Best Financial Advisors in Salt Lake City

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Salt Lake City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 50 33 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Wilson Financial Advisors

  • 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