Wall Capital was originally named Money Matters Financial Group, but it shifted to its current title in March of 2018. President David Wall and Colleen Wall, his wife, co-founded the firm and remain equal owners to this day. Wall Capital Group has been in business since 1990, making it one of the oldest firms on this list. Wall Capital recently removed its $50,000 minimum asset requirement, though it still prefers clients who have at least that much to invest. However, more than three-quarters of the firm's client base consists of individuals, though most of them do not have a high net worth. Furthermore, many of the firm's employees are former police officers and firefighters.Ī large percentage of Wall Capital Group's assets under management belongs to various institutions such as government entities, retirement plans and charitable organizations. Wall Capital Group has a small team of advisors on staff, including a certified financial planner (CFP), a certified investment management analyst (CIMA) and a certified retirement counselor (CRC). This fee-only firm is well-known for serving public safety professional pension funds and public safety professionals themselves. Presumably, this is why TFO looks to diversify rather than identify specific securities to invest in. Diversification is inherently opposed to stock-picking, which is a much riskier style of investing. While this appears to be especially important at TFO, this is a widely utilized investment principle that helps to mitigate risk by spreading clients' assets out across different areas of the market. TFO Phoenix Investing StrategyĪccording to its Form ADV paperwork, TFO Phoenix believes that " diversification is key" when building a successful investment portfolio. Regardless of this distinction, the firm also offers investment management, comprehensive family office services, retirement plan services and consulting. The double-digit number of CPAs at TFO Phoenix affords it an impressive array of tax professionals. With around 25 years spent in financial services, Erblich is a veteran of the industry. Erblich has maintained principal ownership of his firm, though he does so via two trusts: CASK Irrevocable Trust U/A and TFO, Irrevocable Trust U/A. TFO Phoenix Backgroundįirm president Chris Erblich created TFO Phoenix in 2011. This group includes several certified public accountants (CPAs) and certified financial planners (CFPs), as well as a certified private wealth advisor (CPWA), a chartered alternative investment analyst (CAIA), a chartered financial analyst (CFA) and a certified wealth strategist (CWS). There is a large team of advisory employees working in the offices of TFO Phoenix. The firm may choose to waive this minimum fee, though. However, the fee-only firm has a minimum annual fee of $20,000, which may make its services cost-prohibitive for certain clients. The qualifying firms were then ranked according to the following criteria:Īlthough TFO Phoenix is the largest firm on this list, it does not have a traditional minimum account size requirement. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Phoenix, we first identified all firms registered with the SEC in the city. Minimum AssetsVaries based on account type Answer a few questions to get a personalized match. Let us help match you with the right financial advisor for your needs. Estate Planning – careful planning will help ensure that your estate passes to loved ones in a manner that protects as much of its value as possible.Free inital consultations.Tax Implications – most investment decisions carry some type of short or long- term tax implication.I can help you allocate resources to achieve the right balance for you. Allocate Resources – it is likely you have competing priorities.Money is an emotional topic for many people, which often leads to bad decisions. An Unemotional Assessment – of what needs to be done.This profile will identify areas of strengths and weakness. The Big Picture –a comprehensive profile of your financial status.This complete picture of where you are financially enables me to draw a map from where you are to where you want to go. Although some people find that they are more comfortable doing their “own thing”, many people gladly turn over the details of developing a financial plan to an expert focused on their needs.Īs an Independent Financial Advisers we want to look at your whole financial picture – all your income and liabilities. A good financial adviser will work with you to develop a financial strategy that fits your financial circumstances and tailors a plan to accomplish your goals.
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