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

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...
Cortney R Giles, CFP® |
As we enter the holiday season, we wish you peace and time for reflection...

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