A complete list of active advisors currently associated with Premier Southwest Planning Group, LLC

Warmer can help you find a great advisor at Premier Southwest Planning Group, LLC or one who fits your needs even better.

Premier Southwest Planning Group serves individuals (including high‑net‑worth clients), business entities, and retirement plans by providing discretionary asset management, comprehensive and modular financial planning, and limited‑scope ERISA 3(21) retirement plan advisory services. The firm also facilitates sub‑advisory relationships with third‑party money managers and provides ongoing portfolio monitoring and reporting. Portfolios and plans are constructed to reflect each client’s stated goals, time horizon, and risk tolerance, with the firm typically exercising discretionary trading authority and the ability to hire and oversee TPMs as appropriate. Financial planning services include both comprehensive plans and targeted analyses — for example, Social Security maximization, pension maximization, Roth conversion review, income‑stress testing, and an Asset‑Cycle Portfolio System — that are used to inform investment decisions. Noteworthy features include a program of public seminars and workshops intended to educate prospective clients and participants and disclosed affiliations between firm principals and insurance‑selling entities; several advisers are licensed to sell insurance and receive related compensation, with conflicts addressed in the brochure. The combination of plan‑level fiduciary support (3(21) services and participant education) alongside individualized wealth management and TPM arrangements distinguishes the firm from many peers.

To learn more about the advisors currently working at Premier Southwest Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joshua Gifford	Scottsdale, AZ	4
Jonathan Miller	Scottsdale, AZ	2
Bruce Weinstein	Scottsdale, AZ	36

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