Ways to browse Independent advisors serving Tempe, AZ

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	810
Wealth management	537
Executive	490
Options & derivatives strategies	475
Retirement plans for business owners (SEP, solo 401k)	464
Private / alternative investments	444
Active portfolio management	298
Retirement income strategy	289
Retired	283
General retirement planning	255
Tax-loss harvesting	226
General estate planning guidance	188
Concentrated stock management	185
Passive / index investing	163
College savings (529s, UTMA, etc.)	162
Annuities	159
Business exit / sale strategy	139
ESG / Sustainable investing	135
Cash flow / budgeting	129
Income planning	124
Charitable giving & philanthropy	114
Real estate investing	113
Equity compensation tax strategy	71
General tax planning	61
Business ownership considerations	59
Approaching retirement	54
Tax strategies for small businesses	53
Financial Professional	48
Mid-Career Professionals	45
Retirement withdrawal strategies	44
Debt management	41
HENRY (High Earners, Not Rich Yet)	40
Long-term care insurance	40
Social Security optimization	40
Business succession planning	35
Retired	33
Life insurance needs analysis	29
Values-based investing	29
Equity Recipients (RS/RSU, SOP, ESPP)	20
Roth conversion strategy	19
Young Professionals	19
Doctor or Medical Professional	18
Established Professionals	16
Factor investing / smart beta	15
Multi-generational wealth transfer	15
Self-Employed	15
Charitable giving tax strategies	14
Religious/faith focused	11
Cross-border / expatriate tax planning	9
Divorce financial planning	9
Business Financial Management	8
Military & Veterans	7
Business sale tax planning	6
Women Professionals	6
Disability insurance	5
Technology Professional	5
Liquidity event planning	4

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