Financial Advisor Scottsdale & Prescott, AZ

Financial Advisor for
Healthcare Professionals in Scottsdale and Prescott, AZ

You help people for a living. We look forward to helping you in return.

We help healthcare workers, medical professionals, families and individuals across Arizona add clarity to their financial picture, so they can get back to what matters most.

Who We Serve

Clear Financial Guidance for Healthcare Professionals, Families, and Individuals

At Stoic Wealth Advisors, we work with a wide range of clients across Prescott, Scottsdale, and Arizona — from individuals just getting started with a Roth IRA to healthcare professionals looking for comprehensive financial planning. Whether you’re looking for a financial advisor for nurses, a financial planner for medical professionals, or retirement planning for pre-retirees, we’ll meet you where you are and help you take the next step with more clarity.

Learn More About Who We Help
Healthcare Workers & Medical Professionals

Physicians, doctors, nurses, nurse practitioners, and hospital employees looking for a financial planner who understands their world.

Physicians & Surgeons | Nurses & NPs | Hospital Employees

Families & Special Needs Planning

Families navigating benefits, insurance, and long-term care coordination for a loved one with special needs.

Special Needs | Family Planning | Long-Term Care

Pre-Retirees & Business Owners

Individuals preparing for retirement, business owners seeking a strategic financial partner, and practice owners building wealth.

Pre-Retirees | Business Owners | Practice Owners

Individuals at Any Stage

Whether you’re just starting with a Roth IRA or managing complex assets, we meet you where you are — no prior advisor experience needed.

First-Time Clients | Roth IRA | All Income Levels

Who We Are

Adding Clarity to an Overly Complicated World

Stoic Wealth Advisors is a financial planning and wealth management firm serving Prescott and Scottsdale, Arizona. Our goal is to be the missing link for financial education, and to offer that education to anyone seeking it, regardless of their circumstances in life.

Luke is proud to provide comprehensive financial planning and wealth management strategies customized for individuals, healthcare workers, medical professionals, and families in Prescott, Scottsdale, and across Arizona who want to add clarity to their lives. With more than 20 years of experience in the financial services industry, he is responsible for educating plan participants at Yavapai Regional Medical Center and several physician care clinics in Prescott, AZ, and the surrounding towns.

We are communicative, and we deliver. Our recommendations are based on your needs and your goals, not on products that generate a commission. Every meeting is focused on YOU.

Pre-Retirees & Business Owners

Add Transparency to the Financial Industry

Build integrity into each client relationship.

Luke Rudolph

AIF®, MBA

Financial Advisor, LPL Financial

19+ years in financial services

What We Do

Our Comprehensive Financial Services

Financial Planning

A comprehensive look at your income, debt, savings, and family priorities, reviewed together so every decision connects to the bigger picture.

Investment Management

A strategy built around your goals and risk tolerance, reviewed as your life changes. Investing involves risk, including possible loss of principal.

Retirement Planning

A clear plan for when you can retire and what income to count on in Prescott and Scottsdale, AZ.

Wealth Management

Long-term planning that connects your investments, taxes, insurance, and retirement goals.

Estate Planning

Protecting your legacy and coordinating your estate plan with your broader financial strategy.

Special Needs Planning

Benefits, insurance, and long-term care coordination for families with a special needs member.

Stoic Wealth Advisors and LPL Financial do not offer tax or legal advice. Please consult your tax and legal advisors regarding your individual situation.

We also offer retirement income planning, 401(k) and 403(b) implementation, financial risk analysis, insurance and risk planning, education planning, tax planning strategies, and charitable giving.

Our Process

The Framework of Our Planning Process

Together, we’ll plan for your long-term financial success. We have a specific process that helps us identify who we can help and how we can best serve them.

01

Establish Our Relationship

A one-hour in-person or virtual meeting focused on understanding your situation. We listen, ask the right questions, and take the time to understand your personal and financial goals before making any recommendations

02

Gather Data and Objectives

We do a deep dive together to better understand your full financial picture: your values, goals, and financial vision, and what’s important to you and how we can help get you there.

03

Analyze and Evaluate

We develop a clear picture of your specific needs, assets, liabilities, and risk tolerance, creating a plan particular to you.

04

Build, Implement, and Monitor

We present your comprehensive financial strategy, put it to work, and periodically review it, adjusting as your life changes.

Client Stories

What Our Clients Say

“Luke took the time to actually understand my situation as a nurse. He didn’t just throw generic advice at me — he built a plan that made sense for my career and my family. I finally feel like my finances are under control.”

Sarah M.

Registered Nurse, Prescott

“After years of feeling overwhelmed by financial decisions, Luke gave me the clarity I needed. He speaks plainly, delivers on what he promises, and always has my best interests in mind — not a commission.”

Dr. James R.

Physician, Scottsdale

“We came to Luke with a complicated situation — planning for our daughter’s future with special needs. He approached it with care, professionalism, and genuine empathy. We couldn’t be more grateful.”

The Peterson Family

Prescott, AZ

Our Offices

Prescott

305 N Mount Vernon Ave
Prescott, AZ 86301

Scottsdale

8600 E. Anderson Dr., Suite 240
Scottsdale, AZ 85255

Contact

928-224-3160

Mon–Fri, 9 AM–5 PM

Sound Like You?

Let’s Help Simplify Your Financial Concerns So You Can Get Back to What Matters Most.

You don’t need every answer before you reach out. We want you to feel comfortable, not pressured. This conversation goes both ways: you are interviewing us just as much as we are getting to know you. We thank you for making the leap to trust us with your financial needs.

Frequently Asked Questions

Common Questions, Honest Answers

If you don’t see your question here, don’t hesitate to reach out. We’re always happy to have a straightforward conversation.

No. The first conversation can start with what feels unclear. If we need documents or statements later, we’ll walk you through what to bring. Many of our clients had never worked with a financial advisor before they called us. We welcome that conversation.

We help healthcare workers, medical professionals, physicians, doctors, nurses, nurse practitioners, practice owners, and hospital employees, as well as families with special needs, pre-retirees, business owners, and individuals across Prescott and Scottsdale, AZ. We work with clients of all income levels and at any stage of their financial journey.

Yes. We help clients understand workplace retirement plan decisions and how those choices fit into their larger financial plan. This is one of the most common conversations we have with healthcare professionals and hospital employees.

Our compensation is primarily a fee-based formula that ties our success directly with yours, rather than to sales commissions. We do not have contracts or minimums. Fee details are discussed directly during your first meeting. If you’d like to talk through costs before scheduling, please call 928-224-3160.

No. Stoic Wealth Advisors and LPL Financial do not offer tax or legal advice. We help coordinate with your tax and legal advisors as part of your planning process. Please consult your tax and legal advisors regarding your individual situation.

Associations

Independent Broker-Dealer Partner

Create an account, or give us a call to learn more.