Expertise.com
2024

Last updated:

Best Financial Advisors in Provo

Our Recommended Top 15

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

41

Reviewed

30

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Provo, UT
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Provo, UT

Why choose this provider?

Need help contacting a Financial Advisor in Provo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

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 (1)

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

Why choose this provider?

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.

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.
4.7
Google
4.7 / 5 (15)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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 (5)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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.
4.4
Google
4.4 / 5 (7)

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

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

Why choose this provider?

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.

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
Google
4.7 / 5 (194)
Yelp
2.0 / 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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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 (1)

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

Why choose this provider?

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.

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 (20)

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

Why choose this provider?

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.

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 (13)
Google
5.0 / 5 (8)

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

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

Why choose this provider?

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.

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 (32)
Facebook
5.0 / 5 (7)

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

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

Why choose this provider?

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.

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 (20)
Facebook
5.0 / 5 (8)

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

Why choose this provider?

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.

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

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

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

Why choose this provider?

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.

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 (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

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

Why choose this provider?

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.

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.
4.7
Google
4.7 / 5 (15)

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.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • Under the Tax Cuts and Jobs Act, can there be a difference in the financial situation of people in Provo?

    The Tax Cuts and Jobs Act is a broad tax reform that will increase the income of middle-class families in Provo and throughout Utah. It will also lower the tax liabilities of eligible small business owners through the reduction of around 17% of their business income from their taxes. Additionally, the tax reform eliminates the need for the Alternative Minimum Tax and will simplify itemization on tax returns.

  • Can bonds be better than stocks for an investor in Provo?

    It depends on the Provo investor's risk appetite, but bonds tend to be less volatile than stocks. Bonds are also less risky, can diversify a portfolio, offer protection from market volatility losses, and provide consistent returns throughout the maturity period. Investing experts advise individuals nearing retirement to stay away from stocks and focus on bonds as they tend to produce a more predictable stream of income.

  • Is it possible to invest on your own in Provo?

    The Securities and Exchange Commission advises individuals who are thinking of investing on their own to come up with a plan before starting. Individuals in Provo can do this by assessing their goals, calculating money available for investing, and evaluating their tolerance for risks. Next, they should carefully do some research. They have several options to start with investing whether through online methods, dividend reinvestment plans, and direct investment.

  • Can investing in real estate in Provo be profitable?

    Provo has a lower cost of living compared to other cities in the state, so you can buy properties at a reasonable price and still get a fair return on your investment. The metro also has a higher job rate and is considered one of the fastest-booming areas in the country according to a recent study. Some of the renowned neighborhoods for real estate investment are downtown Provo, the University of Utah's surrounding area, and Spring Creek, the neighborhood with natural scenery.

  • Is there a way for investors in Provo to recover from the market turbulence of 2022?

    Expert advisors from Merrill advise investors to immediately review their portfolios and make preparations for the next decade. They suggest considering high-quality bonds from mortgage-backed securities, U.S. Treasury, and investment-grade corporates. Another important thing to consider is for Provo investors to set their portfolios for the long term and invest in rising industries such as automation, renewable energy, healthcare, and digitization.

  • 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.