Top financial advisors in Scottsdale, 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 Scottsdale, AZ, or already live here, you need advisors who understand the local tax environment and community options. A common mistake is overlooking how property taxes and 55+ community benefits affect your retirement income and lifestyle.
- Local tax insight. Confirm how they factor Scottsdale's relatively low property taxes into your retirement cash flow.
- Community knowledge. Ask about their experience with 55+ communities and how that fits your housing and social needs.
- Income sequencing. Retirement income sources should be coordinated to optimize tax efficiency and timing in Arizona.
- Long-term planning. Ensure they consider how your retirement goals align with Scottsdale's unique cost of living and amenities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dale S
CFP®, CDFA®
Scottsdale, AZ
Life Moves Wealth Management
Dale Shafer is well-equipped to assist Scottsdale retirees with his decade of experience and CFP® certification, offering expertise in liquidity event planning and business exit strategies that can influence retirement income sequencing. His flat-fee structure and independent approach, combined with a focus on business owners and executives, distinguish him from others by providing transparent pricing and specialized knowledge tailored to professionals in the area.
Experience: 10 years
Avg account: $322,171
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John H
Series 63, Series 65
Scottsdale, AZ
WT Wealth Management, LLC
John Heilner's 27 years of experience and Series 63 and 65 licenses equip him to navigate Scottsdale's retirement tax environment effectively. His firm, WT Wealth Management, offers discretionary portfolio management with ESG investing options and integrates tax accounting and estate law services, providing a comprehensive approach that balances low fees and diversification, distinguishing him from other local advisors.
Experience: 27 years
Avg account: $364,653
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Scott P
Series 63, Series 65
Scottsdale, AZ
Independent Financial Group, LLC
Scott Pilchard's 32 years of experience and Series 63 and 65 credentials equip him to navigate Scottsdale's retirement tax environment and community options effectively. Operating within Independent Financial Group, LLC, a large firm managing $11.3 billion in assets, he offers flat-fee financial planning and specializes in wealth management, passive and active investing, and retirement plans for business owners, distinguishing him from other local advisors.
Experience: 33 years
Avg account: $474,424
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Abe A
CFP®, Series 63
Scottsdale, AZ
Titan Capital Management
Abe Askil Jr. offers extensive retirement planning expertise with 28 years of experience and CFP® certification, making him well-equipped to address Scottsdale's unique tax and community considerations. His firm, Titan Capital Management, uses a Global Tactical Asset Allocation approach and serves a diverse client base, including individuals and businesses, with a 1.00% AUM fee, distinguishing him from advisors focused solely on individual retirement planning.
Experience: 29 years
Avg account: $626,584
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John F
Series 63, Series 65
Scottsdale, AZ
Savvy
John Fitzpatrick in Scottsdale offers expertise in tax-loss harvesting and ESG investing, which can help optimize retirement income sequencing and tax efficiency in Arizona. His firm, Savvy, provides both discretionary and non-discretionary wealth management with a mix of index-based and tailored strategies, charging negotiable fees and flat rates for planning, distinguishing him from advisors with more rigid fee structures.
Experience: 5 years
Avg account: $1,062,133
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