We can help you

Archstone Wealth Advisors is an independent fee-only financial planning and wealth management firm based in Chandler, Arizona. We provide tax-aware, wealth management, and financial life cycle planning to help our clients make the most of their money.

One of the primary benefits of working with an independent advisory firm like ours is the objective advice provided, as we are not influenced by selling specific financial products for commissions.

We are fiduciaries at all times and have designed a flat fee model that helps minimize conflicts of interest. 

How are we different?

When you work with Archstone Wealth Advisors, you can expect the following:

 

No product sales

We will never sell you a product or any kind, nor will we take a commission or referral fee from another professional. We are fiduciaries. Our complete focus is on what is best for you.

 

Education

We will guide you through your options and explain them clearly to help you make the best choices and will take the time to help you understand our advice.

 

All-Inclusive approach to planning

Comprehensive planning takes into account everything we know about your relevant circumstances, family needs, goals, values, and aspirations. Together we design a strategy that takes into account your full financial picture.

 

Commitment

As your partner, we are committed to your success. Comprehensive and holistic planning is a process, not a one-time event. We will be there to adjust your plan as your life and circumstances change.

 

Unlimited access

With your annual fee, you can meet or speak with us as often as is necessary to help you make important decisions and accomplish your financial goals.

 

Value

We are committed to providing you with exceptional value. 

Blogs

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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Cortney Giles |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...
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Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Cortney Giles |
Categories
Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.” 1 All-time highs have an interesting effect on investor behavior and psychology. Many investors can feel a nagging voice that whispers "wait for a better entry point" when markets are climbing. It's human nature to want to buy low and...

How Hindsight Bias Hurts Investors

Cortney Giles |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...
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