Fee-Only Financial Planner Tempe, AZ
As the sun sets behind South Mountain, casting its golden light across Tempe Town Lake, many of our neighbors ask themselves, “Am I ready for the next chapter?”
Why Work With Us
- Fee-Only Fiduciary Guidance: As your neighbors in the East Valley, we put your interests first, providing transparent, objective advice that aligns with your goals. Our fee-only structure means we’re compensated solely by you, and that we customize your financial plan and investment solutions to your personal situation.
- Tax-Efficient Strategy: Our detailed knowledge of Arizona tax laws and retirement planning helps you keep more of what you’ve earned, creating efficient strategies for your retirement income.
- Personalized Attention: We believe in building lasting relationships with our clients. We take the time to understand not just your financial goals but also your values and vision for the future.
Get in Touch With a Tempe Advisor
Meet Your Tempe Personal Financial Advisor
Matthew Benson, CFP®
Matthew Benson, CFP®, brings a wealth of experience to Tempe’s retirees and pre-retirees. As a SmartVestor Pro™ and CERTIFIED FINANCIAL PLANNER®, Matthew specializes in tax-efficient investing and retirement planning, helping local families maximize their financial potential. His experience working with Vanguard and Mutual of Omaha has given him invaluable insights into creating effective, long-term financial strategies for clients.
“Finance is one of those things where if you know a little, you know a lot more than the average person.”
How Do I Know I'm A Good Fit?
CFP® Serving the Greater Phoenix Area
While our roots are in Chandler, we proudly serve clients throughout the East Valley and Greater Phoenix area. Our wealth management services extend to neighboring communities, including Queen Creek, Mesa, Ahwatukee, and Phoenix, bringing sophisticated financial planning solutions to families across the Valley of the Sun.
Mesa, Arizona Financial Advisor
Queen Creek, Arizona Financial Advisor
Gilbert, Arizona Financial Advisor
Ahwatukee, Phoenix, AZ Financial Advisor
Chandler, Arizona Financial Advisor
AS FEATURED IN
Our Wealth Management Services
At Sonmore Financial, we offer a full suite of financial services designed to address every aspect of your financial life. Our services include retirement planning to help you transform your vision into reality, investment management to create tax-efficient portfolios, strategic tax planning to navigate Arizona’s tax landscape, and more.
Financial
Planning
Charitable
Planning
Tax
Planning
Investment
Management
Retirement
Planning
Download Our Latest Tax Planning Guide
Ready to take the next step? Download our “2024 Tax Planning Guide for Retirement” to discover proven strategies for:
- Optimizing 401(k)s and IRAs for tax efficiency
- Executing strategic Roth conversions
- Establishing donor-advised funds
- Implementing tax-loss harvesting techniques
- Maximizing healthcare premium benefits
Schedule Your
20-Minute Phone Call
Schedule Your 20-Minute Phone Call
Not Ready to Schedule a Call?
You can also always call or reach out to us via email.
