Best Financial Advisors in Layton

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712 E 700 S, Clearfield, UT 84015
Clearfield, UT 84015
  • Certified Financial Planner (CFP)

Brickhouse Financial assists families in and around Layton in organizing their assets and resources. Despite the fact that the organization was founded in 2003, it did not begin delivering financial planning services until 2011. The team's CFPs advise and design investment and wealth creation strategies. They create estate plans, retirement plans, and social security plans, as well as help with debt management. They can also help you find adequate life, health, or disability insurance. Accounting services provided by the agency include business and cash flow planning.

712 E 700 S, Clearfield, UT 84015
Clearfield, UT 84015

Website(801) 820-6495

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2901 West, Bluegrass Blvd, Suite 320, Lehi, UT 84043
Lehi, UT 84043
  • Certified Financial Planner (CFP)

Capstone Partners caters to customers in the Layton metro and the surrounding communities. It offers financial planning services, helping clients maximize their potentials and protect themselves and their loved ones from the unexpected. It provides estate planning, wealth and risk management, and tax strategies. Bryan Andersen, one of the firm's financial services professionals, holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Capstone Partners extends its services to California, Nevada, and the Rocky Mountains.

2901 West, Bluegrass Blvd, Suite 320, Lehi, UT 84043
Lehi, UT 84043

Website(801) 943-6277

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2307 N. Hill Field Rd Suite 104, Layton, UT 84041
Layton, UT 84041
  • Estate Planning

First Command - Layton helps military families achieve financial stability. It provides risk management services, which include comprehensive and personalized financial and investment planning. The company creates strategies to help clients reduce their debt and build their wealth. Its agents also provide asset management and income, education, and retirement planning assistance. In addition, they process different types of protection plans, such as life, long-term care, and disability insurance coverages. First Command has been in the industry for over six decades.

2307 N. Hill Field Rd Suite 104, Layton, UT 84041
Layton, UT 84041

Website(801) 774-5601

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2901 W. Bluegrass Blvd Suite 200, Lehi, UT 84043
Lehi, UT 84043
  • Retirement Planning

Since 2007, Gateway Financial has been assisting clients in Layton with resource management. Its advisors design financial solutions for clients' income, asset allocation, taxation, and estate plans. They assist clients in making informed decisions for growing wealth and protecting assets through a diverse portfolio of insurance and investment solutions. They also provide fiduciary advice on investment management and retirement planning. Chad Nielsen, the company's founder, has been in the financial services industry for over 10 years.

2901 W. Bluegrass Blvd Suite 200, Lehi, UT 84043
Lehi, UT 84043

Website(208) 233-4182

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1366 Legend Hills Drive Suite 150, Clearfield, UT 84015
Clearfield, UT 84015
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Herdt Brinkerhoff is a financial advisory firm that caters to clients in Layton ad nearby metros. It caters to individuals looking to build their wealth, preserve their rights, and protect their families. The company offers financial planning solutions by determining the client's situation, identifying their goals, and understanding their tolerance to risk. Its principal and managing partner, John Brinkerhoff, has been in the industry for over 20 years. He holds various designations, including CFP and ChFC.

1366 Legend Hills Drive Suite 150, Clearfield, UT 84015
Clearfield, UT 84015

Website(801) 820-6689

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

952 Chambers Street Suite #3, South Ogden, UT 84403
South Ogden, UT 84403
  • Certified Financial Planner (CFP)

McGarry Retirement Advisory Group caters to clients in Layton and the surrounding areas. The company serves individuals, retirees, business owners, women investors, and healthcare professionals. It offers a wide selection of services, including financial and retirement planning, asset management, Medicare, social security, and insurance review. These solutions are designed to allow clients to reach their goals while preserving their assets. Its associate, Patrick McGarry, is a Certified Financial Planner. He was featured on the 2021 Forbes Best-in-State Wealth Advisor list.

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

Website(801) 475-6449

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1523 East Skyline Drive Suite C, South Ogden, UT 84405
South Ogden, UT 84405
  • Certified Financial Planner (CFP)

Peterson Wealth Services serves individuals, retirees, and business owners in Layton. The financial advisory firm helps clients preserve assets through retirement, divorce, and estate and trust planning. Its financial planning method involves tax-minimizing strategies, goal-based asset allocation, and succession planning for businesses. Its financial advisors are well-versed in creating divorce settlement proposals that help ensure an equitable division of assets while also safeguarding the client's financial interests. Founder Billy Peterson is a Certified Financial Planner and a Certified Divorce Financial Analyst.

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

Website(801) 475-4002

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2317 North Hill Field Road Suite 102, Layton, UT 84041
Layton, UT 84041
  • Certified Financial Planner (CFP)

Plan 4 Wealth is an advisory firm serving Layton and the surrounding areas. It offers financial planning services for clients preparing for retirement and business succession. With access to a range of investment products, from bonds and stocks to mutual funds and fixed annuities, its team also creates investment portfolios for clients. Other services include insurance needs analysis and estate planning. Plan 4 Wealth is an independent financial planning firm with offices in Layton and Murray.

2317 North Hill Field Road Suite 102, Layton, UT 84041
Layton, UT 84041

Website(801) 773-1644

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

630 N Main Street, Farmington, UT 84025
Farmington, UT 84025
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Rock House Financial serves Layton and its surrounding communities' entrepreneurs, business owners, women, and social influencers. Its advisors create plans for clients' retirement, college funding, tax strategies, and debt reduction based on their goals. Customers' investment portfolios are managed by them, and they are advised on options such as mutual funds, IRAs, and ETFs. The group also assesses and organizes life, disability, and long-term insurance plans. Founder Bob Aamodt, who has been in the industry for over two decades, is a Certified Financial Planner (CFP).

630 N Main Street, Farmington, UT 84025
Farmington, UT 84025

Website(801) 447-4200

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

610 N Kays Drive, Suite 111, Kaysville, UT 84037
Kaysville, UT 84037
  • Chartered Financial Consultant (ChFC)

Thrive Retirement Planning is a fiduciary firm that serves the citizens of Layton and the surrounding areas. It assists clients in developing a retirement plan that encompasses numerous areas such as financial protection, tax reduction, asset growth, and health care. Its financial consultants also walk clients through the whole planning process, from developing tailored investment plans to devising tax-saving methods. In addition, Thrive Retirement Planning has a podcast that covers a broad range of financial subjects, including social security and investment growth.

610 N Kays Drive, Suite 111, Kaysville, UT 84037
Kaysville, UT 84037

Website(801) 810-8434

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

826 West 1840 South Unit D, Syracuse, UT 84075
Syracuse, UT 84075
  • Tax Preparation
  • Tax Planning

Whittenburg Wealth Management caters to the people and families of Layton and nearby areas. The firm develops comprehensive financial plans that address its clients’ long-term goals and needs. It also includes strategies for estates, colleges, taxes, and retirement. In addition, it helps clients choose various insurance policies, such as disability income and life insurance. Firm founder Ralph Allen is a CLU, RICP, and ChFC professional with over 40 years of industry experience. He is a member of the National Association of Insurance and Financial Advisors.

826 West 1840 South Unit D, Syracuse, UT 84075
Syracuse, UT 84075

Website(801) 610-6167

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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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