Independent, roth conversion strategy financial advisors in Mesa, 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 have a Roth conversion on your horizon, such as moving funds from a traditional IRA to a Roth IRA to manage future taxes, it's crucial to avoid treating it as a quick tax fix. Many advisors miss the mark by not considering how your overall tax situation and retirement timeline interact with the conversion.
Being independent means these advisors aren't tied to specific financial products, which can help them focus on your unique tax and retirement goals.
- Tax timing insight. Ask how they plan conversions around your expected income changes and tax brackets over several years.
- Integration with retirement plans. Confirm they consider how conversions affect your required minimum distributions and Social Security benefits.
- State tax impact. Since Mesa, AZ has relatively low property taxes and popular 55+ communities, check how they factor state tax rules into your strategy.
- Coordination with tax professionals. Ensure they work alongside your CPA or tax preparer to align conversion moves with your full tax picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven S
Series 63, Series 65
Gilbert, AZ
Smartt Wealth Solutions, LLC
Steven Smartt specializes in Roth conversion strategies and general retirement planning, offering tailored advice from his Gilbert, AZ location near Mesa. His firm provides flat-fee financial planning ranging from $500 to $5,000, serving individual and high-net-worth clients with a seasoned approach and coordination with other professionals, which may offer a more integrated tax and retirement strategy compared to others.
Experience: 29 years
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Bryan W
VerifiedCFP®, EA
Scottsdale, AZ
Almega Wealth Management
Bryan Wisda specializes in Roth conversion strategies and wealth management, bringing 23 years of experience and CFP® and EA credentials to clients near Mesa, AZ. His independent, flat-fee firm emphasizes multi-generational wealth transfer and retirement withdrawal strategies, distinguishing him with a comprehensive approach that integrates tax planning and legacy goals, suitable for retirees and those approaching retirement.
Experience: 23 years
Avg account: $551,786
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Richard O
Series 65
Scottsdale, AZ
Camden Financial Management, Inc.
Richard Oldenburg specializes in Roth conversion strategies and general retirement planning, leveraging 29 years of experience at an independent firm in Scottsdale, AZ, near Mesa. His firm offers negotiated flat fees and emphasizes tax-aware, strategic asset allocation with a high-touch service model, catering primarily to high-net-worth clients with relatively high account minimums, distinguishing him from advisors with broader client bases or different fee structures.
Experience: 30 years
Avg account: $3,925,114
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Brent M
Series 65, Series 66
Paradise Valley, AZ
Scottsdale Wealth Advisory LLC
Brent Matthew offers expertise in Roth conversion strategy combined with over 21 years of experience and holds Series 65 and 66 licenses, serving clients from Paradise Valley, AZ. His firm, Scottsdale Wealth Advisory LLC, uses a model-driven investment approach with passive, long-term strategies and serves high-net-worth individuals and employer-sponsored plans, differentiating him with tailored active overlays and negotiable fees up to 1.50% annually.
Experience: 21 years
Avg account: $249,364
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Jake U
Series 65
Tempe, AZ
Arbor Wealth Management, LLC
Jake Ulrich specializes in Roth conversion strategies and is independent, making him well-suited to navigate tax timing and retirement integration for Mesa-area clients. His firm manages $107 million with a model-driven, ETF-focused approach, serving individuals and small businesses, and charges 1.00% AUM or $250/hour, differentiating him by combining tax strategy expertise with disciplined portfolio management and moderate client load.
Experience: 13 years
Avg account: $1,239,771
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