Fiduciary advisors in Utah

Brigham City, Utah

Mountain Star Financial, Inc. is a fiduciary-based advisory firm in Brigham City, Utah, offering estate planning, insurance analysis, investment management, and retirement planning services with particular expertise in insurance and retirement planning. The firm follows a three-step discovery process during initial consultations, beginning with needs assessment, progressing to financial data gathering, and concluding with action plan development. Services incorporate various investment products and strategies, with a stated focus on tax reduction and asset protection.

Cottonwood Heights, Utah

GenWealth Advisory Group, based in Cottonwood Heights, Utah, provides retirement planning and insurance analysis services to clients seeking to develop personalized retirement strategies. The firm works through a structured planning process that addresses retirement income strategies, financial assessment, and plan implementation, with flexibility to adjust recommendations as circumstances change. The firm operates as an independent advisor.

Delta, Utah

Retirement Solutions is an investment advisory firm in Delta, Utah. Services include Financial Planning. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 10 Google reviews.

Draper, Utah

Intuitive Wealth Advisors is a fiduciary financial advisory firm based in Draper, Utah, serving business owners, individuals, families, and trusts. The firm has more than 30 years of client relationships and operates under a fiduciary standard of care.

Draper, Utah

Beacon Pointe Advisors is an investment advisory firm in Draper, Utah. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Farmington, Utah

Wealth Enhancement Group is an investment advisory firm in Farmington, Utah. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Heber City, Utah

Balanced Capital is an independent, fee-only financial planning and investment management firm founded by Corey Noyes, CFP®, located in Heber City, Utah. The firm operates on a fiduciary basis with no product sales or commissions, offering virtual meetings and a paperless client experience. Services include comprehensive financial planning covering investments, taxes, retirement, insurance, employer benefits, and estate planning, with a stated specialty in serving attorneys and business professionals in the Wasatch Back region.

Kaysville, Utah

Insurance-Based

Pilar Soledad Zosa, Agent - New York Life is an insurance-based firm in Kaysville, Utah. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lehi, Utah

Tech Wealth is a fee-only, fiduciary financial advisory firm based in Lehi, Utah, serving high-income professionals and equity holders across the United States. Founded by Riley Hale, CFP®, the firm specializes in equity compensation planning (RSUs, stock options, ISOs, ESPPs, QSBS), tax optimization, investment management, and comprehensive financial planning tailored to tech industry clients. The firm charges tiered AUM fees starting at 1.25% on the first $1 million and operates without commissions or conflicts of interest, emphasizing personalized advisory relationships over automated portfolio management.

Logan, Utah

Wealth Enhancement Group is an investment advisory firm in Logan, Utah. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Logan, Utah

Crosbie Financial is a fiduciary firm based in Logan, Utah, serving pre-retirees, retirees, business owners, and high-income earners throughout Cache County and beyond. The firm offers retirement planning, investment management, tax strategy coordination with CPAs, estate planning, and business transition guidance, with a team led by founder Riley Crosbie (CFP, CPA) and Jaeden May (CFP, CPA). It charges transparent asset-based fees on a tiered schedule and maintains a low client-to-advisor ratio to provide personalized service, meeting with clients annually or as needed to review plans. The firm was recognized as part of InvestmentNews' Top Advisors for 2025.

Logan, Utah

Jaxon Hill, Financial Advisor at Allegis is an investment advisory firm in Logan, Utah. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Logan, Utah

Adams Wealth Advisors in Logan, Utah provides estate planning, financial planning, and investment management services with a particular focus on estate planning. The firm offers a broad range of planning services including retirement income analysis, tax optimization, charitable giving strategies, and business succession planning, alongside active portfolio management that incorporates alternative investments and risk management. The firm emphasizes a comprehensive planning approach that integrates investments, tax considerations, insurance analysis, and estate structuring tailored to individual client circumstances.

Logan, Utah

City Center Wealth Advisors is a Logan, Utah-based financial advisory firm that serves families and self-employed medical professionals through a team-based approach. The firm emphasizes personalized planning that addresses individual needs within family structures and works with clients from initial strategy development through ongoing follow-up. Team members have multiple decades of experience in financial services and partner with DFPG Investments, LLC.

