Find a Financial Advisor 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 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 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

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: 14 years

DECKER RETIREMENT PLANNING INC.

Website

(385) 484-8123

2961 W. Maple Loop Drive

Lehi, UT 84043

SEC#: 801-120733
Years in Business: 0 years

TRITIUM PARTNERS LLC

Website

(801) 997-5810

3300 N. Triumph Blvd.
Ste 320
Lehi, UT 84843

SEC#: 801-107407
Years in Business: 5 years

WEALTHPLAN ADVISORS, LLC

Website

(801) 768-1934

2975 West Executive Parkway
Suite #153
Lehi, UT 84043

SEC#: 801-76650
Years in Business: 9 years

 


Lehi, UT Financial Advisor FAQs

The financial advisor helps clients get organized with their finances.
It depends on the level of expertise you need or want, your budget constraints, your tolerance for risk and other priorities that come into play like work/life balance.
When dealing with financial advisors there are many things you need to be aware of. One main thing is that not all financial advisors are alike. The best way to start by asking questions about the advisors' education, experience, specializations, qualifications and licensing. Next you should look at fees and advisory rates to make sure they fall in line with what your individual situation requires.
The first step would be to ask friends about which advisors they work with and experience dealing with.