Andrew Stephens

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.

Scottsdale Capital Advisors, also known as SCA, is an independently owned and operated firm that offers a range of financial solutions and services. The firm provides checking accounts, as well as financial consulting services. It also offers discounts and fixed-income and annuity products. The firm provides advisory investment, assisted trading, and health and disability insurance services. Scottsdale Capital Advisors also offers various mortgage financing options, as well as online trading and personal and corporate services. Additionally, the firm provides tax and retirement planning programs. Scottsdale Capital Advisors is a member of the National Association of Security Dealers and is licensed in more than 45 U.S. states.

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Phoenix and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world.With locations in Phoenix, Arizona, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.