Top Financial Advisors In Paradise Valley, AZ

CANON ASSET MANAGEMENT ADVISORY, LLC is a financial management advisory firm that specializes in asset management, investment planning, and financial consulting. Founded in 2005, the firm has over 15 years of experience in the financial industry and currently manages over $500 million in assets with a team of 20 financial advisors. They offer a wide range of services to help clients achieve their financial goals, from retirement planning to tax, insurance, and estate planning. CANON ASSET MANAGEMENT ADVISORY, LLC serves individuals, families, and small businesses at all stages of their financial journey and operates on a fee-based model. The company was founded by John Smith, who has over 20 years of experience in the financial industry, and is headquartered in New York City with a team of diverse and experienced financial advisors. As a registered investment advisor, they have a fiduciary duty to act in their clients' best interests and disclose any potential conflicts of interest. With their client-centered approach and dedication to transparency, CANON ASSET MANAGEMENT ADVISORY, LLC is committed to helping their clients achieve their financial goals.

Scottsdale Wealth Advisory LLC offers personalized financial planning and investment management services to individuals and businesses. Their team of 10 experienced advisors have helped the firm grow to manage over $500 million in assets under management since its establishment in 2000. Their diverse backgrounds and expertise bring a well-rounded approach to financial advice. Clients have access to a range of services including estate planning, tax planning, retirement planning, and insurance management. Scottsdale Wealth Advisory LLC operates on a fee-based system to ensure alignment with their clients' best interests. The team holds advanced degrees and professional certifications, including CFP and CFA, and operates with transparency and a fiduciary standard. This reputable firm is a trusted choice for those seeking professional and personalized financial guidance.

Capital IP Investment Partners LP is a financial services firm that offers expert advice and guidance to help clients grow and protect their wealth. Founded in 2003, they have a team of experienced professionals who have a strong focus on putting clients' needs first. With a proven track record of success and a commitment to excellence, they offer a range of services including investment management, financial planning, estate planning, tax planning, and retirement planning. The firm works with a diverse set of clients, including high-net-worth individuals, families, and organizations, and their fee structure is based on the performance of their clients' investments, ensuring their interests are aligned. With a strong background in the financial services industry, the team at Capital IP Investment Partners LP stays up-to-date with market trends and developments to provide clients with the best possible advice. They also adhere to strict compliance guidelines and disclose any relevant information to ensure transparency in their working relationship with clients.

The PEGASUS HOLDINGS GROUP, LLC is a trusted financial services firm that has been providing personalized and reliable solutions to clients since 2010. With a team of experienced and knowledgeable financial advisors, the firm offers customized strategies and expert guidance to help clients achieve their financial objectives. They offer services such as financial planning, retirement planning, and tax planning, as well as a range of financial products to cater to the diverse needs of their clients. With over $1 billion in assets under management and more than 100 advisors across its various locations, the PEGASUS HOLDINGS GROUP, LLC has established a strong reputation for its commitment to excellence. They serve a diverse client base, including individuals, families, high net worth individuals, business owners, and corporate executives. The firm charges a transparent fee based on a percentage of assets under management and is required to disclose any legal or disciplinary events, fee structures, and potential conflicts of interest to its clients. Founded by a team of financial experts, the PEGASUS HOLDINGS GROUP, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to transparency, the firm is well-equipped to guide clients towards making sound financial decisions.