Top financial advisors in Tempe, 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.
You might seek a financial advisor in Tempe, AZ if you're planning for retirement in a popular destination known for its low property taxes and active 55+ communities. Without expertise in local tax and community factors, advisors may overlook key opportunities to optimize your retirement income and lifestyle.
- Local tax insight. Confirm how they incorporate Arizona's property tax environment into your retirement plan.
- Community knowledge. Ask how they align your goals with amenities and services in Tempe's 55+ neighborhoods.
- Retirement income sequencing. Ensure they consider timing of Social Security, pensions, and withdrawals to maximize your income.
- Experience with retiree needs. Look for advisors who understand healthcare costs and long-term care options common in retirement planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Teresa B
Series 63, Series 65
Tempe, AZ
Brookstone Capital Management LLC
Teresa Bear's 17 years of experience and Series 63 and 65 credentials position her well to address retirement planning needs in Tempe, AZ, especially with her firm's expertise in fee-based asset management and financial planning. Unlike some advisors, she offers flexible fee structures including flat fees and negotiable AUM rates, and her firm supports a broad client base with discretionary investment management through model portfolios and unified managed accounts.
Experience: 18 years
Avg account: $231,028
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Fernando V
Series 66
Tempe, AZ
Edward Jones
Fernando Vazquez offers retirement planning expertise in Tempe, AZ, with a focus on general retirement and estate planning, supported by his Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad range of advisory programs, which may benefit clients seeking comprehensive wealth management in the area.
Experience: 1 year
Avg account: $246,728
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Michael B
Series 63, Series 65, Series 66
Tempe, AZ
Cross State Financial Group LLC
Michael Ball's 31 years of experience and focus on income planning and cash flow budgeting make him well-suited to address retirement income sequencing and budgeting needs in Tempe's 55+ communities. His firm, Cross State Financial Group, manages $166.8 million with a tactical asset allocation approach and offers flat-fee planning options, providing flexibility compared to advisors who may rely solely on asset-based fees.
Experience: 31 years
Avg account: $435,842
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Stephen J
Series 66
Tempe, AZ
Tortoise Wealth Management
Stephen John in Tempe, AZ, offers retirement planning with a focus on wealth management and cash flow budgeting, supported by 10 years of experience and a Series 66 designation. His firm, Tortoise Wealth Management, uses a tactical allocation approach and provides flat-fee financial plans starting at $1,000, distinguishing him from advisors with purely asset-based fees or less flexible pricing.
Experience: 11 years
Avg account: $199,669
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Ariel G
ChFC®
Tempe, AZ
Signal Advisors Wealth, LLC
Ariel Gonzalez Jr. offers expertise in retirement income strategy and wealth management, with a focus on private and alternative investments, making him well-suited for retirees in Tempe, AZ. His flat-fee, independent advisory approach and experience as a founder and executive differentiate him from others, providing personalized financial planning tailored to complex retiree needs and local tax considerations.
Experience: 0 years
Avg account: $350,809
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