Meet Our Scottsdale Financial Advisors

Whatever your retirement and financial planning goals, we can help you get there.

Andrew Rafal
Brian Hartstein
Jonathan Gengle
Andy Jorgensen
Andrew Rafal
Brian Hartstein
Jonathan Gengle
Andy Jorgensen
Jon Brant
Ezra Alpert
Renna Blanco
Kyle Justus
Jon Brant
Ezra Alpert
Renna Blanco
Kyle Justus
Jessica Amaya
Cathy Adair
Lexi Onishenko
Jessica Amaya
Cathy Adair
Lexi Onishenko
11+

Years In Business

60+

Years of Combined Advisor Experience

500+

Families Prepared for Their Future

Retirement planning is about more than managing investments. It's about making thoughtful decisions today that help you enjoy the life you've worked hard to build.

At Bayntree Wealth Advisors, we bring retirement income planning, tax-efficient strategies, and investment management together into one coordinated financial plan. Whether you're approaching retirement or already retired, our goal is to help you make confident decisions about your financial future.

Our Scottsdale-based financial planning firm works with clients throughout Arizona and across the country, providing personalized financial guidance wherever life takes you.

Bayntree team in conference room at their Scottsdale office, ready to help people plan their financial future and retirement dreams.

Collaborative & Personalized Financial Planning

Financial planning should feel like a partnership. Our advisors take the time to listen, understand what matters most to you, and help you navigate important financial decisions with confidence and clarity, so you can dream big and plan wisely.

Whether you're focused on income planning, investment management, tax strategies, or legacy planning, you'll have a team working alongside you as your needs and priorities evolve.

Simply put: You Dream. We Plan.®

Speak With a Financial Advisor →

The Bayntree Roots: How Our Scottsdale Financial Planning Firm Began

When Andrew Rafal founded Bayntree Wealth Advisors in 2015, he had a vision: to build a financial advisory firm where genuine relationships mattered just as much as the numbers. He wanted clients to feel heard, understood, and supported by a team that cared about more than their investments.

More than a decade later, that vision continues to guide our team. We believe great financial planning starts with trust, personal attention, and a commitment to helping clients make thoughtful decisions about their future. It's the foundation of the experience we strive to deliver every day.

Bayntree Wealth Advisors team photo, in front of Camelback Mountain. Arizona, Scottsdale financial planners specializing in retirement planning

Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

Bayntree advisory team, Bayntree Wealth Advisors Scottsdale

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