Find a Financial Planner in Utah County, UT

 

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

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We Only Work With The Best Utah County 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 Utah County, UT


  • Financial Advisor Close to Utah County, 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 Utah County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Utah County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Utah County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
9.5% of Utah County'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 Utah County area can create a custom plan and walk with you each step of the way.
In the Utah County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Utah County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Utah County 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Utah County area, 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 Utah County 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 Utah County, 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 Utah County, UT

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

  • Population: 605,490
  • % of Population 62 Years and Over: 9.5%
  • Average Home Value: $306,800
  • Average Monthly Housing Cost: $1,269
  • Average Household Income: $93,627
  • 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 Utah County, 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

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