About Us
Financial advice plus hands-on support for families and business owners in Phoenix and across the East Valley.
Helping Arizona families turn advice into progress
Finance Advice Plus was founded in the Ahwatukee Foothills area of Phoenix with a simple belief: advice only helps when it is put into action. Our advisors help clients borrow wisely, buy homes, save for college, invest for retirement, plan for Arizona and federal taxes and protect their families, then stay with them as the plan unfolds.
Because we are independent, we compare options from a broad network of lenders, insurers and investment providers. We recommend what fits your goals, not products that pay the highest commission.
- Licensed and experienced financial professionals
- Transparent, written fee agreements
- Serving Phoenix, Ahwatukee, Tempe, Chandler, Mesa, Gilbert, Maricopa County and clients nationwide
Client-first advice
Our Mission
To give every client honest financial advice, plus the support to act on it.
Our Vision
To be the East Valley's most trusted partner for advice that turns into real progress.
Our Values
Integrity in every recommendation, respect for every client and responsibility for every dollar we touch.
Four commitments we make to every client
- We will always explain fees before you commit
- We will only recommend what suits your goals
- We will always help you follow through on the plan we build together
- We will review your plan as your life changes
How we work with you
Listen First
We learn about your income, family, debts, savings and goals before we offer a single recommendation.
Advise Clearly
We explain your options in plain English, with the costs and trade-offs of each one.
Build Your Plan
We help you put the plan in place, from loan applications and accounts to tax filings and policies.
Review and Adjust
We stay in touch year-round and review your plan every year as your income and goals change.
More than advice for Arizona families
Support that continues
We stay with you after the first meeting, checking progress and adjusting as life changes.
Independent advice
We compare products from many providers instead of selling a single company's products.
Plain-English guidance
We explain your options clearly so you can make confident decisions.
Ongoing support
Regular reviews keep your plan aligned with your goals as life changes.
Trusted by families across the East Valley
“Finance Advice Plus did more than give us advice. They helped us open the accounts, set up the transfers and check in every few months.”
“They explained exactly how each advisor fee model works before we started. No surprises, just honest answers.”
“They helped my mother apply for the senior valuation freeze with the Maricopa County Assessor and reminded her when it was time to renew.”
“We opened an AZ529 account for our granddaughter and finally started claiming the Arizona deduction.”
“They guided us from pre-approval to closing on our first home in Ahwatukee. Every step was explained.”
“Patient, honest and always available. I trust Finance Advice Plus with our investments, taxes and insurance.”
Ready for advice that comes with real support?
Book a free, no-obligation advice session at our Phoenix office or by video.