Find a Financial Planner in Davis County, UT

 

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We did the hard work of finding trustworthy partners in Davis County, UT.

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We Only Work With The Best Davis County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Davis County, UT

  • Financial Advisor Close to Davis County, UT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Davis County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Davis County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Davis County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
12.5% of Davis County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Davis County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Davis County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Davis County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Davis County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Utah has unique laws defining which actions trigger a taxable event and has the 24th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Davis County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Davis County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Davis County, UT

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Davis County, UT

We evaluated over 13,000 RIA firms to bring you the best of the best Davis County financial advisors.
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How Retirement-Friendly is Davis County, UT?

  • Population: 345,767
  • % of Population 62 Years and Over: 12.5%
  • Average Home Value: $291,600
  • Average Monthly Housing Cost: $1,276
  • Average Household Income: $99,935
  • Utah Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Utah Property Tax: 2.30% (13th Lowest in U.S.)
  • Utah Individual Income Tax: 2.73% (12th Highest in U.S.)
  • Utah Sales and Excise Tax: 3.26% (22nd Lowest in U.S.)


The Top Financial Advisor Firms in Davis County, UT


SUMMIT GLOBAL INVESTMENTS, LLC

Website

(888) 251-4847

620 South Main Street

Bountiful, UT 84010

SEC#: 801-76631
Years in Business: 9 years

STRATEGIC PLANNING GROUP

Website

(801) 627-2200

190 South Main Street

Bountiful, UT 84010

SEC#: 801-112440
Years in Business: 3 years

ARS INVESTMENT ADVISORS, INC.

Website

(385) 249-5652

563 West 500 South
Suite 420
Bountiful, UT 84010

SEC#: 801-112807
Years in Business: 3 years