options and stay on the path to pursue your goals.

Quinn Financial Planning is a fee-only financial planning and asset management firm, providing comprehensive financial planning services, including asset management, retirement planning, and tax planning strategies for individuals, families, and businesses. Our certified financial planner takes the time to understand each client's unique needs, goals, and risk tolerance to deliver customized solutions. We pride ourselves on being a fiduciary fee-only firm, with no commissions or incentives to compromise our advice.

BridgeLight Capital is a wealth management company that helps individuals, families, and business owners achieve their financial goals through investment management, financial planning, estate planning, retirement planning, risk management, and tax planning. Our comprehensive approach covers every aspect of your financial life, providing a roadmap to help you achieve your goals and live your vision of freedom. With a focus on innovation and a commitment to traditional values, we work with our clients to develop a personalized financial plan that meets their unique needs and goals.

Mazzella Estate & Asset Management, LLC (MEAM) is a family-owned independent Registered Investment Advisory firm. We operate as fiduciaries for our clients, holding us to a higher standard of care than most other financial advisors and firms. With over 50 years of combined experience, our team is dedicated to providing personalized investment and financial planning services to individuals and families. Our expert advisors will work closely with you to create a customized plan that aligns with your financial goals and objectives. Whether you're seeking estate planning, retirement planning, investment management, or insurance analysis, we're here to provide guidance and support every step of the way.

FirstLine Financial, LLC, a financial planning and retirement solutions company, offers personalized financial education and comprehensive financial planning to individuals seeking to grow and protect their capital. With a focus on the unique needs of retirees and transitioning Boomers, we employ time-tested strategies utilizing both securities and insurance offerings to protect life savings from unnecessary risks from market fluctuations and avoid fees. Our mission is to provide financial education first and foremost so that our clients build the confidence it takes to make better decisions for their future. We partner with you to construct your path towards financial security and independence because everyone deserves a lifestyle of ease in retirement.