Ways to browse Independent advisors serving Phoenix, AZ

Pick a specialty to browse more Independent advisors serving Phoenix, AZ.

Browse by specialty

Find advisors serving Phoenix, AZ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	805
Wealth management	563
Options & derivatives strategies	498
Executive	479
Retirement plans for business owners (SEP, solo 401k)	479
Private / alternative investments	453
Retirement income strategy	309
Active portfolio management	304
Retired	292
Tax-loss harvesting	214
General retirement planning	211
General estate planning guidance	185
Concentrated stock management	184
Annuities	168
Passive / index investing	161
College savings (529s, UTMA, etc.)	157
Business exit / sale strategy	141
Income planning	130
ESG / Sustainable investing	127
Cash flow / budgeting	126
Real estate investing	116
Charitable giving & philanthropy	115
Equity compensation tax strategy	68
General tax planning	65
Business ownership considerations	62
Tax strategies for small businesses	56
Financial Professional	48
Mid-Career Professionals	45
Approaching retirement	44
Long-term care insurance	42
Retirement withdrawal strategies	42
Social Security optimization	40
HENRY (High Earners, Not Rich Yet)	39
Business succession planning	37
Debt management	36
Values-based investing	29
Life insurance needs analysis	27
Retired	25
Young Professionals	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Roth conversion strategy	20
Doctor or Medical Professional	19
Multi-generational wealth transfer	18
Established Professionals	16
Factor investing / smart beta	15
Self-Employed	15
Charitable giving tax strategies	11
Cross-border / expatriate tax planning	9
Military & Veterans	8
Business Financial Management	6
Business sale tax planning	6
Disability insurance	6
Technology Professional	6
Women Professionals	6
Divorce financial planning	4
Family Business	3
Liquidity event planning	3

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