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Laurels

Best Financial Advisors in West Valley City
2021

We scored 44 Financial Advisors in West Valley City, UT and Picked the Top 13

Here are the Picks:

Albion Financial Group

Financial Strategies Institute

Jaron H. Poulson

Net Worth Advisory Group

One Financial Advisors

Peak Financial Network Solutions

Presidio Wealth Management

Smedley Financial Services, Inc.

Strategic Financial Partners

VeraPath

Wealth Management CPAs

Whittenburg Wealth Partners

Wilson Financial Advisors

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored West Valley 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 44 31 13

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

Albion Financial Group

  • Estate Planning
  • Tax Planning

Founded in 1982, Albion Financial Group is an independent wealth advisor and investment management firm catering to clients in West Valley City. It offers a range of financial advising and investment management services, including retirement counseling, tax planning, in-house research and trading, and stock option valuation. Its advisors can also help clients in managing their ESG portfolios. Its CEO and co-founder, John Bird, is a member of the National Association of Personal Financial Advisors. He is a Certified Financial Planner and a Chartered Financial Analyst.

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812 East 2100 South
Salt Lake City, UT 84106

Website Instagram

(877) 487-6200 Website

Reputation:A+

More Info

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)

Professionalism: A

More Info

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: --

Financial Strategies Institute

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Financial Strategies Institute is a wealth management and financial advisory firm that serves West Valley City. The independent financial fiduciary specialist has been in the business since 1994 and works with clients across 22 states. To help clients prepare for retirement, it uses a customized roadmap that involves management and planning of the client's income, investment, tax, healthcare, and estate. Its managing partner, SteVan H. Gates, holds a CRPC certification and has 30 years of experience in the industry.

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6955 South Union Park Center
Midvale, UT 84047

Website Instagram

(801) 316-4100 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: Complimentary

Jaron H. Poulson

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Jaron H. Poulson is an independently-owned financial firm that serves clients in West Valley City and its surrounding areas. It provides financial strategies, including financial position assessment, tax analysis, investment management, and insurance analysis for life, disability, and long-term illnesses. It also handles estate and retirement planning matters. Its team consists of its founder and namesake, Jaron Poulson, and its paraplanner, Morgan Barlow. Jaron H. Poulson has been offering financial services for over 20 years.

Click to Call

5505 South 900 East
Salt Lake City, UT 84117

Website

(385) 388-4386 Website

Professionalism: A+

More Info

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+

Net Worth Advisory Group

  • Retirement Planning
  • Private Wealth Advisor
  • Business Tax Preparation
  • Business Formation

Net Worth Advisory Group is a financial planning company based in Sandy that serves clients from West Valley City. Its team of Certified Financial Planners helps people in the local community reach their financial goals through retirement, tax, estate, and educational planning, as well as investment and wealth management services. The team has over 80 years of combined experience in the industry and claims a client retention rate of 99 percent. As of end-2020, it tracked $499 million in total client assets.

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75 West Towne Ridge Parkway
Sandy, UT 84070

Website

(801) 797-2833 Website

Reputation:A+

More Info

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:

5 / 5 (Best)

Total Reviews:

56 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

One Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

One Financial Advisors is a wealth management firm that serves individuals, families, and businesses from West Valley City and the surrounding areas. It assists clients in every aspect of their financial lives through services such as retirement planning, special needs planning, and business planning. The firm also provides investment management services, including tax planning and estate planning. One Financial Advisors supports community organizations such as the Boy Scouts of America, American Red Cross, and Alzheimer’s Association.

Click to Call

1225 Fort Union Boulevard
Midvale, UT 84047

Website

(801) 676-1500 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: $350/hour

Peak Financial Network Solutions

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Peak Financial Network Solutions is a wealth management firm that delivers a proactive approach to financial concepts behind insurance, investment, retirement, estate planning, and asset preservation. Established in 2011, the firm serves clients in West Valley City and throughout 94 current branch locations. Founders Paul Hill and David Pearson are former executives for the Financial Institutions Division (FID) of the Beneficial Financial Group. Hill and Pearson have a collective financial industry experience of over 34 years.

