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Best Financial Advisors in West Jordan

2023

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Website
10808 S Riverfront Pkwy, Suite 351, South Jordan, UT 84095
  • Private Wealth Advisor

Why choose this provider?

JRS Wealth Management is a Registered Investment Advisor and a fiduciary firm that serves clients in West Jordan. Since 2002, it has been offering various wealth management services, including financial, retirement, and risk management planning. Focused on helping clients achieve their financial goals, the firm's advisors provide advice on effective investment strategies. They also provide assistance in business succession, asset protection, estate planning, Medicare, and pension options. One of its advisors, Jeffrey Segelke, has earned the ChFC 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.
4.0

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
489 W. South Jordan Pkwy #310, South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Divergent Wealth is an independent financial advisory firm that aims to serve as a long-term partner to clients in West Jordan. It conducts ongoing, custom, and interactive financial planning sessions facilitated by relationship managers. The firm helps create investment strategies that take advantage of market volatility. Additionally, it assists with estate planning, comprehensive tax planning, and legal fiduciary solutions. Divergent Wealth was co-founded by Rick Collins, a Certified Financial Planner who has been in the industry since 1993.

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
1802 W South Jordan Parkway, Suite 130, South Jordan, UT 84095
  • Retirement Planning

Why choose this provider?

Lift Financial is an independent firm serving clients in West Jordan. It assists clients in reaching their financial goals through financial planning, investment management, and retirement planning. Its financial advisors have more than 100 years of combined industry experience. They educate clients on financial management, analyze their needs and goals, and recommend investment strategies that meet their risk tolerance. Lift Financial has been assisting individuals in preparing for their financial futures since 2000. It has been featured on Forbes and MSN Money for its financial insights.

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 (33)

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
5959 South Redwood Road Suite 303, Taylorsville, UT 84123
  • Retirement Planning

Why choose this provider?

Butler Financial Advisors has been providing assistance to clients in the West Jordan area since 2008. Its team helps individuals and families manage their finances for short-term and long-term expenses. It also assists people with creating retirement plans that provide a stable and sustainable income for their golden years. In addition, the firm works with businesses for employee benefits and accounting services. Founder Russell Butler is a Chartered Financial Consultant with more than 15 years of investment 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)

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
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Foresight Wealth Management is a firm serving the West Jordan area. Its financial advisors assist clients in achieving their retirement goals by building income plans and creating the correct financial plan that suits their specific needs. The company's investment team also manages taxes before and after retirement. The firm invests on behalf of its clients to seek growth, manage risk, and preserve wealth through its wealth management solutions. The company is a Registered Investment Advisory (RIA) firm of the Securities and Exchange Commission.

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 (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
6900 S. 900 E. Suite 200, Midvale, UT 84047
  • Certified Financial Planner (CFP)

Why choose this provider?

Everspire is an enterprise that advises clients residing in West Jordan on their financial decisions. It is a fiduciary entity that offers an array of wealth management solutions covering retirement, investment, and risk minimization. Director of investments Jason Lindquist has been giving wealth management advice for over ten years. In addition to optimizing the firm's investment models, he assists clients with varied and complex circumstances, including those with cross-border interests and assets abroad under different tax laws.

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)

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
879 Baxter Drive, South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Why choose this provider?

Dentist Advisors is a fiduciary firm that serves clients in West Jordan who need financial guidance. Its financial advisors help dentists organize their financial life and wealth strategies by providing tips and solutions involving real estate purchases, estate plan restructuring, and college plan funding. They assist with clients' retirement planning using various vehicles like 401(k)s, profit-sharing plans, and IRAs. Dentist Advisors also provides assistance with insurance evaluations and policy selections. It conducts webinars to reach more individuals who are interested in financial 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.
4.6

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

Why choose this provider?

Diversify is a company that provides financial advice to individuals in West Jordan. It provides a wide range of investment, insurance, and wealth management services. With the expertise of its financial advisers in a broad variety of industries, consumers can have access to customized financial advice. Dan Luke and Ryan Smith, both Certified Financial Planners, co-founded Diversify in 2004. The company has received the MWCN Utah 100 award for five years, which honors Utah's 100 fastest-growing firms.