Midvale, Utah

Independent RIA

Stonebriar Wealth Advisors is an independent ria firm in Midvale, Utah. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Murray, Utah

RISE Wealth Management & Planning, based in Murray, Utah, has served approximately 1,000 clients across multiple states since 2014, providing investment management and wealth management services. The firm takes a holistic, client-centered approach that addresses individual financial goals and circumstances rather than applying standardized strategies. The team works collaboratively from planning through execution and ongoing review, focusing on education and proactive guidance to help clients navigate their financial objectives.

Murray, Utah

Carson Wealth is an investment advisory firm in Murray, Utah. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 26 Google reviews.

Murray, Utah

Mark Neuenswander is a financial advisor affiliated with Cetera Advisor Networks, based in Murray, Utah, offering financial planning with a focus on retirement planning and investment management. The practice takes a client-centered approach, assessing individual circumstances, goals, and risk tolerance before developing personalized strategies. Services include ongoing monitoring and adjustment of financial plans through both the planning and execution phases.

Murray, Utah

The Norden Group is an independent financial advisory firm based in Murray, Utah that operates without affiliation to banks, brokerages, or insurance companies. The firm emphasizes transparency in its client relationships and employs a direct-to-institution approach to advisory services. Built on a foundation of collaborative teamwork, the firm prioritizes client-centric service delivery.

Ogden, Utah

Catalyst Retirement Solutions is an Ogden-based firm specializing in retirement planning with a team-based approach to client service. The firm employs three wealth and portfolio advisors with combined experience exceeding two decades in finance, supported by administrative staff. Services span investment management, retirement strategy, and financial planning, with the firm emphasizing education and proactive strategy development tailored to individual risk tolerance and time horizons.

Ogden, Utah

Highcountry Wealth Management is an investment advisory firm in Ogden, Utah. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Orem, Utah

Caliber Wealth Management is an independent investment and wealth management firm based in Orem, Utah, operating as a fiduciary that offers personalized portfolio design informed by comprehensive financial planning. The firm constructs customized portfolios using asset allocation, fundamental analysis, and diversification, while considering clients' goals, time horizons, tax implications, and broader financial circumstances. Caliber also provides retirement plan consulting and design services for businesses, including investment selection, employee communications, and plan committee support. The firm employs transparent fee practices and maintains independence to select from a broad range of investment options.

Park City, Utah

Park City Wealth Advisors provides financial planning and wealth management services to business owners, entrepreneurs, and high-net-worth families, with a focus on multi-generational strategies and tax planning. The firm, founded by CFP® Morgan Lemaitre, works with clients on investment strategy, retirement planning, estate planning, and wealth transfer structures, often coordinating with external tax and legal professionals. Services include access to alternative investments and private markets alongside traditional portfolio management. The firm operates from Park City, Utah and serves clients nationwide.

Pleasant Grove, Utah

Tencap Wealth Coaching is an investment advisory firm in Pleasant Grove, Utah. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Pleasant Grove, Utah

Happier Wealth is a financial advisory firm in Pleasant Grove, Utah, serving individuals, families, and businesses. The firm's team includes CERTIFIED FINANCIAL PLANNER® practitioners and Chartered Financial Consultants™ who provide retirement planning, investment management, tax planning, estate planning, risk management, and cash flow planning services. The firm's stated approach centers on understanding client values and aligning financial decisions with what matters most to each client. It holds a 5-star rating across 77 Google reviews.

Provo, Utah

B.O.S.S. Retirement Solutions and Advisors, based in Provo, Utah, provides financial planning, investment management, and retirement planning services. The firm uses a proprietary planning framework called the B.O.S.S. Retirement Blueprint™ to develop personalized financial strategies for clients. The firm offers complimentary consultations and serves clients seeking retirement guidance.

Provo, Utah

The Norden Group is an independent financial advisory firm based in Provo, Utah that operates without affiliations to banks, brokerages, or insurance companies. The firm emphasizes transparency in its client relationships and uses a direct-to-institution approach to service delivery. As an independent entity, the firm states that its primary allegiance is to its clients rather than to external financial institutions.

