Financial Advisors in Phoenix, AZ
2200 E Camelback Rd
Suite 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. Minutes from downtown Phoenix, 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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October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article -
October 19, 2026
Monthly Investment Commentary: How Private Investments Could Impact Your 401(k)
Policy changes, litigation, and new investment products are making alternative assets more accessible in retirement plans, particularly through target date funds. Kevin Grogan, Focus’ CIO, Systematic Strategies, explores how private investments are valued and whether that valuation accurately reflects their risk.
Watch the video