Financial Planners
in Scottsdale, Arizona
Based in the Phoenix area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
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Explore how our services can be tailored to fit your specific needs and ambitions.
Financial Planners | Wealth Management | Retirement Planning | Estate Planning | Investment Advisors
Connect with One of Our Trusted Financial Planners in Scottsdale, AZ
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
The staff at Beacon Pointe have been excellent to work with from the time when we first retired 14 years ago until now. We recommend their services whether you are just starting an investment plan or want make a change.
My wife and I have worked with Grant Lyon at Beacon Pointe for about 2 years. Our experience has been super. Very attentive. Extremely knowledgeable. Performance has been as expected. Very pleased so far.
Shout out to Beacon Pointe! They are an amazing group of advisors to work with! Easy to get ahold of and questions answered.
I cannot say enough about the services we’ve received from Beacon Pointe. Eric Newby and his team are rock stars.
I have worked with Eric Newby/Beacon Pointe for several years and I am very pleased with the investment strategy and the results. What separates Eric/Beacon Pointe is the personal touch and genuine care beyond the business relationship. I highly recommend Eric and Beacon Pointe to any investor at any stage of life.
Grant Lyon and the team at Beacon Pointe have provided me with everything I was looking for. Professional, Comprehensive, Attentive. They listen to my needs and I’m very pleased with the strategy and outcome. Honest expectation setting. I highly recommend to anyone looking to get serious about their future.
We receive outstanding service from Grant Lyon and the entire Beacon Pointe team. Grant is very personable, he does his homework, and he has been accessible whenever we have contacted him. We have high regard for Beacon Pointe and their investment products and advice. We are very pleased that we chose Beacon Pointe as our investment advisors.
We have complete confidence in Beacon Pointe & our advisor, Eric. He has been very responsive & is a great fiduciary of our money.
Looking for peace of mind, guidance, and professionalism with a personal touch. Beacon Pointe provides it all.
Grant is extremely professional, timely in all responses, and truly cares about myself and my family. This is much more than a business relationship, but someone that I know wants nothing but the best for us. That is in addition to providing stellar results! I refer anyone looking for financial assistance/advice to Grant, and highly recommend you reach out if you’re looking for the best.
Grant Lyon, and his entire team at Beacon Pointe has been nothing less than superior and exactly what I was looking for in a financial advisor. The entire team is well informed on markets and alternative investment strategies, highly educated, thoughtful and easy to communicate with. After many, many, many months of interviewing advisors, I chose Grant as my advisor at Beacon Pointe. I am very confident in how my portfolio has been structured and is continuously adjusted according to my long-term goals. I finally feel I have time to focus on other projects in my life other than stock markets and trends. The best part, though, aside from making strides in my portfolio, is our professional yet friendly relationship.
I had very little experience with investment planning, and to be honest, I consider myself very lucky to have someone refer me to Mr. Coby Cress of Beacon Pointe Advisors. He listened to what I considered important and what I expected from the relationship we were establishing. He was very patient, very understanding of my financial situation, and extremely knowledgeable about investment strategies and how to achieve my personal goals. Most importantly, Coby took his time educating me on the strategies and the market, and why he was recommending them for me. We set up a plan together on how to best go about reaching my financial goals, grow and/or maintain my net worth, and we are still going strong! I cannot say enough good things about Coby and his team. I consider him not just my financial advisor but my friend.
We shave been clients of Coby Cress for several years. He is always professional, knowledgeable, and takes the time to listen to our concerns. I highly recommend him.
The staff at Beacon Pointe have been excellent to work with from the time when we first retired 14 years ago until now. We recommend their services whether you are just starting an investment plan or want make a change.
My wife and I have worked with Grant Lyon at Beacon Pointe for about 2 years. Our experience has been super. Very attentive. Extremely knowledgeable. Performance has been as expected. Very pleased so far.
Shout out to Beacon Pointe! They are an amazing group of advisors to work with! Easy to get ahold of and questions answered.
I cannot say enough about the services we’ve received from Beacon Pointe. Eric Newby and his team are rock stars.
I have worked with Eric Newby/Beacon Pointe for several years and I am very pleased with the investment strategy and the results. What separates Eric/Beacon Pointe is the personal touch and genuine care beyond the business relationship. I highly recommend Eric and Beacon Pointe to any investor at any stage of life.
Grant Lyon and the team at Beacon Pointe have provided me with everything I was looking for. Professional, Comprehensive, Attentive. They listen to my needs and I’m very pleased with the strategy and outcome. Honest expectation setting. I highly recommend to anyone looking to get serious about their future.
We receive outstanding service from Grant Lyon and the entire Beacon Pointe team. Grant is very personable, he does his homework, and he has been accessible whenever we have contacted him. We have high regard for Beacon Pointe and their investment products and advice. We are very pleased that we chose Beacon Pointe as our investment advisors.
We have complete confidence in Beacon Pointe & our advisor, Eric. He has been very responsive & is a great fiduciary of our money.
Looking for peace of mind, guidance, and professionalism with a personal touch. Beacon Pointe provides it all.
Grant is extremely professional, timely in all responses, and truly cares about myself and my family. This is much more than a business relationship, but someone that I know wants nothing but the best for us. That is in addition to providing stellar results! I refer anyone looking for financial assistance/advice to Grant, and highly recommend you reach out if you’re looking for the best.
Grant Lyon, and his entire team at Beacon Pointe has been nothing less than superior and exactly what I was looking for in a financial advisor. The entire team is well informed on markets and alternative investment strategies, highly educated, thoughtful and easy to communicate with. After many, many, many months of interviewing advisors, I chose Grant as my advisor at Beacon Pointe. I am very confident in how my portfolio has been structured and is continuously adjusted according to my long-term goals. I finally feel I have time to focus on other projects in my life other than stock markets and trends. The best part, though, aside from making strides in my portfolio, is our professional yet friendly relationship.
I had very little experience with investment planning, and to be honest, I consider myself very lucky to have someone refer me to Mr. Coby Cress of Beacon Pointe Advisors. He listened to what I considered important and what I expected from the relationship we were establishing. He was very patient, very understanding of my financial situation, and extremely knowledgeable about investment strategies and how to achieve my personal goals. Most importantly, Coby took his time educating me on the strategies and the market, and why he was recommending them for me. We set up a plan together on how to best go about reaching my financial goals, grow and/or maintain my net worth, and we are still going strong! I cannot say enough good things about Coby and his team. I consider him not just my financial advisor but my friend.
We shave been clients of Coby Cress for several years. He is always professional, knowledgeable, and takes the time to listen to our concerns. I highly recommend him.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Scottsdale Financial Planners & Advisors
Managing Directors
Wealth Advisors
Client Service & Operations
Connect with one of our trusted Financial Advisors in the Phoenix area.
We are here to be a partner with you on your personal wealth journey. Please contact our Scottsdale, AZ team if we can be of service.