A Simple, Strategic Path for Your Journey
As an independent firm located in Gilbert, Arizona and Lee's Summit, Missouri, we're able to personalize financial solutions tailored to your unique needs. As a fiduciary, we put you first. Our recommendations are always informed by time-tested wealth management strategies. We're committed to earning your trust and stand firm in our commitment to excellence and expertise.
The Power of Gratitude
Learn how extraordinary challenges can shape extraordinary destinies and why the experiences and people in our lives—not the things we have—are what truly bring happiness. Click to watch and be inspired.
Helping Clients Dream Bigger
At Rayhons Financial, we help clients dream bigger, think clearly about life’s most important decisions, and provide a strategic, simple path for their journey to success. We’re proud of the work we get to do with our clients, and we prize the long-term relationships we get to build and maintain. We know there’s more to life than money, we’re here to help you unlock your most enjoyable life.
Confidently Planning Your Future
We guide business owners, individuals, and families to financial confidence with an education-first approach, ensuring clarity and understanding every step of the way.

Financial Services We Offer
Our services help you gain clarity and confidence, helping you prioritize your passions and the people you love over assets.
Coaching & Advice
Life is full of big, important decisions and our work is to lead people through them.
Inheritance Planning
We specialize in strategic preparations for those who may be receiving an inheritance.
Retirement Planning
It's a lifelong process that requires a strategic and simple plan based on your goals.
Wealth Management
We take a holistic approach to wealth management considering all aspects of your life.
Financial Planning
We'll lay out the necessary steps so you can focus on what’s important, not money.
Income Protection & Insurance
Being prepared financially for the unexpected will take the weight off your shoulders.
Meet yOur Advisors
JW Rayhons CRPC®
President, Investment Advisor Representative
Andrea Bereznak CRPC® CFP® ABFP™
Investment Advisor Representative