Kevin Michels

CFP®, EA

Medicus Wealth Planning, Inc.

Financial Advisor

Kevin Michels

CFP®, EA

Medicus Wealth Planning, Inc.

Financial Advisor

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.

Medicus Wealth Planning is a fee-only financial planning and wealth management firm in Salt Lake City, UT (Draper, UT).  We offer hourly financial planning and fee-only investment management to our clients throughout Utah, Arizona, and surrounding states.

Education and Designations

  • Certified Financial Planner™
  • Enrolled Agent
  • Bachelor of Science, Personal Financial Planning – Utah Valley Universityr
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Premier Advisor, Investopedia Advisor Insights

Financial Management Experience

Kevin got his start in the financial planning industry by going to work for one of the largest discount brokerage and mutual fund companies in the world, Fidelity Investments.  While at Fidelity, Kevin held his Series 7 and 63 Licenses which allowed him to work as a trader, completing transactions in stocks, mutual funds, and options.  After being promoted to a department that focused on helping clients with their company retirement plans, Kevin found what he had a passion for, helping individuals prepare for a financially successful retirement.

In 2014, Kevin partnered with David Luke and they eventually 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 a top 10 Financial Planning Program in the country. 

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).

Personal

Kevin lives in Riverton, Utah with his wife Lauren, and their three children.  Kevin spends much of his free time with his family outdoors, competing in triathlons, playing sports, and watching Jazz games.   Kevin and Lauren enjoy living close to both of their families and spending time with them.

 

Kevin Michels is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 the country’s 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.

  • EA - Enrolled Agent with the IRS
    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:

  • 12176 S 1000 E
    Ste 12
    Draper, UT 84020

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