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Top Rated Financial Advisors in Prescott, Arizona

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Prescott, Arizona is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Prescott, Arizona with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Prescott, Arizona near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Pure Financial Advisors, LLC

Pure Financial Advisors LLC, a financial fiduciary firm, has been a Paladin Registry member since 2026 and provides financial services to clients in the Prescott, Arizona area.
Prescott, AZ
Telephone Advisor
Telephone: 928-465-2711
Visit Advisor Website
https://purefinancial.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

Name(s) of Custodian(s):
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

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Brian Penney

Capital Synergies
Brian Penney, a financial fiduciary, provides financial services to clients in the Waddell, Arizona area. Brian has over 26 years of experience.
Waddell, AZ
Telephone Advisor
Telephone: 815-670-5480
Visit Advisor Website
https://www.capitalsynergiesaz.com/about

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
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