Sonoran Wealth Advisors
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โญ 4.8 ยท 312 reviews
๐Ÿ“ Phoenix, AZ ยท Retirement Planning & Investment Management

๐Ÿ’ฐ About Sonoran Wealth Advisors

Sonoran Wealth Advisors has served the Phoenix metro area for over 18 years, helping individuals and families navigate every stage of their financial journey with clarity and confidence. The firm specializes in comprehensive retirement planning and disciplined investment management tailored to each client's goals and risk tolerance. Their team of CFP-certified advisors takes a fiduciary-first approach, meaning your interests always come before commissions.

๐Ÿ’ฐ Services Offered

Retirement Planning Investment Management IRA Rollovers Social Security Strategy Portfolio Rebalancing Risk Assessment Estate Coordination 401(k) Optimization

๐Ÿ’ฐ Client Reviews

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Marcus T.
February 2026
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Sonoran completely transformed how I think about retirement. My advisor mapped out a clear 15-year plan within the first meeting and explained every decision in plain language. I've referred three colleagues already.

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Linda K.
November 2025
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After a messy divorce I needed to rebuild my financial life from scratch. The team at Sonoran was patient, thorough, and never made me feel judged. My portfolio is up 14% since I started with them.

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Robert & Diane P.
August 2025
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We worked with Sonoran to consolidate four different old 401(k) accounts and create a unified retirement strategy. The process was smooth and the fee transparency was refreshing compared to our previous advisor.

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