Best Financial Advisors in Layton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Layton, UT

Business Description

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Brickhouse Financial logo
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License Verified:

License: 5873549

Investment Adviser Public Disclosure Database, SEC

Brickhouse Financial

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

Business Description

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.

License Verified:

License: 5873549

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Capstone Partners logo
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License Verified:

License: 2144291

Investment Adviser Public Disclosure Database, SEC

Capstone Partners

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

Business Description

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.

License Verified:

License: 2144291

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
First Command - Layton logo
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License Verified:

License: 281958

Investment Adviser Public Disclosure Database, SEC

First Command - Layton

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

Business Description

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.

License Verified:

License: 281958

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Gateway Financial logo
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Gateway Financial

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

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
McGarry Retirement Advisory Group logo
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License Verified:

License: 4134379

Investment Adviser Public Disclosure Database, SEC

McGarry Retirement Advisory Group

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

Business Description

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.

License Verified:

License: 4134379

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.0
Google
4.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Peterson Wealth Services logo
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License Verified:

License: 288620

Investment Adviser Public Disclosure Database, SEC

Peterson Wealth Services

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

Business Description

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.

License Verified:

License: 288620

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (21)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Plan 4 Wealth logo
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Plan 4 Wealth

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Rock House Financial logo
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License Verified:

License: 293909

Investment Adviser Public Disclosure Database, SEC

Rock House Financial

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

Business Description

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).

License Verified:

License: 293909

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Thrive Retirement Planning logo
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Thrive Retirement Planning

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

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Whittenburg Wealth Management logo
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Whittenburg Wealth Management

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

Business Description

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.

Reputation:

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.
5.0
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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