Choosing the right financial advisor is one of the most important steps toward long-term financial clarity and security. Whether you’re planning for retirement or preparing an estate plan, the right guidance makes all the difference. Best Financial Advisors connects Phoenix residents with trusted financial professionals who offer personalized strategies built around your goals.
Our simple quiz will provide you with a personalized list of financial advisors based on your investing goals, preferences, and location.
| Advisor | Years of Experience | Services Offered | Rating |
Asset Preservation Wealth & Tax
| 28 years (founded in 1996) | Estate planning, retirement planning, tax services | ★★★★★ |
Endeavor Advisors, LLC
| 15+ years (founded in 2008) | Cash flow management, tax planning, investment management | ★★★★★ |
Strategy Financial Group
| 15 years (founded in 2010) | Retirement planning, investment management, tax-efficient strategies | ★★★★☆ |
Me Financial, PLLC
| 20+ years (founded in 2003) | Financial planning, retirement planning, tax planning | ★★★★★ |
Farnam Financial
| 15+ years (founded in 2009) | Financial planning, retirement planning, portfolio management | ★★★★★ |
Financial Freedom Advisors
| Not publicly disclosed | Investments, financial planning, insurance | ★★★★★ |
Welborn Financial
| Founded in 2021 | Wealth management, estate planning, tax & benefit planning | ★★★★★ |
Velocity Wealth Management, LLC
| 12+ years (founded in 2012) | Investments, financial planning, insurance planning | ★★★★☆ |
EP Wealth Advisors
| 25+ years (founded in 1999) | Retirement planning, investment management, tax planning | ★★★★★ |
Morgan Stanley Financial Advisors – Phoenix Branch
| Not publicly disclosed | Retirement planning, investment management, insurance services | ★★★★★ |
Phoenix continues to grow rapidly, with a strong job market, expanding industries, and a rising population of retirees and young professionals. With shifting economic conditions, Arizona-specific tax considerations, and evolving real estate trends, having localized financial guidance is essential.
A Phoenix-based advisor understands state tax rules, local investment opportunities, and the unique financial priorities of Arizona residents. Through Best Financial Advisors, you’re connected to professionals who offer clear, tailored strategies that fit your financial goals.
A financial advisor helps you organize, manage, and plan your finances—covering wealth management, retirement planning, investment strategies, tax planning, insurance, and more. Best Financial Advisors connects you with professionals who provide these services directly.
Fees vary by advisor and may include flat fees, hourly rates, or a percentage of assets managed. Through Best Financial Advisors, you can compare fee structures to find the right fit for your needs.
A fiduciary is legally required to act in your best interest. While many financial advisors follow similar ethical standards, not all are fiduciaries. Our referral network includes advisors who clearly outline their approach so you can make an informed choice.
Consider your financial goals, the advisor’s specialties, fee structure, and communication style. Best Financial Advisors simplifies this process by matching you with professionals aligned with your needs.
Finding the right financial advisor doesn’t have to feel overwhelming. Best Financial Advisors helps you compare trusted Phoenix professionals so you can move forward with clarity and confidence.
By understanding your goals, preferences, and financial challenges, we simplify the process and connect you with an advisor who aligns with your needs. With the right partner, you can build a plan that supports long-term stability and smarter financial choices.
