A Different Breed Of Financial Advisers

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We Are A Comprehensive Financial Planning Firm Dedicated to the Avoidance of Unnecessary Complications

Our Approach

Our founder, Ted Dwyer, was the first CFP® in Flagstaff and has over 35 years of experience helping clients achieve financial freedom. Dwyer Financial was built on a simple yet powerful principle: delivering honest, expert financial advice that’s accessible to everyone—no investment minimums. We steer away from unnecessary, fanciful complications that often distract you from understanding what’s really going on. We’re passionate about helping anyone who wants to improve their financial situation. Schedule a free consultation so we can learn more about you.

Our Commitment

Our goal is to help you build a better relationship with your money. Financial advising goes beyond basic investment management. A thoughtful comprehensive financial plan can help you simplify your life and worry less about the future.

We’re committed to matching you with investments that align with your goals and values. We specialize in private capital investments that may be unavailable to you in the traditional marketplace. Whether you’re looking to create a passive income stream for retirement or invest in projects that build stronger communities, we’re here to guide you every step of the way.

Top Ten Reasons To Meet With Us

Stop The Endless Scrolling

There’s a lot of financial nonsense out there. Don’t waste your precious time sifting through finance blogs or articles, trying to figure out what applies to your situation. Let our advisers be your chauffeur on the financial highway and take the stress out of planning your journey. We have knowledge and experience that’s hard to find on the internet or social media.