Top Financial Advisors in Chandler, AZ

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Keystone Wealth Partners is a fee-based financial advisor firm. The team of advisors here boasts multiple certifications, including certified annuity specialist (CAS), certified income specialist (CIS), certified estate and trust specialist (CES), certified fund specialist (CFS), certified tax specialist (CTS), chartered financial consultant (ChFC) and more.

In order to become a client of this firm, you'll need at least $250,000 in investable assets. Individuals both with and without a high net worth and retirement plans make up Keystone's client base.

Certain advisory employees of Keystone Wealth Partners earn commissions for the sale of insurance products to clients. Though this represents a potential conflict of interest, the firm is a fiduciary and therefore must act in your best interest.

Keystone Wealth Partners Background

Opened in 2014, Keystone Wealth Partners is under the principal ownership of founder and managing director John Hagensen. Hagensen has his own weekly radio show and has written two books titled "Unleash Your Investments" and "The Retirement Flight Plan."

Financial planning and investment management are the central focus of Keystone's services. The firm can offer investment planning, retirement planning, college funding planning, debt management and tax analysis.

Keystone Wealth Partners Investing Strategy

Keystone Wealth Partners believes that a passive investment strategy is the key to acheiving long-term success with its portfolios. More specifically, it looks to combine the following trio of ideologies into this strategy:

• Modern portfolio theory (MPT): This philosophy attempts to maximize the relationship between risk and return so that your return potential is as high as possible for your risk level.
• Efficient market hypothesis: While stock-picking is popular with short-term investors, this theory looks to stay away from this market-beating ideology.
• Fama-French three factor model (FFTFM): FFTFM takes into account a trio of related considerations that recognize relationships between investment types and risk levels, similar to what MPT espouses.

Stocks, fixed-income securities, mutual funds and ETFs are the investment types that Keystone typically uses within clients' portfolios. According to the firm, your advisor will rebalance your account to ensure your predetermined asset allocation is maintained.

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Ironwood Wealth Management is an advisory firm that specializes in helping retirees and pre-retirees to turn their nest egg into a lasting source of income. The firm does not have a specific account minimum for new clients.

Advisory certifications at the firm include certified financial planner (CFP), chartered financial analyst (CFA), chartered financial consultant (ChFC), accredited investment fiduciary (AIF) and registered financial consultant (RFC).

Certain representatives of Ironwood Wealth Management are also insurance agents. This makes the firm fee-based. While these representatives may receive a commission for the sale of insurance products, the firm’s fiduciary duty requires it to act in its clients’ best interests.

Ironwood Wealth Management Background

Ironwood Wealth Management was formed in 2006. The registered investment advisor (RIA) is principally owned by three managing members: Cean Kenefick-Rogers, Alexander Marek and Rydan Case. 

Ironwood’s wealth management plans include expertise on financial planning, retirement income planning, tax planning, life and disability insurance, business succession, intergenerational wealth transfer and philosophy. The firm also offers its Foundations Program, an automated, online investment management platform that can be used separately or that it may recommend to be used in conjunction with the firm’s traditional portfolios.

Ironwood Wealth Management Investment Process

Ironwood Wealth Management’s investment process includes multiple steps. First, the firm creates a specific breakdown that defines a client’s goals, risk tolerance and time horizon, which it translates into the framework for a well-diversified asset mix. 

Ironwood then turns to asset allocation, which it believes is a key determinant of portfolio performance. Ironwood then selects which securities it will use for that client’s portfolio. It primarily allocates client investment assets among mutual funds and exchange-traded funds (ETFs). From there, Ironwood monitors and evaluates the portfolio and continually rebalances it as the markets fluctuate and adjust.

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If you're interested in becoming a client of StoneCrest Wealth Management, you won't have to worry about any minimum asset requirement. This is reflected in the firm's client base, as it only works with individuals, most of whom don't have a high net worth.

The small team of advisors at StoneCrest includes two certified financial planners (CFPs) and two accredited investment fiduciaries (AIFs). Over the last decade, this firm has received awards from entities like AdvisorOne, the National Association of Board Certified Advisory Practices (NABCAP) and more.

As a fee-based firm, StoneCrest employs advisors who can receive commissions from the sale of certain insurance products and securities to clients. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in your best interest no matter what.

StoneCrest Wealth Management Background

StoneCrest Wealth Management has been in business for quite some time, as it was established back in 1987. The firm is under the ownership of its president, chief compliance officer (CCO) and managing principal K. Casey Mahan. Mahan has around 30 years' experience in the financial services industry.

Investment management and financial planning are the two main offerings of StoneCrest. The former focuses on building a personalized investment portfolio for each client, while the latter can center around various topics. These include retirement planning, education fund planning, insurance planning and more.

StoneCrest Wealth Management Investing Strategy

StoneCrest Wealth Management works with clients to determine their investor profile before actually placing any of their assets in the market. This involves doing a deep dive into their personal financial goals, time horizon, income needs, risk tolerance and any other pertinent factors. Even still, StoneCrest tends to invest with an eye towards the long term, meaning it doesn't take an overly risky approach so it can maximize future returns.

For the most part, the firm prefers to invest in mutual funds and exchange-traded funds (ETFs). However, under certain circumstances, the firm may include individual stocks, bonds and other securities in your portfolio's asset allocation.

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Founded in 2013, Strategic Income Group finishes out our list. The Chandler-based firm has no account minimum and offers services such as financial planning, investment management, estate planning, strategic tax management and insurance analysis. Typical clients include individuals both with and without a high net worth and pooled investment vehicles. This firm employs several certified financial planners (CFPs).

Certain on-staff advisors at this firm can receive commissions for trading securities or selling insurance products. While this creates a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Strategic Income Group Background

Founder Michael Gauthier owns Strategic Income Group indirectly through the Gauthier Family Trust. He has more than 20 years of experience working in the finance industry and left Wall Street in 2013 to found this firm.

In addition to working with clients in person, the firm offers free downloadable financial organizer forms and a paid financial planning workbook that Gauthier created himself.

Strategic Income Group Investing Strategy

Strategic Income Group, operating under a fee-based model, requires its portfolio management clients to adhere to its wrap fee program. This means that all of your costs will be "wrapped" into a single rate, encompassing transactional fees, broker fees, advisory charges and more. This is meant to simplify the fee-paying relationship you have with your advisor.

At the core of the firm's investment philosophy is the client's specific needs. For example, your investment plan will account for your risk tolerance, time horizon, income needs and investment preferences. In general, the firm tends to invest in stocks, bonds, mutual funds, exchange-traded funds (ETFs) and options.