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7373 N Scottsdale Road, Suite A250, Scottsdale, AZ 85253

480-951-0079
jcyoung@ffec.com
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Live Freely, Plan Intentionally, and Give Generously

True wealth isn’t about accumulation. It’s about flow. We help you spend, save, invest, and give with intention, so your wealth brings meaning today and continuity for the generations who follow.

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Money Isn't A Reservoir To Be Guarded, It’s A River That
Should Flow With Purpose. We Help You Keep That
River Flowing As It Ought To.

A Foundation Built on Listening and Lifelong Stewardship

A Foundation Built on Listening and Lifelong Stewardship

Your money is more than a reservoir to be guarded, it’s a river that should flow with purpose. We help you spend, save, invest, and give with clarity, so your wealth enriches your life today and carries forward to the next generation. Our team brings decades of experience and a shared commitment to helping clients simplify complexity and move forward with confidence.


An Approach Designed for Your Life

An Approach Designed for Your Life

Your financial life is constantly moving and our approach moves with it. From your first investment to your legacy plan to generational wealth transfers, we provide custom guidance to help you navigate each milestone with clarity and direction. Whether you’re planning for retirement, managing a business, or building wealth, we adjust your course as your goals and circumstances evolve.

"There are only four things you can do with the money you
earn. You can spend it, save it, invest it, and give it away.
The quality of your life, to a great extent, will depend on
how well you do all four."

- Jeff C. Young

Comprehensive Services, Tailored To You

Our planning and investment services are designed to meet you where you are and guide you forward.

Individuals & Families

From education and retirement planning to legacy and estate strategies, we help families make decisions that protect what matters most.


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Business Owners

We partner with business owners on everything from retirement plan design to succession and exit strategies—helping turn hard work into lasting value.

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Who We Serve

Individuals & Families

Individuals & Families

We help families bring structure and confidence to their finances—so they can protect what matters most and plan for the life they want to live.

Wealth Builders

Wealth Builders

For professionals and entrepreneurs focused on growth, we create tax-aware, goal-driven strategies that turn income into long-term wealth.

Business Owners

Business Owners

We guide business owners through every stage—from building and managing success to planning for succession and transition with confidence.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

We design income strategies that help you move into retirement with clarity, security, and the freedom to enjoy what you’ve worked for.

Meet Our Clients

Find Your Bearings In An
Unpredictable Financial Landscape

Through education-first guidance and practical planning, we replace uncertainty with steady current.
Make sure your decisions are grounded, not rushed by of the moment.

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Knowledge To Keep You Steady In Any Current

Invest in your financial literacy and equip yourself to make well-informed decisions about your finances with our carefully curated resources.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Frequently Asked Questions About Kierland Financial Group

We believe in transparency and clarity from day one. Here’s what clients often ask:

  • We combine decades of experience with an educational, relationship-first approach. Our clients know they can reach us directly, get clear answers, and receive advice tailored to their goals.

  • Yes. We operate with a fiduciary duty, meaning your best interests always come first in every recommendation we make.

  • Yes. We integrate both—so your investments align seamlessly with your goals, risk tolerance, and long-term plan.

  • We typically meet quarterly or annually, but we’re always available when you need guidance or life changes require updates.

  • Our clients range from young professionals and families to business owners and retirees. We focus on building lifelong relationships with people who value clarity, planning, and partnership.

  • It starts with a conversation. We’ll talk through your goals, review your current situation, and outline a plan that helps you move forward with confidence.

  • At Kierland Financial Group, we view generational wealth like a river: it should flow smoothly from one generation to the next, without disruption or confusion. That begins with intentional planning—aligning your estate documents, investment strategy, and charitable goals with your family’s values. We help you create clarity, communicate openly with heirs, and design a structure that keeps your legacy moving with purpose long after you’re gone.

Speak With a Financial Professional

Get answers to your questions and guidance tailored to your goals. Our experienced professionals are here to help you make informed decisions and build a confident financial future.

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