Best Financial Advisors in Sandy

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Cambridge Financial Group logo

Cambridge Financial Group

6440 S Wasatch Boulevard Suite 150, Salt Lake City, UT 84121
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Cambridge Financial Group assists both individuals and businesses with various financial planning matters in the Sandy metro. The firm helps clients in reaching their financial goals by providing a wide variety of income-oriented services, such as insurance protection, estate conservation, and special needs planning. It also utilizes various financial strategies when it comes to guiding clients in achieving financial wellness. Cambridge Financial Group is affiliated with reputable organizations, like the Utah Development Disabilities Council and the National Association of Insurance and Financial Advisors.

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Capita logo

Capita

9980 S 300 W #140, Sandy, UT 84070
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  • Estate Planning

Capita is a financial planning firm serving individuals, families, and business owners in Sandy and its surrounding areas. It provides a wide range of financial planning solutions, including investing, income planning, estate planning, and charitable giving. Its team of financial advisors, certified public accountants, estate attorneys, and Medicare providers work together in creating plans for achieving comfortable retirements. President Michael Littledike has been working as an investment advisor for over 15 years. The company has handled more than 2,000 accounts.

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Coign Capital Advisors logo

Coign Capital Advisors

12012 S 700 E #100, Draper, UT 84020
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  • Certified Financial Planner (CFP)
  • Financial Planning

Coign Capital Advisors is a wealth management company that caters to Sandy clients. It generates financial plans for individuals and advises on areas like retirement and taxes. The company also deals with business consulting and portfolio management. It has experience guiding clients through the process of putting capital in alternative investments. The company's founding partner, J. Matthew Zundel, has over 25 years of experience in finance. He served as a board member for the Salt Lake City-based software company JANIIS.

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Dentist Advisors logo

Dentist Advisors

879 Baxter Drive, South Jordan, UT 84095
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  • Certified Financial Planner (CFP)
  • Financial Planning

Dentist Advisors is a fiduciary that provides financial planning and investment management services specifically for dentists in Sandy and nearby areas. The firm offers personal financial planning service models for associates and early-career dental clinic owners, established owners, and proprietors of large or multi-location dental clinics. Several dental industry service providers are affiliated with the firm, including Productive Dentist Academy. Founder and CEO Reese Harper is the Dentist Money Show podcast host. He holds a CFP designation.

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Diversify logo

Diversify

9017 S. Riverside Drive Suite 200, Sandy, UT 84070
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  • Certified Financial Planner (CFP)

Diversify provides financial solutions to individuals and families in Sandy and nearby areas. It offers a comprehensive platform of wealth management solutions, as well as investment and insurance products. It handles retirement and estate planning, asset protection, and business continuation plans. The firm follows an independent model that allows its advisors to explore different investment and insurance arenas in creating personalized financial plans. Diversify has been in the industry since 2004. It is affiliated with DFPG Investments, LLC.

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Everspire logo

Everspire

6900 S. 900 E. Suite 200, Midvale, UT 84047
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  • Retirement Planning
  • Financial Planning

Everspire is a financial firm that has been serving clients in the Sandy area since 1953. It provides financial advice for a wide range of areas, including retirement planning, investments, 401Ks, E6 portfolios, 1031 exchanges, and donor-advised funds. Additionally, it works on opportunity zones to assist economically distressed communities with tax benefits and qualified opportunity funds. Its advisors also help find risk scores. Everspire's director of investments, Jason Lindquist, co-founded a start-up investment management firm before joining the team.

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Foresight Wealth Management logo

Foresight Wealth Management

11550 South 700 East, Suite 100, Draper, UT 84020
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  • Certified Financial Planner (CFP)

Foresight Wealth Management caters to individuals, families, and businesses in Sandy and the surrounding areas. It helps clients take charge of their financial future by providing them with a wide range of services, including risk management, investment management, and income, tax, retirement, and social security planning. Its professionals work with customers to determine their goals and help them develop a financial plan that addresses their needs and wants. Chris Light, one of the company's wealth advisors, has earned the CFP and RICP designations.

