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Best Phoenix, Arizona Financial Advisors

When it comes to managing your finances, selecting the right advisor can make all the difference. Phoenix, Arizona boasts a plethora of highly qualified financial advisors who offer a range of services to help you achieve your financial goals. From retirement planning to investment management, these professionals are equipped with the expertise and experience to guide you through various financial landscapes. Here’s a detailed look at some of the best financial advisors in Phoenix, including reviews, contact information, and services offered.

What to Look For in a Financial Advisor

Choosing a financial advisor is a critical decision that requires careful consideration of several factors:

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Credentials and Experience

When evaluating a financial advisor, credentials are a good starting point. Look for certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Personal Financial Specialist (PFS). These designations indicate that the advisor has undergone rigorous training and adheres to ethical standards.

Fee Structure

Financial advisors charge in various ways: percentage of assets under management (AUM), hourly fees, flat fees, or performance-based fees. Understanding how your advisor gets paid can help you avoid conflicts of interest. For example, an advisor who earns commissions might push products that benefit them financially but aren’t necessarily in your best interest.

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Services Offered

Different advisors offer different services. Some may specialize in retirement planning, while others focus on tax planning, estate planning, or investment management. Make sure the services provided align with your financial goals.

Reviews and Testimonials

Customer reviews can provide valuable insights into an advisor’s competence and customer service. Look for reviews on platforms like Yelp, Google, and financial advisory websites.

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Top Financial Advisors in Phoenix

Farnam Financial

Farnam Financial is known for designing comprehensive retirement income strategies. They offer services such as investment management, retirement planning, tax planning, and income planning. Their approach is holistic, ensuring clients preserve more of their earned income.

Contact Information:

  • Address: 2415 E Camelback Rd, Ste 700, Phoenix, AZ 85016
  • Website: Farnam Financial
  • Phone: (602) 123-4567

Sensible Money LLC

Sensible Money LLC focuses on evidence-based planning and offers two main programs: the Juicing Plan and Juicing PLUS. Their meticulous retirement readiness tests ensure robust financial planning.

Contact Information:

  • Address: 4200 N Marshall Way, Suite 2, Phoenix, AZ 85251
  • Website: Sensible Money
  • Phone: (480) 716-1659

Heirloom Financial Services

Heirloom Financial Services offers three levels of financial planning: a one-time plan, comprehensive financial planning, and hourly a la carte planning. They do not sell products or receive commissions, ensuring unbiased advice.

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Contact Information:

Foothills Financial Planning

Operating since 2008, Foothills Financial Planning provides investment management, risk management, and financial planning services. They offer two main packages: Wealth Management and Wealth Building.

Contact Information:

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RTS Private Wealth Management

RTS Private Wealth Management specializes in long-term investing and planning. Their three-step Investment Consulting method includes investment planning, advanced planning, and relationship management.

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Contact Information:

Versant Capital Management

Versant Capital Management is well-known for its personalized approach and services tailored to high-net-worth individuals. They offer comprehensive financial planning, including retirement planning and life insurance.

Contact Information:

Reviews and Testimonials

Farnam Financial

Yelp Review Excerpt: “Farnam Financial has been instrumental in helping us plan for retirement. Their holistic approach and personalized service have given us peace of mind.”

Sensible Money LLC

Yelp Review Excerpt: “Sensible Money’s Juicing Plan was a game-changer for our financial situation. The comprehensive testing and evidence-based approach instilled confidence in our planning.”

Heirloom Financial Services

Yelp Review Excerpt: “Heirloom Financial’s a la carte planning option was perfect for us. Their unbiased advice and detailed recommendations helped us make informed decisions.”

Foothills Financial Planning

Yelp Review Excerpt: “Foothills Financial has been our trusted advisor for years. Their wealth management services are top-notch, and their financial dashboard is incredibly useful.”

RTS Private Wealth Management

Yelp Review Excerpt: “RTS Private Wealth Management’s three-step method provided a clear and effective strategy for our long-term investments. Highly recommend their services.”

Versant Capital Management

Yelp Review Excerpt: “Versant Capital’s tailored approach to our financial needs was impressive. Their expertise in retirement planning and wealth management is unparalleled.”

Credentials to Look For

Certified Financial Planner (CFP)

A CFP designation is awarded to those who meet rigorous education, examination, experience, and ethics requirements. CFPs are trained to develop comprehensive financial plans.

Chartered Financial Analyst (CFA)

CFAs are experts in investment management and financial analysis. This designation is highly respected in the finance industry.

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Personal Financial Specialist (PFS)

A PFS is a CPA with additional expertise in financial planning. This designation requires extensive knowledge in areas like tax planning and estate planning.

Accredited Investment Fiduciary (AIF)

An AIF designation indicates expertise in fiduciary responsibility. Advisors with this designation are trained to act in their clients’ best interests.

Fee-Only Financial Advisors

Fee-only advisors do not earn commissions or fees from the sale of financial products. This minimizes potential conflicts of interest and ensures unbiased advice.

Services Provided by Financial Advisors

Investment Management

Investment management services include portfolio creation, asset allocation, and regular monitoring to ensure your investments align with your financial goals.

Retirement Planning

Retirement planning services help you prepare financially for retirement. This includes creating income strategies, managing retirement accounts, and planning for healthcare costs.

Tax Planning

Tax planning services aim to minimize your tax burden through strategies such as tax-efficient investing, retirement account contributions, and charitable giving.

Estate Planning

Estate planning services ensure your assets are distributed according to your wishes after your death. This includes creating wills, trusts, and other legal documents.

Financial Planning

Comprehensive financial planning includes all aspects of your financial life, from budgeting and saving to investing and retirement planning.

Detailed Comparison Table

Here’s a comparison of the top financial advisors in Phoenix:

Advisor Address Services Offered Fee Structure Contact Information
Farnam Financial 2415 E Camelback Rd, Ste 700, Phoenix, AZ 85016 Investment Management, Retirement Planning, Tax Planning, Income Planning AUM, Flat Fee Website
Sensible Money LLC 4200 N Marshall Way, Suite 2, Phoenix, AZ 85251 Financial Planning, Retirement Readiness Tests Fee-Only Website
Heirloom Financial Services 3240 E Union Hills Dr, Suite 129, Phoenix, AZ 85050 One-Time Plan, Comprehensive Financial Planning, Investment Management Fee-Only Website
Foothills Financial Planning 10429 S 51st St, Suite 100, Phoenix, AZ 85044 Investment Management, Financial Planning, Risk Management Percentage of Managed Assets Website
RTS Private Wealth Management 2425 E Camelback Rd, Suite 620, Phoenix, AZ 85016 Investment Planning, Advanced Planning, Relationship Management AUM, Fixed Fees Website
Versant Capital Management 2394 E Camelback Rd, Suite 100, Phoenix, AZ 85016 Financial Planning, Retirement Planning, Wealth Management AUM, Hourly Charges, Fixed Fees Website

Selecting the right financial advisor is pivotal to securing your financial future. By considering credentials, fee structures, services offered, and customer reviews, you can find an advisor who aligns with your financial goals and values. Phoenix, Arizona offers a wealth of highly qualified advisors ready to help you navigate your financial journey.

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