Financial advisors in Phoenix.
Phoenix is Arizona's capital and one of the largest cities in the country. Whether you live in Arcadia, Ahwatukee, Biltmore, or North Phoenix, we match you with an advisor who knows the Valley and can meet you nearby.
What Phoenix residents get help with
- Plan around Arizona's 2.5% flat income tax and how it applies to retirement income
- Coordinate employer plans from large Valley employers, state pensions (ASRS), and 401(k)s
- Meet in person at an office close to home, or by video
Areas we serve near Phoenix
How matching works
- 2 minutes
Answer a few questions
Your goals, savings, and how you like to meet.
- Same day
Our team reviews your answers
A match specialist may call or text to confirm details.
- On your schedule
Meet your Phoenix advisor
We introduce you by email, you pick the time, and your first meeting is free.
Questions about advisors in Phoenix
How do I find a good financial advisor in Phoenix?
Start with what you need help with, then check credentials, registration, and how the advisor is paid. Or answer our questions and our team will match you with a vetted advisor who serves Phoenix.
Can I meet my advisor in person in Phoenix?
Yes, if you prefer. Tell us in the questionnaire and we'll match you with an advisor who meets nearby. Video meetings are also available.
Is Arizona Advisor Match really free?
Yes. You never pay us anything. Advisors in our network pay us a fee for introductions. That fee does not change what an advisor charges you.
What does a financial advisor cost?
It depends on the advisor. Common models are a percentage of the assets they manage (often around 1% a year), a flat annual fee, or an hourly rate. Your advisor will explain exactly how they're paid before you commit to anything.
Other areas we serve
Financial advisors in Scottsdale
Scottsdale is home to many retirees, executives, and business owners.
View Scottsdale Maricopa CountyFinancial advisors in Paradise Valley
Paradise Valley households often have complex finances: multiple properties, business interests, and multi-generational plans.
View Paradise Valley Maricopa CountyFinancial advisors in Mesa
Mesa is the third-largest city in Arizona, with a large community of retirees and growing families.
View Mesa Maricopa CountyFinancial advisors in Chandler
Chandler's tech and engineering employers mean many residents have 401(k)s, stock plans, and fast-growing savings.
View Chandler Maricopa CountyFinancial advisors in Gilbert
Gilbert is one of the fastest-growing communities in the Valley, full of families building wealth.
View Gilbert Pima CountyFinancial advisors in Tucson
Tucson, Arizona's second-largest city, is home to the University of Arizona and popular retirement communities like Oro Valley and Green Valley.
View Tucson Coconino CountyFinancial advisors in Flagstaff
Flagstaff and Northern Arizona have fewer advisors per household than the Valley.
View Flagstaff Yavapai CountyFinancial advisors in Prescott
Prescott and Prescott Valley are among Arizona's most popular places to retire.
View Prescott