Provo, Utah

Retirement Solutions is a financial planning firm in Provo, Utah, founded by Scott Wharton, specializing in retirement planning through a four-step process called Reach Your Retirement P.E.A.K. The firm offers services including retirement income strategies, IRA and 401(k) rollovers, annuities, tax-efficient planning, asset preservation, life insurance, long-term care strategies, legacy planning, and Medicare guidance. The firm works with both retired couples and younger professionals, emphasizing personalized relationships and honest advice grounded in understanding clients' individual goals and circumstances.

Salt Lake City, Utah

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Salt Lake City, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 6 Google reviews.

Salt Lake City, Utah

Mountain Goat Wealth Management is an investment advisory firm in Salt Lake City, Utah. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

Salt Lake City, Utah

Independent RIA

Brian Urie, MS, CFP®, CPFA® - Mountain America Investment is an independent ria firm in Salt Lake City, Utah. It acts as a fiduciary. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Salt Lake City, Utah

Altura Financial Advisors provides financial planning and investment management services to clients in Salt Lake City. The firm serves business owners and individuals with retirement planning needs, including 401(k) plan design and administration for employers, as well as education funding strategies. They manage portfolios across stocks, bonds, ETFs, and mutual funds, and offer guidance on traditional and Roth IRAs, SEP and SIMPLE IRAs, and 403(b) plans.

Salt Lake City, Utah

Tencap Wealth Coaching - Financial Advisor is an investment advisory firm in Salt Lake City, Utah. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 38 Google reviews.

Salt Lake City, Utah

Voyager Wealth Advisors Inc. - Raymond James is an investment advisory firm in Salt Lake City, Utah. The office has a wheelchair-accessible entrance.

Salt Lake City, Utah

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm based in Salt Lake City, Utah. The firm conducts initial consultations to understand client priorities and values, then develops financial plans addressing retirement analysis, cash flow modeling, tax planning, risk management, education funding, stock options, charitable planning, and estate planning coordination. Investment management follows a proprietary discipline involving personalized investment policy statements, asset allocation and manager selection, implementation across multiple asset classes including alternatives, and ongoing monitoring. The firm serves both individual wealth management clients and company retirement plan sponsors.

Salt Lake City, Utah

Corient is an investment advisory firm in Salt Lake City, Utah. The office has a wheelchair-accessible entrance.

Salt Lake City, Utah

Carson Wealth is an investment advisory firm in Salt Lake City, Utah. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 9 Google reviews.

Salt Lake City, Utah

Guardian Wealth Management is a fee-only fiduciary firm in Salt Lake City founded by Todd Berg (ChFC®) and his son Colby Berg (CFP®), combining 75 years of combined experience. The firm provides personalized investment management and financial planning for professionals, with each advisor working with a limited number of select families to develop custom portfolios without using pre-built models. Guardian's approach blends traditional risk management principles with modern behavioral finance and technology, and the firm serves clients across financial planning, retirement, and wealth transfer planning.

Salt Lake City, Utah

Cottonwood Wealth Strategies is a Salt Lake City-based advisory firm that offers financial planning and private investment services. The firm guides clients through a process of establishing financial objectives, developing customized wealth plans, and implementing investment and legacy planning strategies. The company provides ongoing monitoring and adjustment of client portfolios in response to changing circumstances and market conditions.

Sandy, Utah

Heritage Wealth Management is an investment advisory firm in Sandy, Utah. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Sandy, Utah

Pinnacle Wealth Strategies, based in Sandy, Utah, provides retirement planning services to individuals and couples across different financial situations. The firm offers customized financial strategies and guidance addressing retirement-specific concerns such as market risk, withdrawal rates, longevity, and healthcare costs. The team includes a CEO with 46 years of insurance and estate planning experience, a wealth manager with an MBA and FINRA Series 65 license, and a tax specialist with over 25 years in accounting and tax services. The firm emphasizes personalized planning that accounts for each client's unique circumstances, risk tolerance, and timeline.

Sandy, Utah

Mitch Simkins - Financial Advisor with the Wealth Planners Team at Farther is an investment advisory firm in Sandy, Utah. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

South Jordan, Utah

Elysium Financial is an investment advisory firm in South Jordan, Utah. Services include Financial Planning. The firm specializes in Social Security Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 66 Google reviews.

