Our Flagstaff office is steps from downtown, located at the intersection of Dale Avenue and Humphreys Street. In partnership with you, our team specializes in building personalized financial plans designed to help you reach your goals with clarity and confidence.
Flagstaff Financial Planning
Your finances impact every other important area in your life: family, health, career, retirement, future goals, and more. To create the life that you want now and for the future, you need a trusted wealth advisor in Flagstaff by your side. And that’s what you get when you choose TCI Wealth Advisors: an experienced advisor who will meet your unique financial needs.
As an independent, fee-only wealth management firm in Flagstaff, TCI works as a dedicated team with each client. We spend time getting to know what you need, whether it’s estate planning, investment advice, cash flow strategy, and more. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.
At TCI, we know that you have many wealth management firms in Flagstaff to choose from. When you work with the TCI team, you can feel confident that your financial plan meets your unique needs and goals. That’s what separates our wealth management team from our competitors.
Our Services
Services Overview
Our team of wealth advisors in Flagstaff is located in the historic downtown district at the corner of Dale Avenue and Humphrey Street. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.
We offer the following wealth management services in Flagstaff and other locations, including Scottsdale, Tucson, Reno, and Denver:
To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.
That’s why every partnership with a wealth advisor in Flagstaff begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to meet your goals. Whether you come to TCI Wealth for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.
Who We Are
Team
Kristofer Lyons, CFP®, CWS®, ChFC®
As an Advisor, it’s my role and goal to help you build a better financial life. Growing up, my family didn’t have someone to ask tough financial questions, and that’s why I’m so passionate about what I do today. I strive to be an advocate not only for my own family and friends but also for my clients and their loved ones when they face difficult financial decisions.
I bring more than a decade of experience in the financial industry, having most recently worked as a Financial Consultant for Charles Schwab. I follow a disciplined process that ensures every client receives personalized, ongoing financial guidance. Whether you’re planning for retirement, managing wealth, or investing in your future, I can help you create a strategy that aligns with your unique goals.
As the largest registered investment advisory firm in Flagstaff, our team has the expertise and experience to help you meet your financial goals. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Flagstaff.
In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:
TCI Named Top 100 Firm in U.S. by Barron’s, 2024
TCI Ranked as a Top RIA Firm by Financial Advisor, 2022-2024
Top 300 Investment Advisors in the US by Financial Times, 2015-2019
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she/they will experience a certain level of results if TCI is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TCI by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. TCI does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
If you are searching for wealth management firms in Flagstaff who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI.
Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect exceptional advisory services offered with kindness and understanding.
In addition to Flagstaff, we’re also proud to serve Scottsdale, Tucson, Reno, and Denver. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.
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