Best Financial Advisors in West Valley City 2022
We scored 44 Financial Advisors in West Valley City and Picked the Top 13
Here are the Picks:
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Albion Financial Group
Financial Strategies Institute
Jaron H. Poulson
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Net Worth Advisory Group
One Financial Advisors
Peak Financial Network Solutions
Presidio Wealth Management
Smedley Financial Services, Inc.
Strategic Financial Partners
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VeraPath
Wealth Management CPAs
Whittenburg Wealth Partners
Wilson Financial Advisors
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Albion Financial Group
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.
Financial Strategies Institute
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.
Jaron H. Poulson
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.
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Net Worth Advisory Group
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.
One Financial Advisors
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.
Peak Financial Network Solutions
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.
Presidio Wealth Management
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.
Smedley Financial Services, Inc.
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.
Strategic Financial Partners
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.
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VeraPath
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.
Wealth Management CPAs
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.
Whittenburg Wealth Partners
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.
Wilson Financial Advisors
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.