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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Tempe is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Tempe & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Tempe?

Looking for a qualified financial advisor in Tempe? We can help you by narrowing down your options & listing the best financial advisors in Tempe as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Tempe near you with the list of certified and vetted Tempe financial advisors.

List of Qualified Financial Advisors in Tempe, Arizona

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Jeffrey Wilcock, RFC

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282
(480) 9671155

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Adam Harding CFP®

Harding Investments & Planning

222 S. Mill Avenue
Ste 800

Tempe, AZ 85281
(480) 2051743

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Jeffrey Biro, CEP, RFC

Family Wealth Advisors, LLC

6900 E Camelback Rd.
Suite A-39

Scottsdale, AZ 85251
(480) 3471353

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226
(480) 9463626

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Bruce Hosler EA, CFP®, AIF®, CEPA®, CDFA®

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258
(480) 9947342

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012
(602) 9315043

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Greg Stott

Approach Capital Partners

Mesa & Scottsdale
4320 East Brown Road Ste 112

Mesa, AZ 85205
(480) 9939733

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David Rosenthal, CFP

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale, AZ 85260
(480) 6094334

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Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd
Ste #130

Scottsdale, AZ 85260
(480) 6094334

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Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd.
Suite 130

Scottsdale, AZ 85260
(480) 6094332

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Chance Butler

Pacific Landfall

1472 W Hoptree Ave

Queen Creek, AZ 85140
(570) 2446355

List of Additional Financial Advisors in Tempe, Arizona*

* Additional advisor listing is provided in partnership with Yext

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Rene Espinoza - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
4807308700

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Loney Financial

8747 S. Priest Drive
Suite 104

Tempe, AZ 85284
4809210225

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Michael Vukonich - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
4808978667

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Lincoln Investment

5016 South Ash Avenue
Suite 103

Tempe, AZ 85282
8774697377

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Ramon Francis, #RamonLoans

4500 S. Lakeshore Dr. #339

Tempe, AZ 85282
4806287341

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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