Financial Advisors in Cottonwood Heights, Utah (Salt Lake County)

Whether you’ve worked with previous professionals to develop a financial plan or you’re looking to build your first one, we can help. Glide Financial focuses on personalized financial planning. Everyone has different dreams, values and goals as they near retirement. That’s why we don’t take a one-size-fits-all approach to assessing your finances. Instead, we approach your financial plan based on your unique financial standings and needs. We’ll discuss the investment options that may be best for you based on your risk tolerance and personal goals as you head toward retirement. With a special focus on risk management, your advisor will work closely with you to analyze your current portfolio and suggest better solutions to benefit your income needs. We pride ourselves in delivering high quality service to each of our clients. When you choose Glide Financial Group, you can expect to work with a professional who understands how important your dreams are. Don’t wait! Call Glide Financial Group today or visit us online at www.glidefg.com/ to start building your individualized plan.... See More

David Swapp, BS, CFP, MBA
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Net Worth Advisory Group, LLC, is an independent, FEE-ONLY (no commissions), investment advisory firm specializing in helping people prepare for, and transition into, retirement. We wrote the book on retirement (The Retiring Boomer's Financial Handbook). We provide clients with ongoing financial planning and investment management services governed by a strict adherence to four fundamental rules that we believe all investors should follow as they pursue financial success:Work with a fee-only Certified Financial Planner™ (CFP).Develop a written comprehensive financial plan and review it with your advisor every six months.Create an investment policy statement to act as a framework for making initial and ongoing investment decisions.Purchase only low-expense, no-load financial products (mutual funds, annuities, and life insurance).
We believe our success is measured by your success. If you succeed, we succeed... See More

Neil Mahoney, CFP
ABW Advisors specializes in helping people express their generosity-whether by sharing time, talents or treasure-to build a better world in their own unique way. “ABW” stands for “A Better World,” which is what we believe our clients will build by aligning their resources with their values.

For clients who prefer to take a proactive approach to philanthropy, we offer expanded charitable giving services designed to integrate with your wealth management plan and help you address five basic questions with respect to your philanthropy.

Everyone creates and leaves a legacy (an impact on others), whether intentionally or not. ABW's legacy building services are designed to help you intentionally build, share and protect your ideal personal legacy. We believe that by helping you in this way, we can make a more meaningful difference in your life.

We want to help you, regardless of charitable intent or interest in legacy, to have a greater sense of purpose and control with your money so that you can make the most of what you have and enjoy life on your terms. With a clear understanding of your values and goals we provide the guidance and encouragement that lead to greater confidence, security and peace of mind.

And because we get as much satisfaction helping a client at the beginning of the journey as we get from helping a client preserve a large nest egg we offer a service called OnTrack, which has no minimum fee or portfolio requirements, for people in the early stages of wealth building.

Want to learn more? Contact us to setup a 10-15 minute Discovery Call to chat about your needs and questions. This call will help both of us decide if it makes sense to take the next steps in establishing a working relationship.... See More

Tencap Wealth Coaching is an independent investment advisory firm founded on investment principles supported by Nobel Prize-winning research and philosophies. Tencap works in a fiduciary capacity with all clients.

Kevin Michels, CFP
Medicus Wealth Planning is a comprehensive fee-only financial planning firm. We focus on a dynamic financial planning process to ensure our clients meet their short and long term goals. - Each client has a financial plan that includes an analysis and recommendations on cash-flow management, risk management, investment portfolio design, retirement planning, college planning, tax and estate planning. - We design our client's investment portfolios using low-cost investment such as ETF's, index mutual funds, and individual stocks. - We meet with clients every 6 months to review and update their financial plan, track their progress, and to review and re-balance their investment accounts. Our main goal is to provide peace of mind to each client through a systematic process that ensures they are always invested correctly and on track to meet their desired lifestyle.... See More

Paul Winter is a Salt Lake City, UT fee-only financial planner. The firm he founded, Five Seasons Financial Planning, provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paul Winter is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

James Zeberlein, CFP, MBA
At Z Financial Planning, LLC we specialize in helping people through the process of financial independence and retirement. If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you some type of financial product. Regardless of how much money you have, we can help you address your financial concerns. I have over 30 years experience in finance and personal financial planning including retirement planning, insurance, investments and investment management for individuals and irrevocable trusts, estate planning, disability planning, and trust services. I'm at my best when I have the chance to provide comprehensive planning to my clients but I will deliver hourly or project oriented planning or investment management services. I'd welcome the chance to speak with you about what you are looking for and see if I may be able to help.... See More

Jeffrey Bland
Burrus Financal Services, Inc. is an independent, fee-only financial planning firm committed to providing trusted, unbiased advice and exceptional service. Burrus offers comprehensive financial planning which includes investment advice, asset allocation strategies, tax management, estate planning, and risk management.... See More

Scott Cheney, CASL, CFP, ChFC, CLU
Twin Peaks Wealth Management LLC is an independent wealth management firm committed to providing fiduciary advice and exceptional service to a limited number of Clients who are nearing retirement or recently retired. Twin Peaks Wealth Management offers comprehensive wealth management, which includes comprehensive financial planning and ongoing investment management.
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Kent Wilson, BS, CFP, CPA
Wilson Financial Advisors offers comprehensive, fee-only financial planning to individuals and institutions. Our firm is comprised of industry professionals with a strong background in investments, wealth management, tax planning, employee benefits and estate planning. Established in 1984, we have always offered clients an alternative to the commission or stock broker world by delivering objective advice that is free of ulterior motives or conflicts of interest. We establish relationships with our clients through full disclosure and build lasting connections via education and communication.
WFA is not a performance based practice. Our desire is to monitor, maintain and improve our clients' financial health through sound investments and careful planning.... See More

We provide active investment management and comprehesive financial planning on a fee only basis (no commissions). We have been in business since 1992 a 2nd generation family owned and operated business. We have advanced training and education including Certified Finanial Planner Degisnations and CPA. Our advisors act as fiduciaries. Our purpose is to help clients reach their financial goals more effectively and efficiently!... See More

Sprout Advisers is a leading Investment consultant agency in Lehi, Utah; helping people to take control of their future with the best investment management and financial planning service. We offer Self Directed IRA services that will allow individuals to plan their retirement savings and other investments methods for better and less financial risk decisions in life. As a Registered Investment Advisor’s firm and team, our focus is to provide our clients with a comprehensive investment management program to help build and protect our customer’s wealth.

We create personalized and efficient plan for every client based upon his/her financial value by using high rated tools to evaluate the risk factors in long-term investment and retirement benefit calculation. The personalized service at Sprout will give you the accurate idea of your future financial timeline and give full independence in investment under the guidance of our licensed and experienced investment advisor. For more information, visit https://sproutadvisers.com/... See More

Financial Planning Services