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2024

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Best Financial Advisors in Ogden, UT

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Ogden Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28Reviewed

20Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1935 East Vine Street #120, Salt Lake City, UT 84121

Expertise.com Rating

Why choose this provider?

Serving Ogden, TrueNorth Wealth - Salt Lake, Utah, is a financial firm that specializes in assisting high-net-worth individuals. Its team of financial advisors helps clients manage and distribute their wealth, addressing matters regarding 401k funds, retirement plans, Social Security benefits strategies, and taxes in the process. They also develop retirement plans and build investment portfolios. The company founder, Marty Watkins, is a Certified Financial Planner who oversees more than $430 million in assets for his clients. He has over two decades of industry experience.

  • Estate Planning
  • Financial Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Advisor

11576 S. State Street, Bldg 1002, Ogden, UT 84020
WebsiteLicense: 155300

Expertise.com Rating

Review Sources

Google
5.0 (21)
Facebook
5.0 (7)

Why choose this provider?

Stonecreek Wealth Advisors caters to individuals and businesses in Ogden. It is a fiduciary financial advisory firm led by Mark Lund, who authored the Effective Investor. The company counsels clients on a broad range of matters, from comprehensive financial plans and sudden wealth to 401K and simple IRA plans. It also addresses concerns about retirement income, estate planning, and investment management. Mark Lund holds the Accredited Wealth Management Advisor designation. He has been helping people achieve their financial goals for over 25 years.

  • Retirement Planning
  • Private Wealth Advisor
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Ogden, UT
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

4991 Harrison Boulevard, Ogden, UT 84403

Expertise.com Rating

Review Sources

Google
5.0 (12)
Facebook
5.0 (7)

Why choose this provider?

Ulrich & Associates, PC, is a full-service accounting and tax firm operating in Ogden. It offers a wide range of insurance and investment services including income distribution strategies, wealth transfer, 401(k) rollovers, and estate planning strategies. Its financial advisor, Clark Ulrich, has over 20 years of experience in helping individuals protect their assets for their retirement years. He is an Investment Advisor Representative and a member of the Million Dollar Round Table. The firm also provides accounting and legal services.

952 Chambers Street Suite #3, South Ogden, UT 84403

Expertise.com Rating

Review Sources

Google
4.0 (3)

Why choose this provider?

McGarry Retirement Advisory Group serves clients throughout Ogden and the surrounding areas. It works with clients in understanding their financial goals and needs and provides them with comprehensive financial plans. It offers a wide array of financial planning services, including retirement planning, asset management, multigenerational planning, and tax planning services. The firm also assists clients in matters involving retirement cash flow, Social Security, and Medicare and long-term care planning. Patrick McGarry, president and co-founder, has 20 years of industry experience and is a CFP professional.

  • Retirement Planning

1523 East Skyline Drive Suite C, South Ogden, UT 84405

Expertise.com Rating

Review Sources

Google
5.0 (28)

Why choose this provider?

Peterson Wealth Services is a firm serving Ogden and the surrounding communities. It offers financial planning services to help individuals with their divorce, retirement, and estate and trust. Investment and business services are also available, which involve determining the individual risk tolerance for maximum return and income replacement strategies. The firm's founder, Billy Peterson, is a Certified Financial Planner and a Certified Divorce Financial Analyst who started his financial services career in 1996. He gives back to the community through the Livastride Youth Foundation, which promotes suicide awareness.

  • Retirement Planning

204 25th Street, Ogden, UT 84401

Expertise.com Rating

Why choose this provider?

Von Colln Financial Group is a financial services company serving Ogden. For over 40 years, it has provided a range of services to help clients grow their wealth, including estate conservation, retirement strategies, investment management, and tax planning. It also educates clients on other financial products, such as annuities and insurance. It helps clients navigate the process from assessing their financial picture to establishing their needs, identifying cash flow sources, determining investment allocation, and regularly monitoring its performance.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

2225 Washington Blvd. Suite 150, Ogden, UT 84401

Expertise.com Rating

Review Sources

Google
4.7 (36)

Why choose this provider?