South Jordan, Utah

BlackRidge Wealth Management is an investment advisory firm in South Jordan, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

South Jordan, Utah

Ashworth Wealth is an independent registered investment advisor in South Jordan, Utah, operating under fiduciary standards. The firm offers investment planning, retirement income and distribution planning, proactive tax planning, and family wealth planning, along with ongoing client services including semi-annual reviews and educational events. Compensation is structured on a fee-based model, and the firm manages investments independently without proprietary products, while also providing guidance on assets held elsewhere.

South Jordan, Utah

Elements for Financial Advisors is a financial planning software platform based in South Jordan, Utah that helps advisors deliver financial planning and investment management services. The firm provides a diagnostic assessment tool called the Financial Vitals Methodology, which evaluates client financial wellness across dimensions including asset allocation, cash flow allocation, risk exposure, and insurance coverage. The platform includes data collection capabilities, automated reporting, and client communication tools designed to streamline advisor workflows and support employer-sponsored financial wellness programs.

South Jordan, Utah

Tencap Wealth Coaching - Financial Advisor is an investment advisory firm in South Jordan, Utah. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 41 Google reviews.

South Jordan, Utah

Stonecreek Wealth Advisors is a fee-only fiduciary firm in South Jordan, Utah, offering financial planning, investment management, and retirement planning services to families and individuals throughout the state. The firm employs a structured planning methodology called The Prosperity Formula™, grounded in evidence-based investing principles, diversification, tax efficiency, and ongoing portfolio monitoring tailored to each client's specific goals and risk tolerance. With over 25 years of experience, the firm operates on a personalized advisory model and charges fees rather than commissions, ensuring alignment between client and advisor interests.

South Jordan, Utah

B.O.S.S. Retirement Solutions and Advisors, based in South Jordan, Utah, provides financial planning, investment management, and retirement planning services. The firm uses a proprietary planning process called the B.O.S.S. Retirement Blueprint™ to develop personalized financial strategies for clients. The firm offers complimentary consultations and is accessible to those seeking guidance on retirement-related questions.

South Ogden, Utah

McGarry Retirement Advisory Group is a South Ogden, Utah-based financial advisory firm specializing in retirement planning. The firm provides asset management, retirement planning and living strategies, legacy planning, and tax planning services across three client segments: working professionals, those considering retirement, and retirees. They follow a three-step process: an initial consultation to assess financial position, development of a documented plan aligned with clients' retirement vision, and ongoing implementation with periodic plan reviews.

South Ogden, Utah

Insurance-Based

Highcountry Wealth Management | Northwestern Mutual is an insurance-based firm in South Ogden, Utah. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

South Ogden, Utah

Peterson Wealth Services is a registered investment adviser in South Ogden, Utah, offering financial planning and investment management services. The firm serves high-net-worth clients (those exceeding $5 million), women navigating life transitions, business owners, and individuals planning for retirement, addressing concerns such as tax efficiency, portfolio diversification, and asset protection. According to client reviews, the firm operates without commissions and emphasizes personalized attention to individual risk preferences and financial circumstances.

St. George, Utah

Adams Wealth Advisors, based in St. George, Utah, offers estate planning, financial planning, and investment management services with particular depth in estate planning matters. The firm structures advisory around a planning-first approach that encompasses retirement planning, tax optimization, charitable planning, risk analysis, and business succession services. The firm's investment management team employs active, global macroeconomic strategies across traditional and alternative asset classes, with stated emphasis on risk management and portfolio discipline. The firm states that advisors operate without incentives toward specific investments and coordinate planning across estate, tax, and charitable dimensions.

St. George, Utah

B.O.S.S. Retirement Solutions and Advisors provides retirement planning services to clients in Utah, Washington, and Idaho from its St. George, Utah office. The firm structures its planning approach around five core areas—cash, income, growth, taxes, and legacy—and addresses topics including income stream optimization, tax strategy, Social Security claiming, and estate planning.

