Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.

At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our 
responsibility as your financial advisor so seriously. We're here to help you get better results 
than you would on your own. Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution 
towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life. Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity. We have a number of ways to serve and accommodate you for your convenience; via phone call, email or (Zoom) video conferencing with screen share technology.

At our firm, we have the client and only the client in mind. Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation. From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

BGK Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

Merrill Lynch Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It's not just about markets and returns, it's about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.

We strive to help clients create, grow, protect and distribute wealth in the most efficient
manner possible, based on our clients specific needs and goals.  We offer customized solutions
with the greatest attention to detail.  We are committed to putting quality service and objective
advice first.  Securities offered through LPL Financial, member FINRA & SIPC.  Investment advice 
offered through Treiberg Wealth Management, a registered investment advisor and separate entity 
from LPL Financial.

Get personalized, tax-focused financial planning in-person or from the convenience of your home.

Through in-depth education, customized financial planning and undivided financial advisor attention, Bayntree Wealth Advisors will help you make the right financial decisions to put you in position to meet your income and wealth needs, and live comfortably in your retirement years. Bayntree Wealth Advisors provides comprehensive financial planning and wealth management in Scottsdale, AZ. The Bayntree Wealth team specializes in all aspects of your financial health including retirement planning, risk management, investment advice, tax strategies and asset protection.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Evergreen Wealth Management was created to offer clients customized Wealth Management services. Our goal is to spend necessary time to fully understand each client's individual needs and goals not only financially but personally. We work with clients to educate and coach them through the financial planning and investment management process. We have the flexibility to use a wide range of products. This can include active management investment solutions or time tested low expense investment vehicles. If you have questions please schedule a call, we would love to hear from you!

Investment Advisory services provided by Ashton Thomas Private Wealth, LLC, a SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities brokerage services provided by M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Insurance products offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways and are governed by different laws and separate contracts with you. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates.  A copy of Ashton Thomas Private Wealth LLC's current written disclosure statement discussing advisory services and fees is available for review upon request.

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement. 1. Goals We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals. 2. Risks Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly. 3. Investments You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio. 4. Income Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible. 5. Taxes We help you develop a strategy that balances your tax burden now and throughout retirement. 6. Test Run Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement. 7. Retirement With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.

Based in Tempe Arizona, IFS strives to provide innovative and comprehensive Wealth Management Strategies for Individuals, Families, Business Owners, and their Employees. IFS a fee-only Financial Planning firm providing unbiased, comprehensive, and objective advice to help our clients organize, grow, and protect their assets through lifes transitions.  We act as a fiduciary for our clients, removing conflicts of interests and only working in the best interest of our clients.  Serving clients locally in Arizona and across the nation.

We are a group of financial professionals committed to partnering with you throughout your financial life. As a full-service independent firm, we provide honest, fiduciary financial advice to a dynamic group of successful individuals and their families.

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click <a rel="nofollow" href="https://dynamicadvisorsolutions.myclients.io/site/6slmbhq613apf4k7/online-scheduling" target="_blank" rel="noopener" data-saferedirecturl="https://www.google.com/url?q=https://dynamicadvisorsolutions.myclients.io/site/6slmbhq613apf4k7/online-scheduling&amp;source=gmail&amp;ust=1603571673752000&amp;usg=AFQjCNEQlzzYj3mvuemZDXSdhyczhlnEaA">HERE</a> to schedule a meeting or a phone call.

Anderson Wealth LLC is an independent financial services company. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Today's busy lifestyles and ever-changing financial marketplace it's more important than ever to work with a trusted and experienced financial professional. Chad Anderson and Anderson Wealth can provide the knowledge, experience, and the solutions to reach your financial goals. With over 23 years of financial planning experience, we understand the challenges our clients face and how to overcome them

I am in the business of helping my clients work towards their financial goals. I do this by using 
a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most 
important considerations Investments, taxes, insurance, estate planning: the list of financial 
concerns and considerations facing you today is seemingly endless. And there are no easy answers 
in your overall financial success. My approach may help you invest conservatively, reduce your exposure to taxes, address your 
insurance needs and provide a plan to transfer your wealth to your children and grandchildren. Securities offered through LPL Financial, member FINRA/SIPC. 
Investment advice offered through Treiberg Wealth Management, a registered investment advisor and 
separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or 
transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, 
Texas, Florida.

Find the best financial advisor in Arizona. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Arizona

List of Qualified
Financial Planners in Arizona

Aaron C. Montez

Validus Financial Associates

Bruce Hosler

Hosler Wealth Management

Michelle Anthony

Modern Wealth Management

James Good

BGK Capital

Ryan Kidd

Validus Financial Associates

Merrill lynch

Merrill lynch

Michael Treiberg

Treiberg Wealth Management, Inc.

Trent White

Omnia Wealth Management

Andrew Rafal

Bayntree Wealth Advisors

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Allworth Financial

Allworth Financial

Frequently Asked Questions

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FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Arizona

List of Qualified Financial Planners in Arizona

Validus Financial Associates

Hosler Wealth Management

Modern Wealth Management

BGK Capital

Validus Financial Associates

Merrill lynch

Treiberg Wealth Management, Inc.

Omnia Wealth Management

Bayntree Wealth Advisors

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Allworth Financial

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Arizona

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FINANCIAL
PLANNER