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Anthem Tax & WealthFinancial advisor in Phoenix, AZ

Anthem Tax & Wealth is a financial advisor at 41111 N Daisy Mountain Dr #105, Phoenix, AZ 85086, ranked #10 of 142 wealth managers in Phoenix and rated 4.9 from 30 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Phoenix, AZUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Anthem Tax & Wealth
Address41111 N Daisy Mountain Dr #105, Phoenix, AZ 85086Get directions
Phone(623) 518-2157
Websiteanthemtaxandwealth.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating4.9 from 30 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Phoenix and 12 towns within 25 miles: Anthem, New River, Deer Valley, Sun City West, Sun City, Surprise, Peoria, El Mirage, Glendale, Paradise Valley, Alhambra and Maryvale.

Based in Phoenix, AZView on map

Opening hours

Opening hours for Anthem Tax & Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Anthem Tax & Wealth

How is Anthem Tax & Wealth ranked in Phoenix?

Anthem Tax & Wealth is ranked #10 of 142 wealth managers in Phoenix by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Anthem Tax & Wealth’s hours?

Anthem Tax & Wealth is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Anthem Tax & Wealth serve?

Serves Phoenix and 12 towns within 25 miles: Anthem, New River, Deer Valley, Sun City West, Sun City, Surprise, Peoria, El Mirage, Glendale, Paradise Valley, Alhambra and Maryvale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Anthem Tax & Wealth?

Anthem Tax & Wealth has a rating of 4.9 from 30 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Anthem Tax & Wealth?

Call Anthem Tax & Wealth on (623) 518-2157. The business is at 41111 N Daisy Mountain Dr #105, Phoenix, AZ 85086. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Anthem Tax & Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Anthem Tax & Wealth (this business)—684.9 (30)NoNo
Velocity Wealth Management, LLC#9684.7 (39)NoNo25.0 mi
Asset Preservation Wealth & Tax Financial Advisors#11684.8 (80)YesYes18.7 mi

See all 142 ranked wealth managers in Phoenix