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Best Financial Advisors in Sandy

2024

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Providers

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Website
1935 East Vine Street #120, Salt Lake City, UT 84121
  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Investment Advisor
  • Retirement Planning

Why choose this provider?

TrueNorth Wealth is a financial management firm serving clients in Sandy and the neighboring areas. Since its establishment in 2006, the firm has managed over $800 million in client assets. Its financial advisors hold more than 30 years of collective experience, providing financial planning, tax counseling, and investment management services, in addition to 401(k) pensions and profit-sharing plans. They cater to individuals, corporations, institutional clients, and small businesses. Its advisors aim to oversee the management of their clients' assets and wealth distribution.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Sandy, UT
  • Estate Planning
  • Investment Management
  • Financial Planning
  • 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

Website
6440 S Wasatch Boulevard Suite 150, Salt Lake City, UT 84121

Why choose this provider?

Cambridge Financial Group assists both individuals and businesses with various financial planning matters in the Sandy metro. The firm helps clients in reaching their financial goals by providing a wide variety of income-oriented services, such as insurance protection, estate conservation, and special needs planning. It also utilizes various financial strategies when it comes to guiding clients in achieving financial wellness. Cambridge Financial Group is affiliated with reputable organizations, like the Utah Development Disabilities Council and 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
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6900 S. 900 E. Suite 200, Midvale, UT 84047
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Everspire is a financial firm that has been serving clients in the Sandy area since 1953. It provides financial advice for a wide range of areas, including retirement planning, investments, 401Ks, E6 portfolios, 1031 exchanges, and donor-advised funds. Additionally, it works on opportunity zones to assist economically distressed communities with tax benefits and qualified opportunity funds. Its advisors also help find risk scores. Everspire's director of investments, Jason Lindquist, co-founded a start-up investment management firm before joining the team.

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.
4.9
Google
4.9 / 5 (29)
Yelp
5.0 / 5 (1)

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
10610 South Jordan Gateway Suite 210, South Jordan, UT 84095
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

The Integrated Financial Group handles the financial planning needs of individuals, families, and businesses around Sandy. It strives to learn about a client's specific plans and needs to create a tailored plan for them. It covers a selection of concerns, including insurances, income tax management, wealth planning, and asset protection. Senior partner and co-founder James F. Davenport is a Certified Financial Planner who has been part of the Top 50 Advisors for Royal Alliance Associates, Inc., from 2013 to 2021.

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.
4.9

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
2901 W Bluegrass Blvd. Suite 200-26, Lehi, UT 84043
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Why choose this provider?

SwitchPoint Financial Planning is a retirement planning and investment management firm serving Sandy. Its range of services focuses on financial planning and investment and wealth management. It assists families and individuals in developing tailored plans that help them achieve their financial goals, including developing and implementing an investment policy statement. In addition, it offers charitable gift, college savings, retirement income, and tax planning assistance. Other services include beneficiary, estate, and life insurance review, and social security maximization analysis.

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 (8)
Yelp
5.0 / 5 (1)

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
75 W. Towne Ridge Parkway, Ste. 460, Sandy, UT 84070
  • Finance Planning

Why choose this provider?

Net Worth Advisory Group is a firm serving Sandy residents. It offers consultation and customized financial planning services involving education, estate, retirement, and tax. Its other services include insurance evaluation and investment and wealth management. The professionals from the company assist clients in managing their finances and constructing investment portfolios that align with their financial goals. Their client base includes affluent individuals and families, business owners, retirees or professionals contemplating retirement, and companies.

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 (51)
Facebook
5.0 / 5 (12)

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
9425 South Union Square Suite 102, Sandy, UT 84070
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

RFK Capital Management is a project-based financial planning firm that serves DIY investors and those that want to become DIY investors in Sandy. Its main service includes financial review. The firm believes that investors can be well served by a one-time financial review or a one-time financial plan. It assists clients in investment management by creating personalized financial plans, cash flow plans, insurance policies reviews, and investment policy statements. Founder Ryan Kelly is a CFP with more than 10 years of experience in investment management.

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
9017 S. Riverside Drive Suite 200, Sandy, UT 84070
  • Certified Financial Planner (CFP)

Why choose this provider?

Diversify provides financial solutions to individuals and families in Sandy and nearby areas. It offers a comprehensive platform of wealth management solutions, as well as investment and insurance products. It handles retirement and estate planning, asset protection, and business continuation plans. The firm follows an independent model that allows its advisors to explore different investment and insurance arenas in creating personalized financial plans. Diversify has been in the industry since 2004. It is affiliated with DFPG Investments, LLC.

