Top financial advisors in Payson, 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 Payson, AZ, or have recently relocated here, you need an advisor who understands the local retirement landscape, including the area's popular 55+ communities and property tax environment. A common mistake is working with an advisor unfamiliar with these local factors, which can lead to missed opportunities in retirement income planning.
- Local retirement knowledge. Confirm how they incorporate Payson's tax advantages and community options into your plan.
- Income sequencing. Ask how they manage withdrawals to optimize tax efficiency over your retirement years.
- Healthcare cost planning. Ensure they consider Arizona's healthcare options and potential long-term care needs.
- Experience with retirees. Look for advisors who have guided clients through the transition to retirement in similar communities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandan K
Series 66
Payson, AZ
Edward Jones
Brandan Kelley offers retirement income strategy and general retirement planning in Payson, AZ, with a focus on retirees and business owners. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and a wrap fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 2 years
Avg account: $246,728
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Arthur W
Series 66
Payson, AZ
Kingsview Wealth Management, LLC
Arthur Walsh offers 14 years of experience and holds the Series 66 designation, providing financial planning with flat fees and hourly options, which can be beneficial for retirees in Payson, AZ. His firm, Kingsview Wealth Management, manages $6.7 billion and serves diverse clients with a mix of advisor-led planning and model-based strategies, differentiating him from others by combining personalized service with broad investment options.
Experience: 14 years
Avg account: $703,115
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James C
Series 63, Series 65
Payson, AZ
Morgan Stanley
James Cooper Jr. brings 35 years of experience and local presence in Payson, AZ, making him well-equipped to address retirement planning nuances such as property tax and community options. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers structured planning and investment modeling, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 35 years
Avg account: $670,481
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Zachariah G
Series 66
Payson, AZ
J.P. Morgan Securities
Zachariah Greenough offers wealth management services in Payson, AZ, with 11 years of experience and a Series 66 designation, making him familiar with local retirement considerations. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and investment management, he combines broad resources with a 0.30% annual AUM fee, which may suit retirees seeking comprehensive support and access to extensive financial services.
Experience: 11 years
Avg account: $318,381
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Ryan R
Series 65
Payson, AZ
Dynamic
Ryan Rippy offers local expertise in Payson, AZ, with a focus on retirement plans for business owners and general estate planning guidance, which can be valuable for retirees navigating the area's tax and community landscape. His firm, Dynamic, employs a long-term, client-specific portfolio approach and provides flexible fee options including flat fees, making him a distinct choice for clients seeking tailored financial planning and portfolio management services.
Experience: 2 years
Avg account: $964,859
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