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

Cortney R Giles, CFP® |
As we enter the holiday season, we wish you peace and time for reflection...
In the first two installments of our three-part “hidden in plain sight” investment strategy series, we’ve covered the importance of staying invested to earn market returns while managing the risks involved. We’ll conclude with what may be the most obvious and powerful advice of all, even if it does not seem to receive the attention it deserves. 1. Being there 2. Managing market risks 3. Controlling costs Plain-Sight Strategy #3: Controlling Costs Don’t spend more...
In our last piece, we described why most investors should ignore the never-ending onslaught of unpredictable financial news and tend to three strategies that can be much more readily managed – at least once you know they are there. Hidden in plain sight, these potent strategies include: 1. Being there 2. Managing market risks 3. Controlling costs Plain-Sight Strategy #2: Managing for Market Risks Don’t take on more risk than you must. There is no...

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