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
10610 South Jordan Gateway, South Jordan, UT 84095
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Integrated Financial Group counsels residents of West Jordan on the appropriate ways to manage money. The business assists clients in accumulating and saving their income. Services include wealth management, asset protection, tax minimization strategies, and family bank strategies. Its team explains every customer's options to let them make informed decisions. The firm was founded in 2007. Co-founder James F. Davenport has over 20 years of experience working with families and businesses. He was certified as a financial planner in 2004.

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 (40)

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
75 West Towne Ridge Parkway, Sandy, UT 84070
  • Certified Financial Planner (CFP)

Why choose this provider?

Net Worth Advisory Group is a Sandy-based financial planning firm that serves individuals and businesses throughout West Jordan. It provides assistance in retirement planning, investment management, tax planning, estate planning, and insurance evaluation. Additionally, it offers education planning and wealth management services. Net Worth Advisory Group has a collective industry experience of 80 years, with around $499 million of total client assets managed. Ray E. LeVitre, the president and founder of the firm, is the author of 20 Retirement Decisions You Need to Make Right Now.

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 (54)
Facebook
5.0 / 5 (2)

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
7440 Creek Road Suite 444, Sandy, UT 84093
  • Certified Financial Planner (CFP)

Why choose this provider?

Trek Financial provides financial guidance to clients in the West Jordan metro. The firm helps clients plan their finances by educating and developing financial strategies according to their personal goals. Its services include retirement planning, business planning, investment strategies, and financial planning. These techniques allow clients to attain financial independence and security for their future. One of the firm's financial advisors, Josh Hardman, has been helping clients manage their wealth since 2012.

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 (3)

Website
1225 E. Fort Union Blvd. Suite 350, Cottonwood Heights, UT 84047
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Serving the West Jordan metro, One Financial Advisors helps individuals, families, and businesses to realize their financial goals. It guides clients in areas such as managing their personal affairs and protecting their families from financial consequences following the death of a loved one. Using a macro-economic process, the firm assists in mapping a strategy that can grow the clients' finances while securing their future. In addition, Max Coulliette, the president, has more than three decades of experience in retirement security and financial protection matters.

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 (2)

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 is the difference between an accountant and a financial advisor in managing finances in West Jordan?

    Although accountants and financial advisors both manage their clients' finances in West Jordan, there are distinct distinctions between the two. Accountants are primarily concerned with tax preparation, planning, and recordkeeping. On the other hand, financial advisors manage finances using a holistic approach and offer guidance on various financial aspects for long-term goals.

  • What is the average fee for a financial advisor in West Jordan?

    The amount a financial advisor charges a client in West Jordan is determined by a variety of factors, including the individual's financial situation, the advisor's years of experience, and their fee structure. A financial advisor's annual salary in West Jordan, on the other hand, ranges from $54,196 to $70,703. A financial advisor consultation will help you determine how much their services will cost.

  • How can a West Jordan financial advisor assist you with retirement planning?

    A financial advisor in West Jordan will assess your current financial situation by looking at your expenses, assets, and liabilities. You can also talk to them about the lifestyle you want to have when you retire. Taxes, inflation, and market performance can all be monitored by financial advisors to ensure that you meet your current and future financial goals.

  • What are the common fee structures employed by financial advisors in West Jordan?

    Financial advisors in West Jordan usually employ various payment fee structures to meet their client's financial situations. However, there are three common fee structures used by financial advisors, and they are the following:

    • Commission-Based - financial advisors earn a percentage from the value of the financial products they sell or recommend to their clients.
    • Fee-Only - hourly rate or a fixed fee for specific financial planning tasks.
    • Fee-Based - is a combination of commission-based and fee-only payment structures.
  • What are the main responsibilities of a financial advisor in West Jordan?

    Financial advisors in West Jordan are primarily responsible for assisting business owners, families, and individuals in managing their funds and achieving their current and future financial goals. Financial advisors are responsible for a variety of tasks, including goal setting, risk and investment management, market monitoring, tax liability minimization, and financial assessment and planning.

  • 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.