A large suburb of Phoenix, Chandler has become a commercial and recreational center in its own right, largely because of the region’s booming technology and financial sectors. This growth means there are lots of people just like you with bright futures in the American Southwest.
Yet with so much else to do and enjoy in Chandler, managing wealth with your nose to the grindstone might not be the best choice, especially when financial advisors are available to provide professional help and ensure your success doesn’t go to waste.
However, for a financial advisor to really provide peace of mind, it’s important to work with a good one. In Chandler, you have lots of choices, but some are clearly better than others. To help you distinguish which one can help you the most, we’ve compiled a list of the best five. Read on to find out who made the list and why.
1) Providus Advisors
Providus Advisors is our top choice for Chandler, Arizona, although with just a bit over $142 million in assets under management, this is a smaller firm with only a handful of advisors. But don’t let its size fool you into thinking this firm is not fit to manage your finances. The advisors who work there have prestigious qualifications and extensive experience in the industry that is tough to find in any other Chandler-based firm.
In general, the firm uses a variety of assets to build clients’ portfolios, but, no matter the specific approach, your advisor will devise a strategy that balances risk with strong returns. Adjustments are common, and your advisor will monitor your account closely to make changes when your needs, or the market, indicates it’s time to do so.
Providus Advisors is a fee-only firm with no stated account minimum or asset requirement, although you will want to check with the firm first to discuss standard fees.
You can expect the following working with Providus Advisors:
- Transparency regarding the firm’s fee structure and advice. Trust is something highly-valued by Providus Advisors.
- Careful attention to your portfolio after the setup process.
- A proactive and educational approach to financial advising.
2) Keystone Wealth Partners
Our second selection is Keystone Wealth Partners, a slightly larger firm in terms of staff that has $136 million in assets under management. Using a team with a variety of qualifications and certifications, Keystone Wealth Partners provides a variety of services, such as investment and retirement planning, debt management and tax services, and more, although this firm specializes in retirement services.
Keystone Wealth Partners uses an investment philosophy that incorporates several different ideas and strategies, but in short, the main focus is on diversification, finding opportunities provided by market inefficiencies, and risk management.
This is a fee-based firm that requires $250,000 in investible assets to open an account.
You can expect the following working with Keystone Wealth Partners:
- A careful and well-thought-out approach to investing that seeks to make the most of your assets according to your risk tolerance.
- Regular coaching and educational information to keep you on the right financial track.
- Links to legal services should they be necessary.
3) Strategic Income Group
Strategic Income Group is our last choice that is located in Chandler. Founded in 2013, it has $119 million in assets under management, and it’s a Christian-based firm dedicated to working with people from a similar cultural background. It primarily provides financial, investment, estate, and insurance planning services, as well as tax preparation and planning.
The firm uses software to asses your financial situation, and it will use this information, along with what you provide, to design a long-term investment plan.
Strategic Income Group is a fee-based firm that has few requirements for opening an account.
You can expect the following when working with Strategic Income Group:
- A highly-trained staff, most of whom have high levels of certification.
- Close ties to services providing financial management for incapacitated and elderly individuals.
- A belief in giving back to the community and helping others.
Other Excellent Arizona Firms for Chandler Residents
Being so close to Phoenix and not being the largest city in the area, there aren’t too many firms in Chandler that meet our standards. In addition to the Chandler-based firms listed above, we encourage you to also take a look at the following options:
4) Wall Capital Group
One of our top choices for Phoenix, Wall Capital Group (with $1.06 billion in assets under management) is an accessible option for non-high-net-worth individuals and families looking to set out on the right financial foot. Focused on clear communication, you will get nothing but transparency when working with this firm.
Furthermore, this is a firm that customizes portfolios to its clients, and your needs and desires will be the primary factor in determining your investment strategy.
Wall Capital Group is a fee-only firm with no account minimum, but you will want to double check whether you can afford its fees.
You can expect the following when working with Wall Capital Group:
- Extensive experience working with public servants and their families.
- Extensive planning and effort in finding unique and valuable opportunities for clients.
- Online tools and programs to help you keep track of your wealth.
5) Versant Capital Management
A more exclusive firm and another one of our top choices for Phoenix, Versant Capital Management is an individual and family-oriented advisory firm with $909 million in assets under management. Long-term in focus, the firm deliberately keeps a high staff-to-family ratio so that you will always be able to get the access and careful attention you deserve.
Versant Capital Management will use a variety of assets classes over time, and your advisor will focus heavily on long-term gains your family will be able to enjoy for decades to come.
Versant Capital Management is a fee-only firm with a $2 million minimum account balance requirement.
You can expect the following working with Versant Capital Management:
- A careful approach to most decisions that seeks to avoid short-term trends and reactionary measures.
- Additional resources to help you and your family reach a high level of fiscal and market literacy.
- A comprehensive approach that will factor in every aspect of your financial life when providing advice and management services.
Only you can know the perfect fit for you and your family, but we expect most Chandler residents to be able to find a great partner for the financial future among the firms listed above. Be urgent, but don’t treat your search as an emergency, and we ask you to look even further into these firms to determine which one will be the best fit. But no matter what your final choice is, in or out of the city, we hope you get the peace of mind you are looking for and that you can look forward to a brighter financial future.