Find a Financial Planner in Sandy, UT

 

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

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We Only Work With The Best Sandy 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 Sandy, UT


  • Financial Advisor Close to Sandy, 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 Sandy Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Sandy area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Sandy include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.5% of Sandy'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 Sandy area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Sandy area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Sandy area an ongoing effort.
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 Sandy 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 is a service offered by many financial advisors, planners, and other professionals in the Sandy area. Typically, it 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 Sandy 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 Sandy, 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 Sandy, UT

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

  • Population: 96,127
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $356,400
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $113,032
  • 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 Sandy, UT


BRIDGE INVESTMENT GROUP

Website

(801) 716-4553

111 E. Sego Lily Drive
#400
Sandy, UT 84070

SEC#: 801-72790
Years in Business: 9 years

DFPG INVESTMENTS, LLC

Website

(801) 838-9999

9017 S Riverside Drive
Suite 210
Sandy, UT 84070

SEC#: 801-107896
Years in Business: 5 years

NET WORTH ADVISORY GROUP, LLC

Website

(801) 566-6639

75 W. Towne Ridge Parkway
Suite 460
Sandy, UT 84070

SEC#: 801-65548
Years in Business: 15 years

CAPITA FINANCIAL NETWORK, LLC

Website

(801) 566-5058

9980 South 300 West
Ste 140
Sandy, UT 84070

SEC#: 801-112411
Years in Business: 3 years

ELEVATED CAPITAL ADVISORS, LLC

Website

(801) 639-0095

9350 S. 150 E.
Suite 320
Sandy, UT 84070

SEC#: 801-110864
Years in Business: 4 years