The right fit for you

At the Flader Wealth Consulting Group, we understand the challenges that high-net-worth clients can face when searching for a financial advisor. You have unique problems and opportunities, and need a level of care and expertise that can be hard to find in a one-size-fits-all world. We can help.

An award-winning team with a pristine reputation, we serve our clients by dedicating ourselves to three core values.

  • Service – We are passionate about serving our clients. Your goals are our goals, and we will proactively work with you to avoid hurdles in your path and take advantage of spur of-the-moment opportunities. We pride ourselves on giving our clients a concierge-level of service. If you have a question about any financial matter, even those unrelated to your investments, we will have an answer for you or tap our vast network of resources to find one.
  • Expertise – Being at the top of our game and staying current with industry changes is of utmost importance to us. Our clients deserve the very best advice, which is why we are committed to constant education, maintain a variety of licenses and designations and stay on top of industry trends.
  • Stewardship – Responsible stewardship of client assets is the bedrock upon which an advisory relationship is formed. Our pledge to act responsibly, ethically and morally in all of our dealings is unwavering. We strive to be open and transparent with our clients and are very happy to discuss all recommendations in detail and answer any questions you might have.

Our hard-earned reputation in the Phoenix community and beyond, commitment to serving clients, and dedication to responsible stewardship make us the right fit for you. Please contact us today to discuss how we can be of service to you or view a full list of our services.

Honored to be a national award winner

https://us.rbcwealthmanagement.com/delegate/services/file/183533/content

We are incredibly proud that Allan J. Flader has received several prestigious industry awards. 

  • Barron's Top 1,200 Advisors (2014 – 2018)
  • Barron's Top 1,000 Advisors (2010 – 2013)
  • Financial Times Top 400 Advisors (2013, 2017)
  • Forbes/SHOOK State-by-State Top Wealth Advisor (2018)
  • Forbes' America's Top 250 Wealth Advisors (2018)

Let's take the next step together

We would love the opportunity to discuss what your financial goals are and how we can be of service to you. We invite you to use the navigation above to learn more about us or contact us today to set up a meeting.

Meet the team

Learn more about the Flader Wealth Consulting Group.

In or nearing retirement?

Many of our clients have been working their entire lives to have the kind of retirement they’ve envisioned. But we know from experience that as you edge closer to that goal, some questions about retirement income planning could arise. Will you have enough to live how you want? When do you take social security? What about leaving a lasting legacy for your family or for charity?

If you would like to learn more about retirement income planning or have us evaluate your portfolio to see if you’re prepared, please contact us today.