Looking for a Financial Advisor in Scottsdale, AZ?

Robyn Gerke and Jacob Lucchese have taken the time to understand my investment objectives. They ensure that my plan is meeting my objectives and they are available for any questions I have. I highly recommend working with Beacon Pointe Advisors, particularly Robyn and Jacob.

I have really enjoyed working the the Beacon Pointe team, particularly Jake Heisler. I am not a finance guy, so their expertise has been a godsend. I feel very comfortable entrusting them with my retirement plans. I highly recommend them.

My family comes from a world of “finance.” My grandfather, George Blumenthal, had his own stock brokerage firm and was a stockbroker for sixty years. My grandfather was attentive to his customers. For many years I have been with Bruce Meyer and Beacon Pointe and I have been a personal customer of Andrew Saltzman for close to a decade now. Andrew is knowledgeable, observant and ever-alert to changes in the market. He is careful and patient, as well, which really helps when you are busy in an altogether different business. Finally, Andrew is a friend. He took time out of our appointment to assist in filing a 401k final return for my business. I admire and trust Andrew and would recommend him to my own friends. My grandfather would be impressed.

Beacon Pointe is a top notch, professional and competent financial planning company. They continue to serve us well. Robyn Gerke is the best. Thank you for all you do on our behalf.

I have been working with Eric Newby at Beacon Pointe Advisors for over 10 years and have been extremely happy with the service, communication, results and expertise of Eric and his team throughout the years. Eric listened to my desires and provided guidance on how to achieve the results I envisioned. I highly recommend Beacon Pointe!

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.

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.

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 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’ve had the pleasure of working with Grant Lyon at Beacon Pointe Advisors, and I couldn’t be more impressed. Grant goes above and beyond in every aspect of his role—his attention to detail, proactive communication, and genuine care for his clients truly stand out. The monthly check-ins he provides are exactly what I was looking for in a financial advisor. They give me peace of mind, keep me on track toward my goals, and make me feel confident knowing that someone is consistently looking out for my best interests. Grant is professional, approachable, and always takes the time to explain things in a clear and thoughtful way. I highly recommend him to anyone looking for a trusted advisor who is fully invested in their financial success.