Top passive / index investing financial advisors in Kingman, AZ

David Ingram is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Independent Financial Group since 2011 and previously at J. W. Cole Advisors, Inc. from 2007 to 2011. Outside of his advisory role, he is the owner of a small real estate rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, combining active and passive exposures within multi-manager and hybrid portfolios tailored to client risk profiles.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Ricky Carroll is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithmic assessments to recommend investment strategies executed via mutual funds and ETFs with annual rebalancing.

Lawrence Carver is a financial advisor at Edward Jones with 26 years of industry experience, including 24 years at Edward Jones. He holds a Series 66 designation and is based in Kingman, AZ. Outside of his advisory role, he serves as a district deputy for the Benevolent and Protective Order of Elks and works as a high school sports official for the Arizona Interscholastic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.