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
4.6 / 5 (14)

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
11681 S 700 E Suite 200, Draper, UT 84020
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Medicus Wealth Planning is a firm serving Sandy and the surrounding communities. It assists retired individuals and those who are approaching retirement with their financial planning and investment management needs. The process includes an initial consultation, data gathering, financial planning, plan presentation, and implementation. Its team of professionals also reviews and updates clients' financial plans and investments. The firm's president, Kevin Michels, is a Certified Financial Planner who has been featured in different publications such as MSN Money, NASDAQ, and Utah Business Magazine.

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 (29)
Facebook
5.0 / 5 (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

Website
11650 So. State Street, Suite 360, Draper, UT 84020
  • Estate Planning

Why choose this provider?

Stonecreek Wealth Advisors serves families and small businesses in and around the Sandy metro area. It offers wealth management services, with its financial professionals helping individuals and families in managing their investment portfolios, implementing tax-reduction strategies in retirement and estate planning, and planning for business succession. For businesses, the firm helps owners and corporate clients develop 401k plans for their employees. Founder Mark K. Lund authored “The Effective Investor,” a book detailing investment strategies outside of the speculative method.

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 (7)

Website
9980 S 300 W #140, Sandy, UT 84070
  • Estate Planning

Why choose this provider?

Capita is a financial planning firm serving individuals, families, and business owners in Sandy and its surrounding areas. It provides a wide range of financial planning solutions, including investing, income planning, estate planning, and charitable giving. Its team of financial advisors, certified public accountants, estate attorneys, and Medicare providers work together in creating plans for achieving comfortable retirements. President Michael Littledike has been working as an investment advisor for over 15 years. The company has handled more than 2,000 accounts.

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 (16)

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
879 Baxter Drive, South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Dentist Advisors is a fiduciary that provides financial planning and investment management services specifically for dentists in Sandy and nearby areas. The firm offers personal financial planning service models for associates and early-career dental clinic owners, established owners, and proprietors of large or multi-location dental clinics. Several dental industry service providers are affiliated with the firm, including Productive Dentist Academy. Founder and CEO Reese Harper is the Dentist Money Show podcast host. He holds a CFP designation.

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.
4.5

Website
12012 S 700 E #100, Draper, UT 84020
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Coign Capital Advisors is a wealth management company that caters to Sandy clients. It generates financial plans for individuals and advises on areas like retirement and taxes. The company also deals with business consulting and portfolio management. It has experience guiding clients through the process of putting capital in alternative investments. The company's founding partner, J. Matthew Zundel, has over 25 years of experience in finance. He served as a board member for the Salt Lake City-based software company JANIIS.

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 (17)

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
11550 South 700 East, Suite 100, Draper, UT 84020
  • Certified Financial Planner (CFP)

Why choose this provider?

Foresight Wealth Management caters to individuals, families, and businesses in Sandy and the surrounding areas. It helps clients take charge of their financial future by providing them with a wide range of services, including risk management, investment management, and income, tax, retirement, and social security planning. Its professionals work with customers to determine their goals and help them develop a financial plan that addresses their needs and wants. Chris Light, one of the company's wealth advisors, has earned the CFP and RICP designations.

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

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.

  • What are the main sources of retirement funds for Sandy residents?

    There are two primary sources of retirement funds for individuals in Sandy: non-investment sources and investment sources. Non-investment sources encompass pensions, salaries, social security benefits, and income from businesses or real estate. On the other hand, investment income sources include bond coupons, stock dividends, and tangible assets such as rental properties.

  • What is the difference between financial advisors and asset managers in Sandy?

    Financial advisors and asset managers in Sandy have different roles. Asset managers focus on directly handling investments, especially for high-net-worth individuals and pension plans. On the other hand, financial advisors have a broader range of services, including investment guidance, retirement planning, stock options, family financial planning, and other wealth-related goals.

  • In Sandy, how do you differentiate fee-only financial advisors from fee-based ones?

    You can easily differentiate a fee-only financial advisor from a fee-based one in Sandy by how they are paid. Fee-only financial advisors are paid only by their clients and do not receive commissions from product sales. They are mandated to always act in their client's best interests. Fee-based financial advisors, however, can receive fees from clients and commissions from product sales. They may sometimes be obligated to prioritize their client's best interests.

  • What are the critical questions to ask a financial advisor in Sandy?

    When acquiring a financial advisor in Sandy, it is crucial to inquire about several vital aspects to get a suitable match. These critical questions should focus on their qualifications, planning and investment philosophy, fees, types of clients they serve, and offered service. By posing these inquiries, individuals can effectively assess advisors based on their credentials, approach, fees, and compatibility with their specific financial objectives.

  • What are the types of annuities in Sandy?

    You can choose from three types of annuities in Sandy: fixed, variable, and income annuities. Fixed annuities offer a guaranteed interest rate, variable annuities allow for performance-based investment, and income annuities provide a predictable income stream. Remember that the fee structures and guarantees vary depending on your chosen insurance company.

  • 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.