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Integrated Financial Group logo

Integrated Financial Group

10610 South Jordan Gateway Suite 210, South Jordan, UT 84095
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

The Integrated Financial Group handles the financial planning needs of individuals, families, and businesses around Sandy. It strives to learn about a client's specific plans and needs to create a tailored plan for them. It covers a selection of concerns, including insurances, income tax management, wealth planning, and asset protection. Senior partner and co-founder James F. Davenport is a Certified Financial Planner who has been part of the Top 50 Advisors for Royal Alliance Associates, Inc., from 2013 to 2021.

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Lake Point Advisory Group logo

Lake Point Advisory Group

9075 South 1300 East, Suite 101, Sandy, UT 84094
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  • Financial Planning

Lake Point Advisory Group is a financial services firm that caters to clients in Sandy. It manages financial planning and helps individuals develop strategies to meet retirement and insurance goals. The firm has experience with investment management and constructs diverse portfolios to grow wealth for its clients. It also advises individuals facing issues related to Social Security benefits. The company has been operating for more than 15 years and featured on various media outlets, from FOX and CNN to Kiplinger and Fort Worth Star-Telegram.

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Medicus Wealth Planning logo

Medicus Wealth Planning

11681 S 700 E Suite 200, Draper, UT 84020
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  • Certified Financial Planner (CFP)
  • Financial Planning

Medicus Wealth Planning is a firm serving Sandy and the surrounding communities. It assists retired individuals and those who are approaching retirement with their financial planning and investment management needs. The process includes an initial consultation, data gathering, financial planning, plan presentation, and implementation. Its team of professionals also reviews and updates clients' financial plans and investments. The firm's president, Kevin Michels, is a Certified Financial Planner who has been featured in different publications such as MSN Money, NASDAQ, and Utah Business Magazine.

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Net Worth Advisory Group logo

Net Worth Advisory Group

75 W. Towne Ridge Parkway, Ste. 460, Sandy, UT 84070
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  • Finance Planning

Net Worth Advisory Group is a firm serving Sandy residents. It offers consultation and customized financial planning services involving education, estate, retirement, and tax. Its other services include insurance evaluation and investment and wealth management. The professionals from the company assist clients in managing their finances and constructing investment portfolios that align with their financial goals. Their client base includes affluent individuals and families, business owners, retirees or professionals contemplating retirement, and companies.

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RFK Capital Management logo

RFK Capital Management

9425 South Union Square Suite 102, Sandy, UT 84070
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  • Certified Financial Planner (CFP)
  • Financial Planning

RFK Capital Management is a project-based financial planning firm that serves DIY investors and those that want to become DIY investors in Sandy. Its main service includes financial review. The firm believes that investors can be well served by a one-time financial review or a one-time financial plan. It assists clients in investment management by creating personalized financial plans, cash flow plans, insurance policies reviews, and investment policy statements. Founder Ryan Kelly is a CFP with more than 10 years of experience in investment management.

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Stonecreek Wealth Advisors logo

Stonecreek Wealth Advisors

11650 So. State Street, Suite 360, Draper, UT 84020
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  • Estate Planning

Stonecreek Wealth Advisors serves families and small businesses in and around the Sandy metro area. It offers wealth management services, with its financial professionals helping individuals and families in managing their investment portfolios, implementing tax-reduction strategies in retirement and estate planning, and planning for business succession. For businesses, the firm helps owners and corporate clients develop 401k plans for their employees. Founder Mark K. Lund authored “The Effective Investor,” a book detailing investment strategies outside of the speculative method.

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SwitchPoint Financial Planning logo

SwitchPoint Financial Planning

2901 W Bluegrass Blvd. Suite 200-26, Lehi, UT 84043
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Chartered Financial Analyst (CFA)

SwitchPoint Financial Planning is a retirement planning and investment management firm serving Sandy. Its range of services focuses on financial planning and investment and wealth management. It assists families and individuals in developing tailored plans that help them achieve their financial goals, including developing and implementing an investment policy statement. In addition, it offers charitable gift, college savings, retirement income, and tax planning assistance. Other services include beneficiary, estate, and life insurance review, and social security maximization analysis.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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