Expertise.com

Best Financial Advisors in Salt Lake City

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Salt Lake City, UTSalt Lake City, 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.

Salt Lake City, UTSalt Lake City, 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: --

812 East 2100 South, Salt Lake City, UT 84106
Salt Lake City, UT 84106
Instagram
  • Certified Financial Planner (CFP)

Founded in 1982, Albion Financial Group is an independent investment management and wealth advisory firm serving clients in Salt Lake City. It offers a variety of financial advising and investment management services, including retirement counseling, estate and tax planning, economic analysis, and stock option valuation. Additionally, its advisors can help clients in managing their ESG portfolios. John Bird, company CEO and co-founder, is a member of the National Association of Personal Financial Advisors. He holds designations as a Chartered Financial Analyst and a Certified Financial Planner.

812 East 2100 South, Salt Lake City, UT 84106
Salt Lake City, UT 84106

InstagramWebsite(877) 487-6200

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:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

7 (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: --

257 East 200 South, Salt Lake City, UT 84111
Salt Lake City, UT 84111
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Axex Financial is a Salt Lake City-based consulting and advisory firm that offers financial advice to individuals, families, and businesses. Included in its financial planning services are tax management, estate conservation, retirement strategies, and investment management. The financial planners from this company utilize personalized strategies in order to develop plans that meet their objectives. The firm's advisory services are provided through Royal Alliance Associates, Inc. Axex Financial also offers insurance products, including life, disability, group, and health insurance.

257 East 200 South, Salt Lake City, UT 84111
Salt Lake City, UT 84111

Website(801) 428-1598

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+

299 Main Street, Salt Lake City, UT 84111
Salt Lake City, UT 84111
  • Certified Financial Planner (CFP)

Decker Retirement Planning, Inc. is a financial planning firm that serves clients in Salt Lake City. The firm utilizes mathematical and principle-based approaches in analyzing living expenses and generating income through retirement plans, investment strategies, and Social Security benefits. In addition, it educates clients on their tax rights and recommends strategies to reduce their taxes. CEO Brian Decker has a degree in Finance and Marketing from the University of Washington and has worked in the investment industry since 1986.

299 Main Street, Salt Lake City, UT 84111
Salt Lake City, UT 84111

Website(855) 425-4566

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:

4.2 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Variable (Good)

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

275 East South Temple, Salt Lake City, UT 84111
Salt Lake City, UT 84111
  • Private Wealth Advisor

Iron Gate Global Advisors is a financial planning firm located in Salt Lake City. It provides portfolio management, financial planning, and financial counseling services to its clients. Its financial planning services include estate planning, tax planning, retirement income strategies, and Social Security strategies. Brian Hunsaker, the chief investment officer of Iron Gate Global Advisors, founded the firm in 1999. He is a designated Accredited Asset Management Specialist and has been in the industry for over 25 years.

275 East South Temple, Salt Lake City, UT 84111
Salt Lake City, UT 84111

Website(435) 752-9500

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+

102 South 200 East, Salt Lake City, UT 84111
Salt Lake City, UT 84111
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Smedley Financial Services, Inc. is an independent RIA firm that offers customized financial planning solutions to clients in Salt Lake City. The team of advisors helps clients with financial plans, retirement plans, and income distribution plans that focus on investment time horizon, diversification, and risk tolerance. CEO Roger Smedley is the former president and chairman of the Utah Society of the Institute of Certified Financial Planners. He also served as a National Board Member of the National Institute of Certified Financial Planners.

102 South 200 East, Salt Lake City, UT 84111
Salt Lake City, UT 84111

InstagramWebsite(800) 748-4788

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+

380 North 200 West, Bountiful, UT 84010
Bountiful, UT 84010
  • Private Wealth Advisor
  • Tax Planning

VeraPath is an investment advisory company that works with individuals, businesses, and foundations in Salt Lake City. Included in its range of services is wealth management, which involves assistance in growing clients' assets based on their savings rates, current asset bases, and risk tolerance. Moreover, the financial advisors from this firm provide 401(k) planning and financial education through the firm's blog. Company CEO Kent A. Misener has served as a board member of The Virginia G. Piper Foundation and The Community Foundation of Utah.

380 North 200 West, Bountiful, UT 84010
Bountiful, UT 84010

Website(385) 212-4560

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: --

5296 Commerce Drive, Murray, UT 84107
Murray, UT 84107
  • Certified Financial Planner (CFP)

Wealth Management CPAs is a firm serving Salt Lake City. It helps individuals in growing their assets through a wide range of investments, including retirement accounts, custom investment portfolios, long-term care insurance, life insurance and annuities, and stocks/bonds. Its team is composed of financial advisors, accountants, and lawyers who assist clients in different life events, such as retirement marital status change, death of a loved one, and asset sale or inheritance. One of the firm's CPAs, Robert J. Beck, previously worked in the public accounting field.

5296 Commerce Drive, Murray, UT 84107
Murray, UT 84107

Website(801) 272-4357

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:

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+

111 South Main Street, Salt Lake City, UT 84111
Salt Lake City, UT 84111
  • Certified Financial Planner (CFP)
  • Retirement Planning

Whittenburg Wealth Partners is a family-owned and family-operated financial firm operating in Salt Lake City. Its team consists of financial planners and advisors at local, regional, and national levels that provide clients with financial solutions. Services offered by the firm include financial planning, education funding, multi-generational planning, insurance strategies, and business succession planning. Founder Daniel Whittenburg has 30 years of experience as a financial advisor and is a Certified Financial Planner and an Accredited Investment Fiduciary.

111 South Main Street, Salt Lake City, UT 84111
Salt Lake City, UT 84111

Website(801) 839-7050

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+

230 South 500 East, Salt Lake City, UT 84102
Salt Lake City, UT 84102
  • Estate Planning
  • Certified Financial Planner (CFP)

Wilson Financial Advisors has been catering to clients in Salt Lake City since 1984. It offers a wide range of services, including cash flow, estate, general tax, insurance, and retirement planning. In addition, the firm handles employee benefits, investment advising, and portfolio design. Wilson Financial Advisors is a member of the National Association of Personal Financial Advisors. Kent L. Wilson, the president, is a Certified Financial Planner. He worked in a CPA office for eight years prior to joining the firm.

230 South 500 East, Salt Lake City, UT 84102
Salt Lake City, UT 84102

Website(801) 355-5210

Show Number

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you