Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in West Valley City, UT

Our Recommended Top 12

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 West Valley City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

43Reviewed

30Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

6967 South River Gate Drive, Midvale, UT 84047

Expertise.com Rating

Why choose this provider?

Presidio Wealth Management is a financial advisory firm that has been catering to individuals and businesses in West Valley City and the surrounding areas since 2002. This company offers a wide array of services, such as income needs analysis, investment strategies, legacy planning, and portfolio preparation. Founder Parker Christiansen brings more than 20 years of experience in the financial services industry. He holds a bachelor's degree in Finance and a Professional Plan Consultant designation.

  • Retirement Planning
  • Tax Planning

102 South 200 East, Salt Lake City, UT 84111

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Smelley Financial Services, Inc., is an independent financial planning firm that serves West Valley City. Based in Salt Lake City, the firm provides an array of wealth management services, including retirement planning, lifetime income planning, insurance planning, and investment planning. It also assists clients in 401(k) rollover planning and Social Security planning. Smelley Financial Services has been serving clients since 1982. Company CEO Roger M. Smedley has served as a past national board member of the National Institute of Certified Financial Planners.

  • Certified Financial Planner (CFP)
  • Retirement Planning

114 West Winchester Street, Murray, UT 84107

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Peak Financial Network Solutions is a wealth management firm that delivers a proactive approach to financial concepts behind insurance, investment, retirement, estate planning, and asset preservation. Established in 2011, the firm serves clients in West Valley City and throughout 94 current branch locations. Founders Paul Hill and David Pearson are former executives for the Financial Institutions Division (FID) of the Beneficial Financial Group. Hill and Pearson have a collective financial industry experience of over 34 years.

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

6955 South Union Park Center, Midvale, UT 84047

Expertise.com Rating

Review Sources

Google
5.0 (13)

Why choose this provider?

Financial Strategies Institute is a wealth management and financial advisory firm that serves West Valley City. The independent financial fiduciary specialist has been in the business since 1994 and works with clients across 22 states. To help clients prepare for retirement, it uses a customized roadmap that involves management and planning of the client's income, investment, tax, healthcare, and estate. Its managing partner, SteVan H. Gates, holds a CRPC certification and has 30 years of experience in the industry.

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

380 North 200 West, Bountiful, UT 84010

Expertise.com Rating

Why choose this provider?

VeraPath Global Investing, LLC is a registered investment advisor and SEC-registered municipal advisor that has been assisting clients in West Valley City and nearby metros for the past 30 years. The company handles 401(k) plans, wealth management, and tax-exempt bonding. It also maintains a special program for smaller companies to gain the plan advantages often reserved for larger corporations. Kent A. Misener, the company's CEO and a Certified Financial Planner, has been in the financial sector since the 1970s and has managed some $8 billion in assets throughout.

  • Private Wealth Advisor
  • Tax Planning

111 South Main Street, Salt Lake City, UT 84111

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Whittenburg Wealth Partners is a family-owned and family-operated financial and wealth preservation firm that serves the residents of West Valley City and the surrounding areas. The firm's comprehensive financial planning services include wealth management, investment planning, retirement income planning, and estate planning. The firm also provides financial services for business owners. Founder Daniel L. Whittenburg has been working in the industry for almost three decades. He serves as treasurer of the Utah Gold Chapter of the Young Presidents' Organization.

  • Certified Financial Planner (CFP)

111 East Broadway, Salt Lake City, UT 84111

Expertise.com Rating

Why choose this provider?

Strategic Financial Partners provides services to clients in West Valley City. It specializes in financial planning services to help individuals pursue their financial goals and secure their future lifestyles. It also offers business strategy and exit planning for business owners who want to transfer their business to key management or pass it to their children. One of its financial representatives, Dave Rich, has been involved in the investment and insurance industry since 1989.

  • Certified Financial Planner (CFP)
  • Retirement Planning

75 West Towne Ridge Parkway, Sandy, UT 84070

Expertise.com Rating

Review Sources

Google
5.0 (51)
Facebook
5.0 (10)

Why choose this provider?

Net Worth Advisory Group is a financial planning company based in Sandy that serves clients from West Valley City. Its team of Certified Financial Planners helps people in the local community reach their financial goals through retirement, tax, estate, and educational planning, as well as investment and wealth management services. The team has over 80 years of combined experience in the industry and claims a client retention rate of 99 percent. As of end-2020, it tracked $499 million in total client assets.

  • Private Wealth Advisor
  • Retirement Planning
  • Business Formation

812 East 2100 South, Salt Lake City, UT 84106

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Founded in 1982, Albion Financial Group is an independent wealth advisor and investment management firm catering to clients in West Valley City. It offers a range of financial advising and investment management services, including retirement counseling, tax planning, in-house research and trading, and stock option valuation. Its advisors can also help clients in managing their ESG portfolios. Its CEO and co-founder, John Bird, is a member of the National Association of Personal Financial Advisors. He is a Certified Financial Planner and a Chartered Financial Analyst.

