Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 10 years

STRATEGIC PLANNING GROUP

Website

(801) 627-2200

190 South Main Street

Bountiful, UT 84010

SEC#: 801-112440
Years in Business: 4 years

ARS INVESTMENT ADVISORS, INC.

Website

(385) 249-5652

563 West 500 South
Suite 420
Bountiful, UT 84010

SEC#: 801-112807
Years in Business: 4 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 294-6600

150 N Main St
Suite 202
Bountiful, UT 84010

SEC#: 801-110591
Years in Business: 4 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

3D/L CAPITAL MANAGEMENT, LLC

Website

(860) 291-1998

987 Claremont Drive

Bountiful, UT 84010

SEC#: 801-107874
Years in Business: 5 years

B.O.S.S. RETIREMENT ADVISORS, LLC

Website

(801) 990-5055

801 N 500 W Suite 100

Bountiful, UT 84010

SEC#: 801-117974
Years in Business: 2 years

 


Davis County, UT Financial Advisor FAQs

Davis County is located in the north-central part of Utah. It is bordered by the Great Salt Lake to the west and the Wasatch Mountains to the east. The county seat is Farmington. The top employer in Davis County, Utah is the State of Utah with over 33,000 employees. Annual revenue for the State of Utah is nearly $8 billion. Davis County, Utah offers an unbeatable blend of big-city amenities and small-town charm. From world-class shopping and dining to limitless recreation opportunities, there’s something for everyone in Davis County. Connect with our financial advisors in Davis County, UT. Davis County is the smallest Utah county in terms of land area, with only 630 square miles. The majority of the county is made up of water from the Great Salt Lake, leaving only around 36% of the county as land suitable for farming and housing. Antelope Island, located in the Great Salt Lake, is part of Davis County and serves as a home for buffalo. Davis County currently has the third largest county population, making up for its lack of area size. Davis County is generally best known for Lagoon, Utah's largest amusement park. Davis County's major employer, Hill Air Force Base, also contributes to national defense. The Farmington Bay Waterfowl Management Area is a significant wetland for the state. If you are looking for a financial advisor, the list below is your best bet. Each advisor in these areas is a qualified professional who can assist you in all aspects of your financial situation.

You should be looking for a financial advisor who will develop an investment strategy that aligns with your own risk tolerance and who has a natural interest in remaining in touch with you to keep the strategies on track.

Financial advisors get paid in three ways, with commissions, consulting fees or through a fee-only compensation structure.

A financial advisor can assist in understanding where more money is being spent on a monthly basis so the individual can make adjustments in order to achieve their short term and long term goals.

A financial advisor provides advice throughout all areas of your life, including estate planning, insurance, taxes, risk management and retirement planning to name just a few. An incorporation of skillsets yields powerful results for people looking to plan their future in all aspects that create an enjoyable retirement lifestyle.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.