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Best Financial Advisors in Provo

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Provo, UTProvo, UT

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.

Provo, UTProvo, UT

Website

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: --

1145 S 800 E, Orem, UT 84058
Orem, UT 84058
  • Certified Financial Planner (CFP)

Serving the Provo area, Axio helps individuals gain financial literacy. The firm assists executives and business owners in building their wealth through financial planning. The process comprises an in-depth evaluation of a client’s financial picture to draft a comprehensive road map. It also collaborates with client service, marketing, and operations specialists on matters involving assets protection, tax and estate planning, and charitable giving. Founder and wealth manager Robert Shelton has over 15 years of experience.

1145 S 800 E, Orem, UT 84058
Orem, UT 84058

Website(801) 717-9237

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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:

1 (Good)

Score Consistency:

Consistent (Best)

180 N. University Ave. Suite 150, Provo, UT 84601
Provo, UT 84601
  • Finance Planning
  • Financial Planning

B.O.S.S. is an independent financial services firm serving Provo and the surrounding communities. It offers a wide range of services including tax minimization, risk assessment, retirement income planning, and social security maximization. The financial planning process includes uncovering the client's vision of their ideal retirement, assessing their financial situation, and designing a strategy. The firm's CEO, Tyson Thacker, has an extensive background in banking, mortgage, real estate development, and wealth management strategies. He also shares his finance expertise in ABC's Good 4 Utah.

180 N. University Ave. Suite 150, Provo, UT 84601
Provo, UT 84601

Website(801) 990-5055

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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:

4.6 / 5 ( Best)

Total Reviews:

28 (Best)

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: --

462 East 800, North Orem, UT 84097
North Orem, UT 84097
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

FirstPurpose Wealth is a financial advisory firm that serves Provo and the neighboring communities. It assists individuals, retirees, and business owners in achieving financial security and stability. The firm creates integrated financial plans that include tax planning, investment management, and retirement planning. It partners with other firms, such as Equity Trust Company, Dimensional Fund Advisors, and DFPG Investments, LLC. FirstPurpose Wealth also works with the pre-existing financial advisors of clients. It was established in 2000.

462 East 800, North Orem, UT 84097
North Orem, UT 84097

Website(801) 221-2939

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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:

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+

11550 South 700 East, Suite 100, Draper, UT 84020
Draper, UT 84020
  • Retirement Planning

Foresight Wealth Management offers financial planning to the locals of Provo. The company helps its clients achieve their long-term financial goals via income planning, tax planning, and risk management. It is also able to provide hands-on, customized investment management to services individuals, families, and businesses, operating as a fiduciary to its clients. Adam Nugent founded Foresight Wealth Management with a mission to help its clients improve their standard of living and preserve their wealth for themselves and their future generations.

11550 South 700 East, Suite 100, Draper, UT 84020
Draper, UT 84020

Website(801) 462-2200

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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:

5 / 5 ( Best)

Total Reviews:

16 (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+

11681 S 700 E Suite 200, Draper, UT 84020
Draper, UT 84020
  • Retirement Planning

Founded in 2014, Medicus Wealth Planning is a fiduciary financial firm that serves individuals and businesses in Provo and neighboring areas. It provides tax-efficient financial planning and investment management services for retirees and for those within years of retiring to help them achieve their financial goals. Its financial advisors hold Certified Financial Planner designations. Owner Kevin Michels is also an IRS Enrolled Agent. The firm has appeared on different media outlets like Yahoo Finance, MSN Money, and Utah Business.

11681 S 700 E Suite 200, Draper, UT 84020
Draper, UT 84020

Website(801) 994-4777

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+

1432 East 840 North, Suite 100, Orem, UT 84097
Orem, UT 84097
  • Private Wealth Advisor

Peterson & Assoc. Inc. offers financial advising services to individuals and entities in Provo and surrounding areas. It handles business consulting, tax planning, complete accounting services, and wealth management. It educates the clients about diversities in taxes, investment strategies, and asset classes, such as equities, debts, and alternatives. It also assists clients in preparing income tax returns, processing payroll, and bookkeeping. One of its partners, Layne Peterson, is a certified public accountant who has provided CFO and controller services in the manufacturing, and retail industries.

1432 East 840 North, Suite 100, Orem, UT 84097
Orem, UT 84097

Website(801) 224-7317

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:

4.7 / 5 ( Best)

Total Reviews:

13 (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

2901 W. Bluegrass Blvd, Suite # 200-99, Lehi, UT 84043
Lehi, UT 84043
  • Retirement Planning

ROI Wealth Management is a Utah-based insurance agency that helps individuals in Provo to achieve their personalized financial goals. Under its comprehensive financial planning services, its team deals with clients' cash flow, taxes, family concerns, retirement, and long-term care. The agency's financial planners also consider affairs, including the death of a loved one, while working to protect clients against financial obstacles such as fear and greed. In addition, its staff has over five decades of shared experience in the industry.