St. George, Utah

Voyager Wealth Advisors, operating in St. George, Utah, is a Raymond James affiliate that provides investment advisory and brokerage services. The firm focuses on retirement income planning, tax-efficient withdrawal strategies, Social Security optimization, estate planning coordination with clients' CPAs and attorneys, college funding, and guaranteed income products such as annuities. Services also include longevity and healthcare planning, wealth transfer strategies, and charitable giving structures. The firm is registered through Raymond James Financial Services, Inc. (member FINRA/SIPC) and Raymond James Financial Services Advisors, Inc.

St. George, Utah

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. George, Utah. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

St. George, Utah

Armstrong & Associates is a health insurance agency in St. George, Utah, founded in 2006, that assists individuals, families, and businesses with enrollment in health insurance plans. The firm is led by owner Mark Armstrong, a licensed health insurance agent with decades of marketplace experience, alongside licensed consultants Alex Larson and Camden Felman. The agency offers free consultation and remote enrollment services and has received positive client feedback regarding personalized plan selection and ongoing policy review.

St. George, Utah

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm based in St. George, Utah. The firm serves both individual clients and companies with retirement plan consulting, using a values-based approach that begins by identifying what matters most to clients before developing financial strategies. They employ a proprietary investment analysis process designed to minimize conflicts of interest and base recommendations solely on client objectives.

St. George, Utah

Pine Valley Advisors, based in St. George, Utah, provides investment advisory services through Foundations Investment Advisors, an SEC-registered investment adviser. The firm works with clients across different life stages, from those beginning to build wealth to those protecting existing assets, offering written financial planning services. Tyler Miller leads the firm and emphasizes a planning process grounded in understanding client goals and building sustainable retirement strategies.

Stansbury Park, Utah

Allegis Financial Partners - Jimmy Searle is an investment advisory firm in Stansbury Park, Utah. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in College Savings and Insurance Planning. The office is open daily.

Stansbury Park, Utah

Wirehouse

Edward Jones - Financial Advisor: Rusty Johns is a wirehouse firm in Stansbury Park, Utah. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Wellsville, Utah

Winward Financial Insurance & Investments, based in Wellsville, Utah, offers financial planning and investment management with a focus on retirement planning. Principal advisor Sam Winward holds the CFP®, ChFC®, CLU®, and CLTC® designations and operates the firm on a fiduciary basis. The practice integrates financial planning, insurance products (including life, health, and Medicare coverage), and investments to address clients' complete financial situations, working with business owners, professionals, and families to develop goal-based strategies.

West Jordan, Utah

Paramo & Associates is a West Jordan-based consulting firm offering commercial insurance audits, life insurance, and retirement planning services. The firm specializes in General Liability and Workers' Compensation audits for businesses, along with term life insurance options (10, 20, and 30-year terms) and retirement plan guidance including 401(k), IRA, and Roth IRA strategies. Services are delivered in Spanish and English, with a focus on serving Hispanic-owned businesses and families in the United States. The firm operates in strategic partnership with Voni Professional Services, integrating accounting, tax, and regulatory compliance expertise.

West Jordan, Utah

Crestwood Retirement Solutions is an independent broker in West Jordan, Utah that provides financial planning focused on retirement income strategies, estate planning, and Medicare. The firm takes a full-picture approach covering income, taxes, investments, home equity, insurance, and legacy considerations, and charges transparent fees without hourly billing or hidden charges. They offer flexible engagement options including in-home, phone, or office meetings for clients at any retirement stage.

West Jordan, Utah

Katella Wealth Management serves individuals, families, and business owners in West Jordan, Utah, offering investment management and wealth planning services. The firm uses a three-part planning methodology that integrates life planning, financial planning, and investment planning into a single coordinated strategy. Operating as a fiduciary, the firm conducts an initial consultation at no cost or obligation, followed by analysis and a detailed presentation of strategies before clients commit to engagement. The practice emphasizes understanding clients' broader life goals and circumstances rather than product sales.

West Jordan, Utah

Wasatch Senior Alliance, based in West Jordan, Utah, provides estate planning services to senior homeowners, including revocable living trusts, wills, powers of attorney, deed preparation, and final disposition planning. The firm offers notarization and witnessing services and has received a 5-star Google rating. The firm positions itself as serving seniors seeking to organize their affairs and clarify instructions for asset distribution and end-of-life decisions.