Paul Salisbury

CFP®, ChFC®, CLU®

EP Wealth Advisors

Regional Director/Partner

Contact Me

Paul Salisbury

CFP®, ChFC®, CLU®

EP Wealth Advisors

Regional Director/Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Paul Salisbury, CFP®, ChFC®, CLU®

Contact Me

801-944-7702

Website

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Paul Salisbury is a Salt Lake City, UT fee-only financial planner.  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, Paul Salisbury is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

After 30 years as an independent investment advisor and co-founder of The Insight Group, Paul Salisbury is pleased to join EP Wealth. Paul has been a constant proponent of putting the client’s interest first, which was what drew him to the fiduciary space. He understands that each client is unique and their plan should be too, and this takes both commitment to excellence and experience from the advisory team. Getting to know a client’s needs by listening is always first. Striving for relevant advice with a focus on transparency is critical. Relieving the imbalances of where a client is today and where they want to be in the future is paramount. Paul is a Cum Laude graduate from the University of Utah in finance. Having served in many industry leadership positions early in his career and enjoying the experience of serving many clients over the years, Paul brings a unique perspective to each client’s circumstances. When he is not working, Paul loves spending time exploring the outdoors with his wife Lisa, their four married children and spouses, and six amazing grandchildren. Herein lies the true treasure of life!

Paul Salisbury 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.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Paul Salisbury 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)
    Paul Salisbury 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.

  • ChFC - Chartered Financial Consultant
    Paul Salisbury is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Paul Salisbury is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

Contact Paul Salisbury

801-944-7702

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Office Locations:

  • 3115 E. Lion Lane
    Suite 100
    Salt Lake City, UT 84121

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