Best Financial Planner Scottsdale Near Me

4worldlovers: Brighton Jones aligns your wealth, passions, and purpose so you can pursue your richer life.

Individual financial decisions impact your big-picture goals. That's why our in-house experts collaborate across your balance sheet—all of your assets and liabilities—to build and implement a holistic plan. We call it the Personal CFO approach to wealth management.

Accomplish your goals—today and into the future—with a personalized, holistic plan that aligns your financial resources with your values.

We meet the highest standards of financial rigor for advisement, and then we go a step further. Our approach considers more than your wealth. It’s about helping you thrive.

4worldlovers: Are you wondering if your 401(k) will be enough to last?

Protect Your Future With A Leading Financial Wealth Planning Company in Scottsdale, Arizona– serving the entire valley.

Do you wonder how to best manage healthcare expenses later in life?

Planning for your future is no longer an “option”—it has become mandatory in an era of government spending, volatile markets, and low bond rates.

IQ Wealth Management is a portfolio management company and financial wealth planner in Scottsdale, AZ, offering a wide range of services that provide you with a strong foundation for success. As an independent Scottsdale financial services firm, we help individuals create retirement strategies using a variety of proven investment and insurance products designed to maximize returns.

At IQ Wealth Management, we offer an outstanding array of services to Scottsdale, AZ clients. Diversify your portfolio with an investment in retirement annuities or annuity insurance and benefit from services such as income planning, IRA, and 401(k) rollovers. We assist with estate, tax, and retirement planning, as well as long-term care protection, life insurance, trusts, probate, charitable giving strategies, and more. Our goal is to help you realize the gains you are looking for to make you comfortable during your retirement years.

When appropriate–and if needed–we may offer expert assistance with estate, tax, and retirement planning questions. Do you have questions on long-term care protection, life insurance, trusts, probate, charitable giving strategies, and more? Our comprehensive approach makes life simple so you can concentrate on your goals in retirement

4worldlovers:

AIO Financial is a fee only financial planning firm. We do not receive commissions or sell any products so we can be unbiased and work 100% for our clients. We are held to a fiduciary standard.


We work with you on all aspects of your financial plan: investment management, retirement planning, tax planning, estate planning, and insurance review.


We 100% work for you. Our only compensation are our client fees.


AIO works on a fee-only basis which means that we are 100% unbiased and only working in your best interest.


AIO works with you to formulate a unified financial plan that includes all aspects of your financial well-being: asset management, retirement planning, tax planning, estate planning, and insurance analysis.

AIO provides customized financial planning servies that takes into account your specific goals and gives you a clear roadmap.

AIO can help you invest in-line with your values and make a positive impact.

We do not receive any commissions or sell any products. We are completely unbiased and only work 100% for our clients. As fee only financial planners, we are held to a fiduciary standard.

We believe in staying up to date with the latest technology available to provide the best experience and planning projections to our clients.

Every case requires a unique perspective with a plan that suits the individual. We work with you closely to develop a financial plan made just for you. From asset management to tax planning we review your complete financial situation.

We primarily provide financial planning services online through virtual zoom meeting. We can meet in person as needed. We are located in Tucson, AZ but travel to our offices in Los Angeles, Las Vegas, Portland, Boulder, and Seattle regularly.

Through our fee-only model, comprehensive planning services and use of cutting-edge technologies, AIO challenges the status quo of the financial planning business. Our team of experts mainly consists of certified financial planners in the US who create strategies that simplify the complexities of the financial world and guide you through it. We are not driven by profits or commissions but by the passion for helping you make smarter investment decisions so that you can achieve your lifestyle goals and invest in a sustainable future.

Don’t just take our word for it. Here’s what one of our clients had to say about our services:

“I have nothing but high praise and respect for this company. You are treated with the same care and concern, whether your investment is large or small. Personal and dependable and available, what more can one hope for? 5 stars and then some….”

“Bill Holliday and his team provide exceptional financial guidance and advice. I feel very confident investing my money with AIO Financial. Bill really gets to know his clients and makes recommendations based on their risk tolerance and financial goals. He has a broad range of experience to meet financial and life planning needs.”

“I have had a great experience working with Bill and the team at AIO. I feel confident that they are guiding me in the best direction for my financial future. After each meeting I leave feeling that any questions or concerns I had were addressed and understand why they are recommending changes to my account.”

“Bill is really helpful and knowledgeable and reassuring, and the whole staff is responsive. I feel confident in their financial service and rest-assured that my investments align with my values.”

We have extensive experience in Sustainable, Responsible, Impact Investing (SRI) and Environmental, Social, Governance (ESG) Investing.

SRI is an investment strategy seeking to maximize both financial return and social good.

We help clients invest in-line with their values and make positive changes.

Bill hosts a podcast called AIO Financial that focuses on SRI. We offer a free SRI ebook. AIO Financial is a member First Affirmative

We use several programs (YourStake, Ethos, and Morningstar) to evaluate the impact of investments and portfolios.

You can use ESG factors in your investment decisions without sacrificing return on your investments.

Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles.

We provide individualized investment portfolios based on our clients’ risk tolerance and time horizon.