Find a Financial Advisor 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.

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


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


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 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

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.


Without Advisor

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




(801) 226-7722

1329 South 800 East

Orem, UT 84097

SEC#: 801-78495
Years in Business: 8 years



(801) 226-0800

1327 South 800 East

Orem, UT 84097

SEC#: 801-100354
Years in Business: 6 years



(801) 466-4101

352 West Center Street

Orem, UT 84057

SEC#: 801-118602
Years in Business: 2 years



(801) 225-0000

360 West 920 North

Orem, UT 84057

SEC#: 801-68917
Years in Business: 14 years



(385) 223-8688

1436 East 820 North

Orem, UT 84097

SEC#: 801-114829
Years in Business: 3 years



(801) 221-2939

462 E 800 N

Orem, UT 84097

SEC#: 801-68547
Years in Business: 14 years



(801) 224-1901

1095 S. 800 E.
Suite 700
Orem, UT 84097

SEC#: 801-64548
Years in Business: 16 years



(801) 830-1523

1432 East 840 North
Suite 100
Orem, UT 84907

SEC#: 801-72687
Years in Business: 10 years



(801) 836-3071

518 W 800 N
Suite 204
Orem, UT 84057

SEC#: 801-72687
Years in Business: 10 years


Orem, UT Financial Advisor FAQs

Orem is a city in Utah County, Utah. The city is located in the northern part and is adjacent to Provo, Lindon, and Vineyard. The economy of Orem is service-oriented with several large shopping malls and retail centers. The city's top employers are Brigham Young University with 5,000 employees, Hill AFB (3,500 employees), and Deseret Mutual Life Insurance Company (2,900 employees). Orem is known for its natural beauty. The Wasatch Mountains run along the eastern edge of the city while Utah Lake lies to the west. The city is also home to two major universities: Brigham Young University and Utah Valley University. Choose from a variety of financial advisory services in Orem, UT, a city in Utah County in the northern part of the state. Lies roughly about 45 miles south of Salt Lake City, Orem is adjacent to Provo, Lindon, and Vineyard. It is the fifth largest city Utah and is home to Utah Valley University. The city is located near the eastern shore of Utah Lake, bordering Provo on the east and south, Vineyard to the west, Lindon contiguous to the north, and Mount Timpanogos/Wasatch Mountain range to the east. Connect with financial advisors serving close to this location through the links below.

A financial advisor is there to perform many of the tasks that can be challenging for us to do on our own - managing investments, paying bills and taxes appropriately etc. In addition, they'll offer advice about insurance options and retirement planning.

Yes. The world of financial management is vast and complicated, with many different types of strategies to choose from. It's always better to work with someone who has had more experience than you in that area.

This can vary by advisor, but there are really two kinds of advisory fees that advisors charge. The first is a flat rate, where the customer pays an agreed upon percentage, usually annually for services rendered. The second method is to take commission on transactions that they recommend.

Choosing the right financial advisor for your needs can be a daunting task. You need to find someone who is knowledgeable, professional, and trustworthy.

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.