Find a Financial Planner in Orem, UT

 

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We Only Work With The Best Orem 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 Orem, UT


  • Financial Advisor Close to Orem, 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 Orem Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Orem area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Orem can include managing client retirement accounts, investments, tax plans, and more.
12.3% of Orem'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 Orem area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Orem area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Orem area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Orem area is generally long-term and performed with the help of a qualified planner. 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 in the Orem area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Orem area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 96,725
  • % of Population 62 Years and Over: 12.3%
  • Average Home Value: $270,400
  • Average Monthly Housing Cost: $1,103
  • Average Household Income: $83,222
  • 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 Orem, UT


SQUIRE WEALTH ADVISORS

Website

(801) 226-7722

1329 South 800 East

Orem, UT 84097

SEC#: 801-78495
Years in Business: 7 years

KEELER THOMAS MANAGEMENT LLC

Website

(801) 226-0800

1327 South 800 East

Orem, UT 84097

SEC#: 801-100354
Years in Business: 5 years

BLUE BARN WEALTH

Website

(801) 466-4101

352 West Center Street

Orem, UT 84057

SEC#: 801-118602
Years in Business: 1 years

PETERSON WEALTH ADVISORS, LLC

Website

(801) 225-0000

360 West 920 North

Orem, UT 84057

SEC#: 801-68917
Years in Business: 13 years

CALIBER WEALTH MANAGEMENT, LLC

Website

(385) 223-8688

1436 East 820 North

Orem, UT 84097

SEC#: 801-114829
Years in Business: 2 years

FIRSTPURPOSE WEALTH LLC

Website

(801) 221-2939

462 E 800 N

Orem, UT 84097

SEC#: 801-68547
Years in Business: 13 years