Financial Advisors in Phoenix, AZ
2200 E Camelback Rd
Unit 130
Phoenix, AZ 85016
Focus Partners 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. As proud members of the Central Phoenix community, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners 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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November 10, 2026
Six Key Decisions to Consider Before You Retire
Many people spend decades saving for retirement, but fewer spend the same amount of time preparing for the decisions that come with it. From deciding when to retire to navigating Social Security, Medicare, investment adjustments, retirement income planning, and legacy goals, each choice can have long-term implications. In this article, we explore six key decisions that can help shape a more confident retirement.
Read the article -
November 09, 2026
What the 2026 Midterm Election Results Mean for Investors
The 2026 midterm elections shifted control of Congress to Democrats, creating a new political landscape for the final two years of President Donald Trump’s term. Watch the video for our perspective on what the midterm results could mean for investors and markets in 2027.
Watch the video -
November 06, 2026
Quarterly Perspectives: Midterms, Inflation, and AI
Explore five key investment insights from Focus Partners' Quarterly Perspectives webinar, covering midterm elections, inflation, AI and portfolio diversification.
Watch the replay