2901 W. Bluegrass Blvd, Suite # 200-99, Lehi, UT 84043
Lehi, UT 84043

Website(801) 785-3254

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (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+

1329 South 800 East, Orem, UT 84097
Orem, UT 84097
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Squire Wealth Advisors helps clients in Provo achieve long-term financial wellness. Its advisors manage clients' investment portfolios and plan financial resources for achieving clients' desired retirement lifestyle. They also offer recommendations to help minimize tax burdens and to purchase insurance products to protect their assets from risks. In addition, they guide individuals in education, business, and charitable giving planning. Wayne Barben, a partner in the firm, is a certified public accountant and a Personal Financial Specialist specializing in tax, pension, and retirement planning.

1329 South 800 East, Orem, UT 84097
Orem, UT 84097

Website(801) 226-7722

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)

11576 South State Street, Bldg. 1002, Draper, UT 84020
Draper, UT 84020
  • Retirement Planning

Stonecreek Wealth Advisors is a fiduciary firm that serves families and small businesses in Provo and the surrounding areas. Its financial advisors assist clients in their investment management, retirement planning, and financial planning. They advise individuals who accumulate wealth through inheritance, lotto jackpot, or legal decisions on what to do with their finances. For small businesses, the company provides 401k and cash balance plans. Founder Mark K. Lund is the author of The Effective Investor.

11576 South State Street, Bldg. 1002, Draper, UT 84020
Draper, UT 84020

Website(801) 545-0696

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

2901 W, Bluegrass Blvd Suite 200-26, Lehi, UT 84043
Lehi, UT 84043
  • Certified Financial Planner (CFP)
  • Tax Planning

SwitchPoint Financial Planning is an advisory firm that serves individuals, high-income professionals, and business owners in the Provo metro. It provides wealth management services, guiding clients in securing financial independence through investment strategies. The company helps individuals plan their estate and retirement with the focus on achieving their financial goals. One of its advisors, James Sweeney, is a member of NAPFA. He earned the Chartered Financial Analyst designation from CFA Institute. Sweeney is also a CFP.

2901 W, Bluegrass Blvd Suite 200-26, Lehi, UT 84043
Lehi, UT 84043

Website(801) 753-8538

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

20 (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

5255 N Edgewood Drive, Suite 225, Provo, UT 84604
Provo, UT 84604
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Tax Planning

The Norden Group is a firm in Provo that offers financial solutions such as tax optimization, investment management, estate planning, and asset protection. It serves clients including business owners, retirees, working professionals, and corporations. Using a client-centered approach, the business coordinates closely with clients in the drafting, implementing, and managing of their comprehensive financial roadmaps. Ray Johns, the managing partner of The Norden Group, has almost 20 years of experience in the financial planning industry.

5255 N Edgewood Drive, Suite 225, Provo, UT 84604
Provo, UT 84604

Website(801) 471-0160

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:

4.7 / 5 ( Best)

Total Reviews:

15 (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

821 North 900 West Suite 304, Orem, UT 84057
Orem, UT 84057
  • Certified Financial Planner (CFP)

Timpanogos Financial Advisors serves clients in Provo. It assists individuals in reaching their financial goals through various financial planning services that include cash flow, asset, and debt management. Its financial advisors work with clients in identifying strategies that fit their unique financial situations and objectives. They also provide proactive financial planning services by sharing their insights on current industry developments and emerging trends. Jason F. Payne is a certified financial planner with more than 26 years of industry experience.

821 North 900 West Suite 304, Orem, UT 84057
Orem, UT 84057

Website(801) 607-5670

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:

3 (Good)

Score Consistency:

Consistent (Best)

3325 N. University Ave Build 3 Suite 150, Provo, UT 84604
Provo, UT 84604
  • Retirement Planning
  • Tax Planning

White Cap Wealth Management assists clients in Provo and the neighboring areas handle their finances and maximizing their net worth. Its services, which include assistance in 401(k) asset allocation, caters to various clients, such as early-career professionals, retirees, and divorcees. Its financial advisors treat clients as partners, establish long-term relationships, and offer a personalized approach to individuals depending on their situation. Branch manager David Johnston worked most of his 37 years with Smith Barney and Morgan Stanley.

3325 N. University Ave Build 3 Suite 150, Provo, UT 84604
Provo, UT 84604

Website(801) 804-3405

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+

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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