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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

Kayla T. Koeber

CFP®

Wealth Management Advisor

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.

Voyager Wealth Advisors Inc

55 North 100 West
Saint George, UT 84770
(435) 319-6190

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

Partner

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-SLO

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

James W. Zeberlein, Jr.

CFP®, MBA

NAPFA Registered Financial Advisor and Financial Planner

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

Fee Only Financial Advisor serving Utah and the surrounding communities.

Medicus Wealth Planning

12176 S. 1000 E., Suite12
Draper, UT 84020
(801) 994-4777

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

Donald J. Shelton

CFP®, APMA®

Financial Advisor

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.

Oquirrh Wealth Advisors

869 Baxter Dr
South Jordan, UT 84095
(888) 221-7613
(801) 984-2711
CONNECT WITH Donald
  • facebook link
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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

352 W Center St
Orem, UT 84057
(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
  • facebook link
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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
  • facebook link
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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

36 S State St, Ste 2600
Salt Lake City, UT 84111
(916) 715-1700
CONNECT WITH Nancy
  • twitter link
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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.

699 E. South Temple St, ste 300
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

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
  • twitter link
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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

James Sweeney

CFA®, CFP®, MBA

Founder and Wealth Advisor

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

Fee Only Financial Advisor serving Utah and the surrounding communities.

SwitchPoint Financial Planning

2901 W Bluegrass Blvd, Ste 200-26
Lehi, UT 84043-4190
(801) 753-8538
CONNECT WITH James
  • facebook link
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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

634 S 3000 W
Syracuse, UT 84075

The Martin Worley Group

6965 Union Park Ctr. Suite 420
Cottonwood Heights, UT 84047
(800) 565-9788
CONNECT WITH Terra
  • facebook link
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