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

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Phoenix, Arizona that can fulfill your requirements.

List of Qualified
Financial Planners in Phoenix, Arizona


Merrill lynch

Merrill lynch

2555 East Camelback Road
Suite 900

Phoenix, AZ 85016

310 2133991

Connect with Merrill

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282

623 2037003

Connect with Jason

Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale, AZ 85253

480 4942750

Connect with Andrew

Trent White

Omnia Wealth Management

5118 North Granite Reef Road

Scottsdale, AZ 85250

480 7021143

Connect with Trent

Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

623 8251020

Connect with Aaron

Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255

480 9947342

Connect with Bruce

Ryan Kidd

Validus Financial Associates

8502 E. Princess Dr. #230

Scottsdale, AZ 85255

623 8251020

Connect with Ryan

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