National Retirement Planning Experts

National Coverage
Local Professionals

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. 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


Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282



Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd., Ste. 200

Tempe, AZ 85282



Joseph Weber

Integrated Financial Solutions, PLLC

7650 S. McClintock Dr

Tempe, AZ 85284



James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226



Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258



Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd Suite I-101

Phoenix, AZ 85028



Scott Cadieux

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254


List of Additional Financial Advisors in Tempe, Arizona*

* Additional advisor listing is provided in partnership with Yext


First Command Financial Advisor - Juan Garcia

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282


First Command Financial Advisor - Johnny Hernandez

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282

* 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors