Financial Advisors in Phoenix, AZ
2200 E Camelback Rd
Suite 130
Phoenix, AZ 85016
Focus Partners Wealth is your locally based investment advisor in Phoenix, AZ - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Minutes from downtown Phoenix, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Phoenix, AZ. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Phoenix Team
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Stephen (Steve) Taddie
CBE, CFM
Director, Integrations
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Bob Carnegie
CFP®, CFA
Senior Wealth Advisor
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Matt Anderson
Senior Wealth Advisor
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Joshua Lawson
Senior Wealth Advisor
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Will Abram
CFP®
Senior Wealth Advisor
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Jacob Biliack
CFP®
Wealth Advisor
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Sheryl Rayner
Wealth Advisor
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Don Richner
CFP®
Regional Vice President
Enjoy some of our latest resources
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August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
Read the article -
August 11, 2026
Two-Minute Market Focus: Third Quarter 2026 Performance
What does recent market performance suggest about the health of the economy, and which signals should investors monitor next? Listen to this week’s Two-Minute Market Focus as Todd Jones shares his perspective on the third quarter market leadership, underlying economic strength, and the bond market’s role as a potential early warning indicator.
Listen to the podcast -
August 11, 2026
Why Cash May Be Riskier Than You Think
In this Focus Perspectives video, Blerina Hysi shares how excess cash may expose investors to reinvestment and inflation risks that can affect long-term purchasing power.
Watch the video