Fiduciary advisors in Logan, UT

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.

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

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.