Helping You Retire with Confidence
Whatever retirement and financial planning goals you have, we can help you get there.
Years In Business
Years of Combined Advisor Experience
Families Prepared for Their Future
Bayntree Wealth Advisors provides personalized financial planning, investment management, and retirement solutions for individuals and families in Scottsdale, Phoenix, and throughout Arizona.
Our experienced financial advisors are dedicated to helping you build a plan that aligns with your goals, values, and vision for the future.
We believe that successful retirement planning starts with trust and connection. Every financial journey is unique, which is why we prioritize meaningful relationships and strategies that evolve with your life—so you can move forward with confidence.
Collaborative & Personalized Financial Planning
Our team of Phoenix financial advisors will help you navigate your financial future 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, we work closely with you to create personalized strategies built around your goals.
Simply put: You Dream. We Plan.®
The Bayntree Roots: How Our Scottsdale Financial Planning Firm Began
With the launch of Bayntree Wealth Advisors in 2015, CEO Andrew Rafal committed to building a Phoenix financial advisory firm based on genuine connection. He wanted to construct a team that would focus on fostering meaningful client relationships beyond the dollars and cents of financial planning.
Today, every Bayntree financial advisor and team member is dedicated to supporting and upholding these client-focused principles. We believe that's a necessary element to offering unparalleled personal financial advice. And it's what keeps us dedicated to providing an exceptional client experience.
Get to Know Our Scottsdale Financial Advisors & Team
Our experienced team of financial advisors bring over 60 years of combined experience in financial planning, wealth management, and retirement planning.
Master Your Retirement
With These Essential Resources
Imagine Living the Retirement
of Your Dreams
Think of what you could do. Start planning for that life today.
As Featured In
