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Find a Financial Advisor in Tucson, AZ

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Tucson Financial Advisory Team

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Meet Brian and Blake! Our team of fiduciary financial advisors in Tucson, Arizona, has been dedicated to providing honest, unbiased financial recommendations to individuals and families throughout Arizona and the greater Tucson area for more than 20 years. We take pride in our client-centered approach that focuses on developing personalized strategies that not only address your current needs – but also adapt to your evolving financial circumstances.

Come see for yourself the tailored attention and commitment that our team of Tucson financial planners brings to the table. We’re conveniently located on North Swan Road, so we look forward to meeting you!

Brian Murphy
Partner Advisor
Blake Davelaar
Financial Advisor

Location and Contact Details

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Address

6450 N Swan Road
Suite 100
Tucson, AZ
Hours: 8:30am - 4:30pm, M-F

Services

Our Tucson Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

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