Find a Financial Advisor in Midvale, UT

 

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

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We Only Work With The Best Midvale 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 Midvale, UT


  • Financial Advisor Close to Midvale, 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 Midvale, 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 Midvale, UT

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

  • Population: 33,318
  • % of Population 62 Years and Over: 11.2%
  • Average Home Value: $263,300
  • Average Monthly Housing Cost: $1,159
  • Average Household Income: $72,216
  • 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 Midvale, UT

 

EVERSPIRE

Website

(801) 545-8706

6900 South 900 East
Suite 200
Midvale, UT 84047

SEC#: 801-116983
Years in Business: 2 years

DIVERGENT WEALTH ADVISORS, LLC

Website

(385) 237-4000

910 West Legacy Center Way
Suite 130
Midvale, UT 84047

SEC#: 801-110400
Years in Business: 4 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(801) 797-9634

6900 South 900 East
Suite 120
Midvale, UT 84047

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(801) 797-9634

6900 South 900 East
Suite 120
Midvale, UT 84047

SEC#: 801-67427
Years in Business: 14 years

CWM, LLC

Website

(801) 683-1000

6955 South Union Park Center, Suite 250

Midvale, UT 84047

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(801) 683-1000

6955 South Union Park Center, Suite 250

Midvale, UT 84047

SEC#: 801-72037
Years in Business: 10 years

VOYA FINANCIAL ADVISORS, INC.

Website

(801) 568-2626

6955 S Union Park Ctr Ste 550

Midvale, UT 84047

SEC#: 801-46585
Years in Business: 27 years

TOWNSQUARE CAPITAL, LLC

Website

(801) 826-3926

1004 Tuscany View Rd
#0903
Midvale, UT 84047

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

WEST RIDGE ADVISORS, LLC

Website

(801) 999-4604

7396 S Union Park Ave # 101

Midvale, UT 84047

SEC#: 801-118247
Years in Business: 1 years

 


Midvale, UT Financial Advisor FAQs

Talk to friends, family members, or people you trust who have had great success in their investments. Do your homework on the person's credentials before making an appointment for a consultation. It could be advantageous to have 2 or 3 consultations before deciding with whom to work so that you are well-informed about different investing styles and philosophies.
Financial advisors are responsible for advising people on financial investments--such as stocks or mutual funds--and balancing investment with safety. They work closely with their clients to explore what is best on an individual basis, making money management decisions that will be most beneficial. Financial advisors help manage the long-term future of their client's finances, rather than just focusing on short term money issues.
A financial advisor will typically charge an hourly fee for the time they spend working with you. The amount will vary based on their specialization, location, experience, and other factors like how many years in business or professional degrees.
A financial advisor can put you on the healthy path by building healthy habits in the form of an investment plan tailored to your needs, risk tolerance, and timeline. You need someone who has access to this industry-specific knowledge so they can talk with you honestly about how much money is enough, where best to invest what funds are available for retirement savings, how much life insurance coverage should be purchased while considering future inflation rates or changes in law affecting tax benefits on policies, etc.