Garrett Bybee

CFP®

Bybee Wealth Management

Founder

Garrett Bybee

CFP®

Bybee Wealth Management

Founder

I partner with my clients to define and achieve their financial and retirement goals while giving them more time to spend on what matters most to them and provide them with peace of mind with their financial future. - Garrett Bybee, CFP®

Fee-Only financial planner located in Roy, UT, serving clients locally and across the country

Garrett Bybee is a Utah fee-only financial planner. Bybee Wealth Management provides holistic financial planningeduation planning, and invesetment management to individuals and businesses to help them organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Garrett Bybee is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Garrett Bybee is the founder of Bybee Wealth Management. He has been in the financial services industry since 2015 and believes in holistic financial planning. He graduated from Utah Valley University with a Bachelors in Personal Finance and minor in Business Management. Utah Valley is one of the top schools in the nation for Personal Finance. Garrett was educated and mentored by some of the most respected minds in the personal finance industry.

Garrett believes that everyone deserves access to a trusted and qualified financial planner. He loves to partner with his clients to help them on their path to taking control of their financial future. He analyzes his clients’ entire financial picture to make sure every piece of their financial picture comes together in the best way for his clients.

In his free time, Garrett enjoys spending time with his beautiful wife, Michelle, and his handsome sons Lincoln and Kyson and beautiful daughter, Payten. He loves to get outdoors whenever it is possible and take advantage of Utah’s diverse landscape.

Garrett Bybee is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Bybee Wealth Management was founded to provide excellent service to our clients. We are a fee-only firm that holds ourselves to the highest fiduciary standard. This means that we act in our clients’ best interests and not our own. We do not work on or accept commissions of any kind. This allows us to recommend the best services and investment choices for our clients instead of what will give us the bigger commission.

We partner with our clients to help them achieve their financial and life goals while giving them more time to spend on what matters most to them. We do this by implementing a proven process. This process is customized to each client and their goals and desires.

At Bybee Wealth Management, we believe everyone deserves access to a trusted financial planner. We keep our costs down and pass on those savings to our clients. We do not have any minimum asset thresholds to work with us. We also believe in complete transparency and will give you all the information about your financial picture. Unlike a lot of other financial planners, we believe in a holistic approach to your financial health. This means we look at every aspect of your financial picture so that we can put each piece of the ‘puzzle’ together and leave nothing forgotten.

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

  • At-Home Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Garrett Bybee is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Garrett Bybee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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 Garrett Bybee

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Office Locations:

  • 2610 W 4175 S
    Roy, UT 84067

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