Financial Advisors in Scottsdale, Arizona

Grant and his team at Beacon Pointe are amazing. My wife and I have worked with Grant for many years. He is a great guy and really knows his stuff. We have been following the plan set forth by him and his team and are in a great financial position and should be able to take an early retirement. If you are looking for a financial advisor, Beacon Pointe and Grant should be considered.

We’ve had the incredible advantage of working with Todd, Sean, Jacob, Justin and all the other great folks on their team who have cared for us like one of their own. I NEVER worry about where they’re investing our money because their expertise, their experience and their track record have always proven success for me!

Robyn Gerke has made a positive, significant impact on our financial decisions. We regularly meet with her. In this most recent meeting, we also met with Jacob Lucchese, the Associate Wealth Advisor. Jacob was immediately impressive. Robyn is knowledgeable, professional, and thorough answering our plethora of questions. From day one, she has been upbeat and helpful guiding us through the investments that will best serve us, specific to our needs. She has assisted us when tax implication questions arise, with IRA required withdrawal advice, and for needed guidance as to what funds to access, for a home purchase. Robyn Gerke far exceeds expectations. She is an outstanding Senior Wealth Advisor. We are extremely satisfied and grateful we can utilize her expertise in wealth management.

It’s been an absolute pleasure working with Jameson and his whole team for over the last 20 years now. My family and I have always felt like we were being looked after and our best interests were at hand. Jameson Van Houten and his Team have always gone above and beyond with their service to help us with our investments and financial planning, not to mention the tax and business planning aspects. They are always available to help answer or be an additional resource for any financial discussions beyond simply investing. And most importantly, they’ve done a fantastic job with our portfolio!

I became a client of Beacon Pointe Advisors two years ago… I can categorically state that my experience with them has been exceptional, far beyond my expectations. I highly recommend them to anyone looking for a group of people that truly care about you, your retirement plan, and your financial future. They regularly reach out to communicate with me, just to check in, ensure everything is still on track, and review the progress on our retirement plan and actual investment results. I no longer have to worry about whether or not my financial future is secure. I trust them 100%.”

The advisors always listen and explain things in detail. Todd, Sean, Josh are just a pleasure to deal with and are able to explain things to me in layman’s terms… a real pleasure to deal with and it gives one on a fixed income a sense of comfort.

Sean Mahoney and his team have been trusted advisors for over 10 years. Competent, professional, and timely in their communications and advice. I have recommended this team multiple times.

Eric Newby has been doing our financial planning for over 5 years and does an outstanding job! He is professional, knowledgeable, reliable and personable. He even found an error our CPA made on our tax return… No other financial advisor ever looked at our tax returns. We highly recommend Eric for all your financial needs. You won’t be disappointed.

I have been with Beacon Pointe Advisors since fall 2020. They have exceeded my expectations and are always quick to return my calls. I have full trust in their financial decisions as it pertains to my investments and THEY have guided me with information along the way.

I have been a client with Sean Mahoney at Beacon Point for over 10 years wouldn’t go anywhere else! His team is amazing I always feel like a priority regardless of the situation.

I managed my own investments for years, but during a change in life and a new chapter beginning, I wanted the security of having a trusted professional. My advisor has not only given me peace of mind, but has become a trusted friend who seems to always be looking out for me.

I have relied on Ken Kann and his team for over 15 years with great success. In the 2000 dot com bust I lost my small nest egg thinking I could figure out the market. From that day forward I decided to leave it to the people that know what they are doing. I followed Ken to Beacon and now work with Ryan, Josh and Kelsey who are great! I was skeptical at the beginning that the accounts would grow to the point of not having to worry about money, but their projections were spot on. I hardly look at my accounts anymore. During the down turns, I just don’t worry anymore. Anyone looking for financial advice owes it to themselves to speak with the folks at Beacon Pointe.