Top financial advisors in Prescott, 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 Prescott, AZ, or have recently relocated here, you need an advisor who understands the local retirement landscape. A common mistake is overlooking how Prescott's low property taxes and active 55+ communities can impact your retirement income and lifestyle.
- Local retirement insight. Confirm the advisor knows Prescott's tax environment and community resources that affect retirees.
- Income sequencing. Ask how they plan withdrawals to maximize your income while minimizing taxes in Arizona.
- Long-term care planning. Ensure they consider costs and options for aging in place or memory care within the area.
- Investment alignment. Check that their strategies reflect your retirement goals and Prescott's market conditions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James P
CFP®, ChFC®, Series 63
Prescott, AZ
Independent Wealth Network, Inc.
James Poindexter's 36 years of experience and CFP® certification equip him to navigate Prescott's unique retirement tax environment and community resources effectively. His firm, Independent Wealth Network, Inc., offers flat-fee and retainer options, serving diverse clients with tailored strategies that combine fundamental and technical analysis, setting him apart from advisors with narrower approaches or fee structures.
Experience: 36 years
Avg account: $339,533
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Kathleen N
CFP®, Series 66
Prescott, AZ
Stratos Wealth Partners, Ltd
Kathleen Nemetz offers expertise in wealth management and retirement plans for business owners, making her well-suited for retirees in Prescott, AZ who need tailored income sequencing and tax strategies. With 21 years of experience and CFP® certification, she operates within Stratos Wealth Partners, a large firm known for active portfolio management and flexible fee structures including flat fees and hourly consulting.
Experience: 21 years
Avg account: $706,728
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Dakoda P
CFP®, ChFC®, Series 65, Series 63
Prescott, AZ
Edward Jones
Dakoda Peterson's nine years of experience and CFP® and ChFC® designations equip him to address retirement income strategies tailored to Prescott's unique tax environment and active 55+ communities. Working with Edward Jones, a large full-service wealth management firm, he offers a comprehensive approach including charitable giving and inheritance planning, with an AUM fee up to 1.35% annually, distinguishing him from advisors with smaller firm resources.
Experience: 9 years
Avg account: $246,728
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Merissa B
Series 65, Series 63
Prescott, AZ
Raymond James Financial
Merissa Brinkerhoff offers retirement income strategy expertise in Prescott, AZ, with 20 years of experience and credentials including Series 63 and 65. Affiliated with Raymond James Financial, a large firm known for non-discretionary planning and extensive research, she provides flat-fee and hourly planning options, catering to diverse clients including business owners and executives.
Experience: 20 years
Avg account: $700,796
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David E
CFP®, Series 66
Prescott, AZ
Pure Financial Advisors, LLC
David Edmisten offers expertise in retirement withdrawal strategies and tax-loss harvesting, crucial for navigating Prescott's tax environment and retirement income planning. With 18 years of experience, CFP® certification, and a flat-fee structure at Pure Financial Advisors, he serves high-net-worth clients using a planning-centered investment approach, differentiating him from advisors with less specialized tax and retirement planning focus.
Experience: 18 years
Avg account: $1,471,853
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