Top financial advisors in Chandler, AZ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning to retire in Chandler, AZ, or nearby, you likely want to make the most of the area's favorable tax environment and active 55+ communities. A common mistake is underestimating how local property taxes and community amenities affect your retirement budget and lifestyle.
- Local tax knowledge. Confirm how the advisor accounts for Arizona's relatively low property taxes and their impact on your retirement income.
- Retirement community insight. Ask if they understand the financial implications of living in 55+ communities, including fees and services.
- Income sequencing. See how they plan withdrawals to balance tax efficiency with your spending needs in retirement.
- Long-term care planning. Discuss how they incorporate potential healthcare and memory care costs common in retirement years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey D
Series 66
Chandler, AZ
Merrill
Jeffrey Dinkel in Chandler, AZ, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income in a favorable tax environment. Affiliated with Merrill, a large firm providing managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million, distinguishing him from advisors with smaller firm resources or different client focuses.
Experience: 10 years
Avg account: $860,085
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Theresa C
Series 63, Series 66
Chandler, AZ
Benjamin F. Edwards & Company, Inc.
Theresa Clemmons offers extensive expertise in retirement planning and tax-loss harvesting, which is valuable for managing Chandler's favorable tax environment and retirement community costs. With 29 years of experience at a large firm, she provides flat-fee financial planning and active portfolio management, distinguishing her approach from others by combining seasoned insight with flexible fee structures.
Experience: 30 years
Avg account: $553,528
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Kathleen B
Series 65
Chandler, AZ
Meredith Dekker Financial Services, LLC
Kathleen Barrett's experience with Meredith Dekker Financial Services in Chandler, AZ, equips her to address retirement planning needs, including tax and income sequencing considerations relevant to the local environment. Her firm's use of fundamental analysis and integration of tax and accounting services, combined with a flat-fee and independent advisory model, distinguishes her approach from others in the area.
Experience: 3 years
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Stevi M
Series 63, Series 66
Chandler, AZ
Edward Jones
Stevi Mumma in Chandler, AZ, specializes in retirement income strategy and has 20 years of industry experience, making her well-equipped to address retirement planning needs in the area. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a range of advisory strategies with a program fee up to 1.35% annually, providing options that balance tax efficiency and income sequencing.
Experience: 20 years
Avg account: $246,728
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Matthew C
Series 63, Series 66, Series 65
Chandler, AZ
Steward Partners Investment Advisory, LLC
Matthew Clay's 25 years of experience and Series 63, 65, and 66 licenses equip him to navigate Chandler's retirement tax environment and community nuances effectively. Operating within Steward Partners Investment Advisory, a large firm managing $28.34 billion, he offers flat-fee and hourly financial planning, serving high-net-worth clients with ESG investing expertise, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 26 years
Avg account: $831,870
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