Kevin Michels

CFP®, EA

Medicus Wealth Planning, Inc.

Financial Advisor and President

Kevin Michels

CFP®, EA

Medicus Wealth Planning, Inc.

Financial Advisor and President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Michels, CFP®, EA

I specialize in tax-efficient investment management and financial planning.

Kevin Michels is a fee-only financial planner in Salt Lake City, UT (Draper, UT).  Medicus Wealth Planning offers hourly financial planning and fee-only investment management to our clients throughout Utah, Arizona, and surrounding states.   As a fee-only, fiduciary, and independent financial advisor, Kevin Michels is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. 

Kevin Michels is the owner and President of Medicus Wealth Planning.

Kevin got his start in the financial planning industry by working for one of the largest discount brokerage and mutual fund companies in the world, Fidelity Investments. After being promoted to a department that assisted business owners in creating and maintaining company-sponsored retirement plans, he found his passion: helping individuals and families prepare for a financially successful retirement.

In 2014, Kevin partnered with David Luke and they later formed Medicus Wealth Planning. Having the opportunity to work with clients on a fee-only basis allows Kevin to give objective and sound financial planning advice that is never tainted by a hidden agenda.

Kevin graduated from Utah Valley University with a degree in personal financial planning. Utah Valley University’s Financial Planning Program has been recognized on numerous occasions as one of the nation’s top 10 financial planning programs. Shortly after graduating with a degree in personal financial planning, Kevin became a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is also an IRS Enrolled Agent (EA), which grants Kevin the right  to represent taxpayers before the IRS.

In addition to working with his clients, Kevin really enjoys writing about financial planning.  He's been quoted, published, and interviewed in a variety of news outlets including Yahoo! Finance, Nerd Wallet, KUTV Channel 2 News, MSN Money, NASDAQ, Investopedia, The Penny Hoarder, and Utah Business Magazine.

Kevin actively participates in the professional financial planning community by serving on the Public Relations Committee of the Financial Planning Association’s Utah Chapter.

Personal

Kevin lives in Riverton, Utah with his wife, Lauren, and their four children.  They love being active and spending time outdoors as a family including camping, mountain biking, trail running, and CrossFit.  Kevin and Lauren are both "die-hard" Utah Jazz and Minnesota Vikings fans and never miss a game.  

Education and Designations

  • CERTIFIED FINANCIAL PLANNER™
  • IRS Enrolled Agent
  • Bachelor’s degree in personal financial planning – Utah Valley University
  • Public Relations Committee — Financial Planning Association (FPA) Utah Chapter
  • Member — National Association of Personal Financial Advisors (NAPFA)
  • Premier Advisor — Investopedia Advisor Insights

 

Kevin Michels 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.

Medicus Wealth Planning is a fee-only financial planning firm in Draper, UT.  As members of NAPFA (National Association of Personal Financial Advisors) and the Fee-Only Network, we are 100% dedicated to providing unbiased financial advice.

Medicus Wealth Planning serves a wide variety of clients with three advisors, who specialize in distinct niches.  Unlike the traditional financial planning firm, we offer hourly financial planning separate from investment management services.  Our financial planning and investment management services focus on tax-efficient strategies that help maximize your wealth throughout your life.

We are located in Draper, UT but serve clients in 13 different states.

Visit our website at www.medicuswealthplanning.com and feel free to sign up for our monthly newsletter to get a feel for our we work with our clients.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Hourly Financial Planning
  • Fee-Only Investment Management

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Physicians & Other Healthcare Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Michels 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)
    Kevin Michels 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.

  • Enrolled Agent with the IRS (EA)
    Kevin Michels is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Kevin Michels

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Office Locations:

  • 11681 S 700 E
    Suite 200
    Draper, UT 84020

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