Aaron Best
CFP®
EP Wealth Advisors
Vice President
Aaron Best
CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Aaron Best, CFP®
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Aaron Best is a St. George, UT fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Best is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Aaron Best joined EP Wealth in 2022, after being part of the Vantage team since 2015. He graduated from Utah Valley University, one of the top financial planning programs in the country. He started his career with one of the leading world financial service firms where he learned the fundamentals of trading, investing, and retirement planning. Later, he joined a northern Utah firm, where he focused on the relationship side of finance by working with individuals on their financial plans. Aaron holds the professional certification of Certified Financial Planner. He is actively involved with all aspects of EP Wealth’s financial process for our clients. Aaron loves being involved in southern Utah’s community. For several years now, Aaron has helped coach the state championship track team at Desert Hills High School. He is also an active member of Southern Utah Estate Planning Council. Aaron is happily married to his beautiful wife Danielle and together they have three very energetic boys.
Education
Utah Valley University, B.A. in Personal Financial Planning
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Aaron Best is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Aaron Best
Office Locations:
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50 E 100 S.
Suite 101
St. George, UT 84770