B.O.S.S. Retirement Solutions offers a selection of financial management services for clients in Ogden. It focuses on tax minimization and Social Security maximization, retirement income management, and risk assessment. It helps clients focus on a certain goal, assess their circumstances, and design an appropriate financial strategy. In addition to his work as an investment advisor representative, CEO Tyson Thacker is also a co-host for Retirement Solutions TV on ABC 4 and a frequent guest expert on ABC's Good 4 Utah.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management

630 N Main Street, Farmington, UT 84025

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Rock House Financial offers personalized plans to set finances in place for individuals, families, women, social media influencers, and business owners in Ogden. Its advisors determine the various elements to include in the financial plan, such as retirement income strategies, healthcare planning, and tax strategies. They assist in managing investments by recommending options like mutual funds, IRAs, and bonds. In addition, they evaluate protection requirements of customers, such as disability and life insurance. Founder Bob Aamodt holds a CFP certification.

  • Investment Management
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
TrueNorth Wealth - Salt Lake, Utah
1935 East Vine Street #120, Salt Lake City, UT 84121Free consultation
Stonecreek Wealth Advisors
11576 S. State Street, Bldg 1002, Ogden, UT 84020Schedule an appointmen
SmartAdvisor by SmartAsset
Ogden, UTFree Consultation
Ulrich & Associates, PC
4991 Harrison Boulevard, Ogden, UT 84403
McGarry Retirement Advisory Group
952 Chambers Street Suite #3, South Ogden, UT 84403
Peterson Wealth Services
1523 East Skyline Drive Suite C, South Ogden, UT 84405
Von Colln Financial Group
204 25th Street, Ogden, UT 84401
B.O.S.S. Retirement Solutions
2225 Washington Blvd. Suite 150, Ogden, UT 84401
Rock House Financial
630 N Main Street, Farmington, UT 84025

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What strategies are available to residents in Ogden struggling with multiple debts?

    For Ogden residents grappling with multiple debts, debt consolidation strategies provide relief. They can enroll in debt consolidation programs, which streamline repayments into a single, manageable monthly installment with a reduced interest rate. Alternatively, debt consolidation loans allow individuals to clear numerous high-interest debts using a single, lower-interest loan. Once the high-interest debts are settled, they can focus on repaying new, lower-interest loans, easing financial pressure significantly.

  • What are the benefits of fee-only financial services for residents in Ogden?

    For residents of Ogden, opting for fee-only financial services is advantageous because these services ensure advisors prioritize clients' interests, providing various potential solutions. Advisors receive their remuneration directly from clients through a prearranged method, such as a monthly retainer or a percentage of managed investments, eliminating commission-driven recommendations. Consequently, the alignment of interests between the advisor and the client strengthens the trust in their professional relationship.

  • What types of IRS-approved deductions are available to citizens of Ogden?

    Citizens of Ogden have an array of IRS-approved deductions encompassing business, education, and medical expenses. Eligibility for each deduction varies, requiring careful record-keeping and an understanding of the criteria. To minimize their tax liability, taxpayers in Ogden can apply a portion of their federal deductions to the Utah Taxpayer Tax Credit. Professional advice may be beneficial for optimizing these benefits.

  • What makes annuities a suitable component in long-term financial planning for Ogden citizens?

    Annuities offer a valuable contribution to long-term financial plans for Ogden residents; these insurance contracts provide fixed or variable future payments, offering lifelong income and tax-deferred growth. However, they are less suitable for short-term investments due to potential charges and tax implications. Given the diverse types of annuities, a careful selection process is imperative to align with individual financial needs and goals.

  • What financial strategies should investors in Ogden implement to safeguard their wealth during unstable market periods?

    To maintain asset security amid market fluctuations, investors in Ogden might consider two critical tactics. Primarily, an ample spread of investments in various assets, such as sector-diverse stocks, bonds, and physical assets like properties, is of vital importance. In addition, the scheduled realignment of their investment collection is advised. This might necessitate asset transactions to uphold a proportionate distribution in varying asset categories, consequently managing associated investment perils.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.