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14 Top Rated
Financial Advisors in Arizona

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Rick Willoughby

Symphony Financial Services LLC
AAMS® AWMA®
Rick Willoughby, a financial fiduciary has been a Paladin Registry member since 2008. Rick holds the Accredited Asset Management Specialist , Accredited Wealth Management Advisor certifications and has over 20 years of experience. Rick provides financial services to clients in the Phoenix, Arizona area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeffrey Biro

Family Wealth Advisors, LLC
CEP™ RFC®
Jeffrey Biro, a financial fiduciary has been a Paladin Registry member since 2006. Jeffrey holds the Certified Estate Planner , Registered Financial Consultant certifications and has over 36 years of experience. Jeffrey provides financial services to clients in the Scottsdale, Arizona area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Robinson RICP®, AIF®

ARQ Wealth Advisors
ARQ Wealth Advisors, a financial fiduciary has been a Paladin Registry member since 2013. Richard is the owner of ARQ Wealth Advisors. Richard provides financial services to clients in the Scottsdale, Arizona area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jared Daniel

Wealth Guardian Group
CFP® CRPC® EA
Jared Daniel, a financial fiduciary has been a Paladin Registry member since 2014. Jared is the owner of Wealth Guardian Group. Jared holds the Certified Financial Planner , Chartered Retirement Planning Counselor , Enrolled Agent certifications and has over 14 years of experience. Jared provides financial services to clients in the Gilbert, Arizona area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Siegel

ARQ Wealth Advisors
CFP®
Richard Siegel, a financial fiduciary has been a Paladin Registry member since 2016. Richard holds the Certified Financial Planner certifications and has over 20 years of experience. Richard provides financial services to clients in the Scottsdale, Arizona area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James N. Robinson

ARQ Wealth Advisors
AIF®
James N. Robinson, a financial fiduciary has been a Paladin Registry member since 2016. James N. holds the Accredited Investment Fiduciary certifications and has over 12 years of experience. James N. provides financial services to clients in the Scottsdale, Arizona area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Remm

ARQ Wealth Advisors
CFA® CFP® MBA
John Remm, a financial fiduciary has been a Paladin Registry member since 2016. John holds the Chartered Financial Analyst , Certified Financial Planner , Master Business Administration certifications and has over 18 years of experience. John provides financial services to clients in the Scottsdale, Arizona area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Greg Yocum

ARQ Wealth Advisors
CFP® AIF®
Greg Yocum, a financial fiduciary has been a Paladin Registry member since 2016. Greg holds the Certified Financial Planner , Accredited Investment Fiduciary certifications and has over 18 years of experience. Greg provides financial services to clients in the Scottsdale, Arizona area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Daughtrey

Copperwynd Financial
Copperwynd Financial, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Scottsdale, Arizona area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Daughtrey

Copperwynd Financial
David Daughtrey, a financial fiduciary has been a Paladin Registry member since 2017. David provides financial services to clients in the Scottsdale, Arizona area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Lynda Elley

Copperwynd Financial
Lynda Elley, a financial fiduciary has been a Paladin Registry member since 2017. Lynda provides financial services to clients in the Scottsdale, Arizona area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Erick Newton

Copperwynd Financial
Erick Newton, a financial fiduciary has been a Paladin Registry member since 2017. Erick provides financial services to clients in the Scottsdale, Arizona area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Simonson

First Financial Equity Corporation
John Simonson, a financial fiduciary has been a Paladin Registry member since 2018. John provides financial services to clients in the Tucson, Arizona area.

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