  • Estate Planning
  • Tax Planning

230 South 500 East, Salt Lake City, UT 84102

Expertise.com Rating

Why choose this provider?

Established in 1984, Wilson Financial Advisors is an advisory firm serving West Valley City. The firm consists of Certified Financial Planners who offer comprehensive planning services. These services include investment advising and portfolio design; employee benefits; and planning guidance for estate, insurance, tax, and retirement. Kent Wilson, the company president, is a certified public accountant who has been featured in The Wall Street Journal and Smart Money magazine. Moreover, the firm is a member of the National Association of Personal Financial Advisors.

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

1225 Fort Union Boulevard, Midvale, UT 84047

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

One Financial Advisors is a wealth management firm that serves individuals, families, and businesses from West Valley City and the surrounding areas. It assists clients in every aspect of their financial lives through services such as retirement planning, special needs planning, and business planning. The firm also provides investment management services, including tax planning and estate planning. One Financial Advisors supports community organizations such as the Boy Scouts of America, American Red Cross, and Alzheimer’s Association.

  • Certified Financial Planner (CFP)
  • Retirement Planning

5505 South 900 East, Salt Lake City, UT 84117

Expertise.com Rating

Why choose this provider?

Jaron H. Poulson is an independently-owned financial firm that serves clients in West Valley City and its surrounding areas. It provides financial strategies, including financial position assessment, tax analysis, investment management, and insurance analysis for life, disability, and long-term illnesses. It also handles estate and retirement planning matters. Its team consists of its founder and namesake, Jaron Poulson, and its paraplanner, Morgan Barlow. Jaron H. Poulson has been offering financial services for over 20 years.

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

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Presidio Wealth Management
6967 South River Gate Drive, Midvale, UT 84047
Smedley Financial Services, Inc.
102 South 200 East, Salt Lake City, UT 84111
Peak Financial Network Solutions
114 West Winchester Street, Murray, UT 84107
Financial Strategies Institute
6955 South Union Park Center, Midvale, UT 84047
VeraPath
380 North 200 West, Bountiful, UT 84010
Whittenburg Wealth Partners
111 South Main Street, Salt Lake City, UT 84111
Strategic Financial Partners
111 East Broadway, Salt Lake City, UT 84111
Net Worth Advisory Group
75 West Towne Ridge Parkway, Sandy, UT 84070
Albion Financial Group
812 East 2100 South, Salt Lake City, UT 84106
Wilson Financial Advisors
230 South 500 East, Salt Lake City, UT 84102
One Financial Advisors
1225 Fort Union Boulevard, Midvale, UT 84047
Jaron H. Poulson
5505 South 900 East, Salt Lake City, UT 84117

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 does the term "alternative investment" refer to in West Valley City?

    An alternative investment in West Valley City refers to a financial asset that doesn't fit into traditional categories like bonds or stocks. Alternative investments, in contrast to traditional investments, typically come with less regulation and may not require SEC registration. However, they pose higher risks and are often available only to accredited investors due to their complexity and reduced regulation.

  • What are the different kinds of alternative investments in West Valley City?

    The various types of alternative investments in West Valley City are:

    • Real estate: Encompasses real estate development firms, undeveloped land, rental properties, pre-construction investments, and more.
    • Private equity: Direct investment in non-publicly traded companies, typically requiring a huge investment.
    • Commodities: Financial investments in raw materials like energy, agricultural products, and metals.
    • Hedge funds: Privately managed financial pools that operate under fewer limitations, allowing for investment in more complex deals.
    • Crowdfunding: Involves collecting funds from individuals to finance new business ventures.
  • What is a health savings account in West Valley City?

    A Health Savings Account in West Valley City assists with medical bills while also offering tax advantages. An HSA functions as an investment account where you can contribute pre-tax funds. You have the choice to invest, use the money to cover eligible medical costs, or save it. Prioritizing an HSA is strongly advised if you want to save money on taxes.

  • Can you set up a Roth IRA for your teenage daughter in West Valley City?

    Yes. You can create a Roth IRA in West Valley City for your teenage daughter if she has a source of income. For instance, if your daughter has earned $6,500 from a summer job, you can open an account with a maximum contribution of $6,500 that is capped at her salary. Remember that your annual gift tax exclusion of $17,000 ($34,000 for married couples) may apply to the funds you contribute to the Roth IRA.

  • What are the advantages of utilizing Qualified Charitable Distributions in West Valley City?

    Utilizing Qualified Charitable Distributions in West Valley City offers numerous advantages, including:

    • The accumulated compound interest in your IRA remains untaxed over time.
    • Donating funds directly to a charity through a QCD from your IRA exempts them from taxation.
    • QCDs can be utilized to fulfill required minimum distribution (RMD) requirements.
    • When you make contributions to an IRA or 401(k), you are not obliged to pay income tax on those funds.
  • 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.