Top Financial Advisors in Phoenix, Arizona

FinanceHQ’s team of experts conducted thorough research on financial advisors in Phoenix. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Phoenix range from $136M to $864M in AUM, and have an average of 23 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
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Versant Capital Management

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About Versant Capital Management

Phoenix, AZInvestment Advisor Firm
Assets Managed: $863,585,884Total Number of Advisors: 10In Business Since: 2004

Versant Capital Management is a Phoenix-based financial advisor firm founded in 2004. They specialize in wealth management, investment strategy, financial planning, risk management, tax planning, insurance review, asset allocation, and multi-generational planning. Their evidence-based processes and comprehensive approach aim to align clients' values, optimize resource efficiency, and foster financial well-being across generations.

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Wall Capital Group

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About Wall Capital Group

Phoenix, AZInvestment Advisor Firm
Assets Managed: $630,225,976Total Number of Advisors: 4In Business Since: 1990

Founded in 1990, Wall Capital Group is a financial advisory firm headquartered in Phoenix and serving clients in the same area. They specialize in various areas such as financial planning, wealth management, fiduciary services, investment advisory, retirement planning, asset allocation, and tax efficiency. With over 30 years of experience and a team of certified professionals, they offer personalized and objective wealth management advice, prioritizing clients' interests and guiding them toward their financial goals.

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Windsor Capital Management

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About Windsor Capital Management

Phoenix, AZInvestment Advisor Firm
Assets Managed: $587,483,051Total Number of Advisors: 5

As one of the top financial advisors in Phoenix, Windsor Capital Management is a fee-only registered investment advisory firm that specializes in equity, fixed income, and balanced portfolio management. Windsor is known for their commitment to conflict-free guidance and simplicity in investing. Their personalized approach, dedication to diversification and discipline, and focus on individualized plans tailored to clients' unique needs distinguish them in an industry often plagued by high fees.

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Redwood Private Wealth

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About Redwood Private Wealth

Phoenix, AZInvestment Advisor Firm
Assets Managed: $204,343,703Total Number of Advisors: 50In Business Since: 2001

If you require the services of a boutique advisor, Redwood Private Wealth serves people in Phoenix and specializes in goals-based plans across financial, retirement, education, tax, and estate planning. They also offer investment management and retirement plan consulting services. They are dedicated fiduciaries, offering fee-only advice and ensuring complete transparency in portfolios and investments to provide unbiased financial guidance to their clients.

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Eaton cambridge financial advisor firm logo

Eaton-Cambridge Inc.

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About Eaton-Cambridge Inc.

Phoenix, AZInvestment Advisor Firm
Assets Managed: $190,070,622Total Number of Advisors: 4In Business Since: 1998

Eaton-Cambridge Inc. is a reputable financial advisory firm founded in 1998 and headquartered in Phoenix. They specialize in retirement income planning, taxes, philanthropy, risk management, estate planning, investment management, tax reduction strategies, and comprehensive financial planning. Their personalized approach and commitment to helping clients achieve their financial goals have made them a trusted choice for individuals in Phoenix.

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Strategy Financial Group

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About Strategy Financial Group

Phoenix, AZInvestment Advisor Firm
Assets Managed: $135,789,796Total Number of Advisors: 6In Business Since: 2010

Strategy Financial Group, founded in 2010 and headquartered in Phoenix, is a distinguished financial advisory firm specializing in retirement planning. They offer a robust suite of services including retirement income strategies, investment management, tax planning coordination, risk management, asset protection, life insurance, and annuities. Trusted by retirees and pre-retirees, they provide tailored solutions for a secure financial future, along with additional resources and connections to experts in related fields.

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Frequently Asked Questions

Are there specific financial advisors in Phoenix who specialize in retirement planning for seniors?

Yes, in Phoenix, there are financial advisors who specialize in retirement planning for seniors. These advisors have in-depth knowledge of the unique financial challenges retirees face in Arizona. They are well-versed in optimizing Social Security benefits, managing retirement accounts, and creating income strategies that align with the cost of living and tax environment in Phoenix. They can help seniors make informed decisions about when to start collecting Social Security, how to structure their retirement portfolio, and strategies to maintain a comfortable lifestyle throughout retirement.

How can a Phoenix-based financial advisor assist in minimizing state income taxes for residents?

A Phoenix financial advisor can assist residents in minimizing state income taxes by providing expert guidance on tax-efficient investment strategies tailored to Arizona's tax laws. They can help you explore tax credits and deductions specific to the state, such as those related to education expenses or renewable energy investments. Additionally, these advisors can offer insights into tax-advantaged savings plans like Arizona's 529 college savings plan, which allows residents to grow savings while enjoying potential tax benefits, making it a valuable tool for Arizona residents looking to reduce their tax burden.

What services do financial advisors in Phoenix typically offer to small business owners looking to grow their businesses?

Financial advisors in Phoenix offer a range of services to small business owners seeking to grow their businesses. They can help with business financial planning, which includes optimizing cash flow and financial management. Moreover, they specialize in retirement plan setup, offering advice on options like SEP-IRAs and Solo 401(k)s to help business owners save for retirement while potentially reducing taxable income. Additionally, they can provide investment strategies to grow business assets and offer guidance on tax-efficient strategies, making them valuable partners for small business growth and succession planning in the Phoenix area.

Is it possible for Phoenix residents to find financial advisors who specialize in cryptocurrency and blockchain investments?

Yes, some financial advisors specialize in cryptocurrency and blockchain investments in Phoenix. These advisors are well-versed in the complexities and risks associated with cryptocurrencies and can provide residents with objective advice on navigating this rapidly evolving asset class. They can help individuals assess their risk tolerance, understand the tax implications of cryptocurrency transactions, and build diversified portfolios incorporating digital assets. Whether you are a seasoned cryptocurrency investor or new to this space, a Phoenix-based financial advisor with expertise in blockchain investments can offer valuable insights and strategies.

How can a financial advisor in Phoenix assist individuals in creating an estate plan that minimizes estate taxes and ensures a smooth transfer of assets?

A financial advisor in Phoenix can assist individuals in creating an estate plan that minimizes estate taxes and ensures a seamless transfer of assets to heirs and beneficiaries. They do this by identifying tax-efficient strategies, such as establishing trusts, gifting strategies, and leveraging the current estate tax exemption thresholds. These advisors can also provide guidance on charitable giving, including the use of donor-advised funds or charitable remainder trusts, to help individuals leave a lasting legacy while optimizing their tax position.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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