Top financial advisors in Prescott Valley, 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 Valley, AZ, you likely want to make the most of its low property taxes and vibrant 55+ communities. A common mistake is underestimating how local tax rules and community features affect your retirement income and lifestyle.
- Local tax impact. Ask how they factor Arizona's property tax rates into your retirement budget and long-term plans.
- Community fit. Confirm their experience advising clients who want to engage with Prescott Valley's active 55+ neighborhoods.
- Income sequencing. Understand how they plan withdrawals to optimize tax efficiency given Arizona's tax environment.
- Estate considerations. Check if they address state-specific rules that could affect your legacy and inheritance plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David L
Series 65
Prescott Valley, AZ
Advisory Alpha, LLC
David Loskill offers retirement planning expertise tailored to Prescott Valley's environment, including flat-fee and negotiable pricing options that can suit various client needs. His background as a founder and retired professional, combined with experience in wealth management and real estate investing, distinguishes him from others by providing a broad range of financial planning and specialty solutions.
Experience: 5 years
Avg account: $269,985
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Roxanne K
Series 63, Series 65
Prescott Valley, AZ
Kestra Advisory
Roxanne Kirk's experience with retirement plans for business owners and wealth management suits retirees in Prescott Valley, AZ, who need to navigate local tax impacts and community features. Her flat-fee structure and affiliation with Kestra Advisory, a large firm managing $79.8 billion in assets, differentiate her from others by combining personalized planning with institutional resources.
Experience: 3 years
Avg account: $618,892
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Paul J
Series 66
Prescott Valley, AZ
Cape Investment Advisory, Inc.
Paul Jacobs offers over 20 years of experience in Prescott Valley, AZ, with expertise in private and alternative investments as well as options and derivatives strategies, which can be valuable for managing retirement income and tax efficiency. His firm, Cape Investment Advisory, manages $402 million for 1,624 clients and provides both discretionary and non-discretionary services, distinguishing him with a comprehensive approach and a 2.75% total fee structure.
Experience: 21 years
Avg account: $456,781
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Jamie D
Series 63, Series 65
Prescott Valley, AZ
Edward Jones
Jamie De Forge's 18 years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer make him well-equipped to address Prescott Valley's retirement planning needs, including local tax impacts and estate considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive fee structure with up to 1.35% annual program fees, serving a diverse client base including retirees and business owners.
Experience: 18 years
Avg account: $246,728
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Melanie A
Series 66
Prescott Valley, AZ
Merrill
Melanie Avritt's experience at Merrill, a large firm integrated with Bank of America affiliates, equips her to navigate Prescott Valley's tax environment and retirement planning needs. Her expertise in tax-loss harvesting and active portfolio management, combined with a focus on mid-career professionals and HENRY clients, distinguishes her approach with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 4 years
Avg account: $860,085
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