Nathan Cutler
EP Wealth Advisors
Wealth Advisor
Nathan Cutler
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathan Cutler
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Nathan Cutler is a Salt Lake City, 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, Nathan Cutler 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
Nate Cutler was already involved in financial services as an intern at EP Wealth Advisors while he was in college studying financial planning. He formally joined EP Wealth in 2022, and has fast tracked his career by passing the FINRA Series 65 Uniform Investment Advisor Law exam and becoming involved with the CFP Board/Let’s Make a Plan initiative. Nate enjoys being able to help people with a problem we all share—managing our finances—and alleviating a burden that will free up their time. His fundamental tip for financial success is to set goals and know where your money is going. Beyond the world of wealth management, Nate finds pleasure in playing basketball, pickleball and golf. Married in August, 2019, he enjoys traveling and spending time with his wife, family, and friends.
Education
Utah Valley University, B.S. 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
Contact Nathan Cutler
Office Locations:
-
3115 E Lion Lane
Suite 100
Salt Lake City, UT 84121
