Find a Financial Planner in Lehi, UT

 

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

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We Only Work With The Best Lehi 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 Lehi, UT


  • Financial Advisor Close to Lehi, 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 Lehi Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lehi area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Lehi can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
7.3% of Lehi's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Lehi area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Lehi area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lehi area.
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 Lehi 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 Lehi 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 is a good way to make high-interest debts more manageable. Advisors in the Lehi area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 64,006
  • % of Population 62 Years and Over: 7.3%
  • Average Home Value: $354,500
  • Average Monthly Housing Cost: $1,557
  • Average Household Income: $112,450
  • 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 Lehi, UT


DRIVE WEALTH ADVISERS

Website

(801) 901-6150

2000 W. Ashton Blvd.
Suite 120
Lehi, UT 84043

SEC#: 801-113223
Years in Business: 3 years

PROSPER WEALTH SOLUTIONS

Website

(801) 792-2398

3400 N 1200 W
Suite 103
Lehi, UT 84043

SEC#: 801-119753
Years in Business: 0 years

ANDINA FAMILY OFFICES

Website

(801) 653-0564

Thanksgiving Business Park
2600 Executive Parkway, Suite 451
Lehi, UT 84043

SEC#: 801-80633
Years in Business: 6 years

SPROUT ADVISERS

Website

(855) 608-9424

2912 Executive Parkway
Suite 120
Lehi, UT 84043

SEC#: 801-112883
Years in Business: 3 years

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

Website

(801) 990-5055

3400 N Ashton Blvd
Suite 190
Lehi, UT 84043

SEC#: 801-117974
Years in Business: 1 years

WEST RIM CAPITAL ASSOCIATES II, L.P.

Website

(801) 407-8400

3400 N. Ashton Blvd.
Suite 400
Lehi, UT 84043

SEC#: 801-68453
Years in Business: 13 years