Harper Wealth Management is a fee-only fiduciary financial planning and wealth management firm based in Gilbert, Arizona, serving retirees and people preparing for retirement, as well as individuals, families, and business owners. Its client-first approach centers on creating financial guidance around each client’s goals, circumstances, and legacy. Services include comprehensive financial planning, disciplined investment management, insurance analysis, wills and trusts, proactive tax planning, and retirement income strategies.

The firm’s planning may address matters such as Roth conversions, tax-loss harvesting, Social Security, and withdrawal strategies. Harper emphasizes transparent pricing, a dedicated advisor relationship, and coordination across investments, taxes, estate planning, insurance, and retirement needs. Its process begins with a complimentary, no-obligation discovery conversation, followed by a custom financial plan and an ongoing advisory partnership with reviews and adjustments as life and markets change.

The team includes President and Certified Financial Planner J. Steve Harper and Senior Vice President Chad M. Edgerton.

Investment advisory services are offered through Harper Wealth Management, an Arizona-registered investment adviser