Click to Call

114 West Winchester Street
Murray, UT 84107

Website

(801) 255-7019 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Presidio Wealth Management

  • Retirement Planning
  • Tax Planning

Presidio Wealth Management is a financial advisory firm that has been catering to individuals and businesses in West Valley City and the surrounding areas since 2002. This company offers a wide array of services, such as income needs analysis, investment strategies, legacy planning, and portfolio preparation. Founder Parker Christiansen brings more than 20 years of experience in the financial services industry. He holds a bachelor's degree in Finance and a Professional Plan Consultant designation.

Click to Call

6967 South River Gate Drive
Midvale, UT 84047

Website

(833) 387-7005 Website

Professionalism: A+

More Info

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+

Smedley Financial Services, Inc.

  • Retirement Planning
  • Certified Financial Planner (CFP)

Smelley Financial Services, Inc., is an independent financial planning firm that serves West Valley City. Based in Salt Lake City, the firm provides an array of wealth management services, including retirement planning, lifetime income planning, insurance planning, and investment planning. It also assists clients in 401(k) rollover planning and Social Security planning. Smelley Financial Services has been serving clients since 1982. Company CEO Roger M. Smedley has served as a past national board member of the National Institute of Certified Financial Planners.

Click to Call

102 South 200 East
Salt Lake City, UT 84111

Website Instagram

(800) 748-4788 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Strategic Financial Partners

  • Retirement Planning
  • Certified Financial Planner (CFP)

Strategic Financial Partners provides services to clients in West Valley City. It specializes in financial planning services to help individuals pursue their financial goals and secure their future lifestyles. It also offers business strategy and exit planning for business owners who want to transfer their business to key management or pass it to their children. One of its financial representatives, Dave Rich, has been involved in the investment and insurance industry since 1989.

Click to Call

111 East Broadway
Salt Lake City, UT 84111

Website

(801) 869-1800 Website

Professionalism: A+

More Info

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+

VeraPath

  • Private Wealth Advisor
  • Tax Planning

VeraPath Global Investing, LLC is a registered investment advisor and SEC-registered municipal advisor that has been assisting clients in West Valley City and nearby metros for the past 30 years. The company handles 401(k) plans, wealth management, and tax-exempt bonding. It also maintains a special program for smaller companies to gain the plan advantages often reserved for larger corporations. Kent A. Misener, the company's CEO and a Certified Financial Planner, has been in the financial sector since the 1970s and has managed some $8 billion in assets throughout.

Click to Call

380 North 200 West
Bountiful, UT 84010

Website

(385) 212-4560 Website

Professionalism: A

More Info

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: --

Wealth Management CPAs

  • Estate Planning
  • Tax Planning

Wealth Management CPAs connects the financial advisors and accountants of every client. Since 2010, the investment consulting company has been offering financial consultation, tax savings, and estate planning services. Its team comprises wealth advisors, CPAs, and estate attorneys who utilize a comprehensive approach in dealing with clients' assets. They guide clients in making decisions related to stocks, bonds, 401(k), long-term care insurance, and custom investment portfolios. Wealth Management CPAs works with individuals residing within the West Valley City area.

Click to Call

5296 S. Commerce Drive
Murray, UT 84107

Website

(801) 272-4357 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Whittenburg Wealth Partners

  • Certified Financial Planner (CFP)

Whittenburg Wealth Partners is a family-owned and family-operated financial and wealth preservation firm that serves the residents of West Valley City and the surrounding areas. The firm's comprehensive financial planning services include wealth management, investment planning, retirement income planning, and estate planning. The firm also provides financial services for business owners. Founder Daniel L. Whittenburg has been working in the industry for almost three decades. He serves as treasurer of the Utah Gold Chapter of the Young Presidents' Organization.

Click to Call

111 South Main Street
Salt Lake City, UT 84111

Website

(801) 839-7050 Website

Reputation:A

More Info

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)

Wilson Financial Advisors

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

Established in 1984, Wilson Financial Advisors is an advisory firm serving West Valley City. The firm consists of Certified Financial Planners who offer comprehensive planning services. These services include investment advising and portfolio design; employee benefits; and planning guidance for estate, insurance, tax, and retirement. Kent Wilson, the company president, is a certified public accountant who has been featured in The Wall Street Journal and Smart Money magazine. Moreover, the firm is a member of the National Association of Personal Financial Advisors.

Click to Call

230 South 500 East
Salt Lake City, UT 84102

Website

(801) 355-5210 Website

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