About Touchstone Wealth

Who We Are

Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.

With more than 100 employees and advisors licensed in all 50 states, we bring broad and deep professional experience and expertise.

We prioritize building relationships with our clients — advising them as we would our own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets us up in the morning.


At Touchstone Wealth, we believe that our responsibility to help provide secure futures doesn’t stop with our clients. We wouldn’t be in business without our wonderful community. So, we give back. Here are various organizations we support:

100 Club
Amanda Hope
Bikes For Kids
Feeding America
Finseca Foundation
Fresh Start
Gama Foundation
Junior Achievement
PHX 2030
Saint Mary's Food Bank
Special Olympics Arizona

$2 Billion

Policy and Account Values

$6.9 Billion

In Force Protection


Clients Served


Year Firm Founded

*As of 12/31/2022

100+ Advisors and Employees

with the following designations

9 CFP®

Certified Financial Planner


Certified Family Business Specialist

8 ChFC®

Chartered Financial Consultant

10 CLU®

Certified Life Underwriter

6 AIF®

Accredited Investment Fiduciary


Certified in Long-Term Care

2 ChSNC®

Chartered Special Needs Consultants


Retirement Income Certified Professional