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E. Vance Grange

CFP®

Director Personal Financial Planning Programs

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Utah State University

Beacon Financial Planning LLC, 95 West 100 South, Suite 210
Logan, UT 84321
(435) 797-2702

Donald D. Petersen

CFP®, EA

RIA

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Cetera Advisors Network

859 W 1100 S
Price, UT 84501-4318
(866) 492-6330
(661) 948-0288

Brett N. Karras

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Utah and the surrounding communities.

The Karras Company, Inc.

4695 S 1900 W, Ste 3
Roy, UT 84067
(801) 825-3000

Paul N. Winter

CFA, CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Five Seasons Financial Planning LLC

4505 S. Wasatch Blvd., Suite 370
Salt Lake City, UT 84124
(801) 272-0902
CONNECT WITH Paul
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Melinda Thomas

CFP®, ChFC, CPFA

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Pensionmark

PO Box 460514
Leeds, UT 84746
(805) 547-2009

Robert P. Aamodt

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Rock House Financial

630 N Main St
Farmington, UT 84025
(801) 447-4200

James L. Druffner

CFP®, CPA/PFS, CMA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

James L Druffner CPA PC

2606 Cottage Loop Road
Park City, UT 84098
(435) 649-4592

Jeffrey Dell Zesiger

MS, CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Utah and the surrounding communities.

UMA Financial Services

310 E 4500 S, Ste 550
Salt Lake City, UT 84107
(801) 747-0800

Allyn B. Shaw

CFP®, ChFC®, AIF®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Raymond James

166 E 14000 S, Ste 110
Draper, UT 84020
(800) 443-1804
(801) 553-8999

C. Scott Cheney

CFP® ChFC® CLU® CASL

Founder, Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Twin Peaks Wealth Management, LLC

1400 Foothill Dr, Suite #32
Salt Lake City, UT 84108
(801) 557-8725

Jeff T. Brimhall

PhD, CFP®, CFA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management

Fee Only Financial Advisor serving Utah and the surrounding communities.

Blue Barn Wealth

370 W Center St
Orem, UT 84057-4659
(801) 888-4626

Steven Shelton

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Oquirrh Wealth Advisors

869 Baxter Drive
South Jordan, UT 84095
(801) 984-2711
CONNECT WITH Steven
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Tyler H. Nichols

CFP®, CRPC®

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Oquirrh Wealth Advisors

869 Baxter Drive
South Jordan, UT 84095
(801) 984-2711
CONNECT WITH Tyler
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Jason E. Palmer

CFP®

Founder & President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Resonant Financial Planning

1225 E. Fort Union Blvd, Ste 350
Cottonwood Heights, UT 84047
(801) 676-1500

Nancy L. Anderson

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Life...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Key Private Bank

5207 N Oldgate Rd
Heber City, UT 84032-5630
(916) 715-1700
CONNECT WITH Nancy
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Devin Pope

CFP®, MBA

Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Albion Financial Group

812 East 2100 South
Salt Lake City, UT 84106
(801) 487-3700

Dan Loose

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Medicus Wealth Planning, 699 E. South Temple St
Salt Lake City, UT 84102
(801) 243-0705

Troy W. Knighton

CFP®, CPA/PFS

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Veritas Wealth Management, LLC

2180 S 1300 E, Ste 360
Salt Lake City, UT 84106
(801) 596-9999
CONNECT WITH Troy
  • linkedin link

Terra J. Thurgood

CFP®, CDFA®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

The Martin Worley Group

6965 Union Park Ctr. Suite 420
Cottonwood Heights, UT 84047

The Martin Worley Group

634 S 3000 W
Syracuse, UT 84075
(800) 565-9788
(801) 568-9788
CONNECT WITH Terra
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Clayton Johnson

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Retirement

Fee Only Financial Advisor serving Utah and the surrounding communities.

Squire Wealth Advisors

1329 S. 800 E.
Orem, UT 84097
(801) 494-6081
CONNECT WITH Clayton
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Jeffrey D. Lindsay

CFP®, CRPC

Financial Advisor/Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Peterson Wealth Advisors

360 West 920 North
Orem, UT 84057
(801) 225-0000

Michael Metzger

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Lifepoint Financial Design

159 W. Broadway, Suite 200
Salt Lake City, UT 84101

Lifepoint Financial Design

872 Higuera St.
San Luis Obispo, CA 93401
(801) 341-9156
CONNECT WITH Michael
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CLARK V. TAYLOR

CFP®

Member

Specialties:

Financial Advisor serving Utah and the surrounding communities.

Soltis Investment Advisors

20 N Main St, Ste 400
Saint George, UT 84770-5601
(435) 674-1600

Robert J. Schoonmaker

CFP®, CPA

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Matterhorn Financial Planning LLC

10808 S River Front Parkway #3064
South Jordan, UT 84095

Matterhorn Financial Planning LLC

312 W Center St
Pocatello, ID 83204-3244

Kelly M. Stanley

CFP®, MBA

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Cogent Strategic Wealth

2139 W Cougar Rock Cir, Unit 186
Saint George, UT 84770-7474

Cogent Strategic Wealth

77 W Wacker Dr 45th Fl
Chicago, IL 60601
CONNECT WITH Kelly
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