I'm proud to share that I'm a part of the newly-formed Phoenix Fee Only group, led by Dave Grant, CFP®.
Every advisor on this list is praiseworthy. The levels of collaboration, resource-sharing, mentoring, and goodwill among this group are incredible, and I really appreciate Dave for bringing us together.
Anyone in the Phoenix area searching for a fee-only advisor can use this directory to jumpstart the process of finding an independent, fee-only fiduciary that's a great fit for their planning & investment needs.
A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.