CFP®, ChFC®, CLU®
EP Wealth Advisors
CFP®, ChFC®, CLU®
EP Wealth Advisors
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®
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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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
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.
Paul Salisbury is Quoted on Yahoo Finance: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
Paul Salisbury is Featured on RIA Biz: "Advisor spotlight: Mormon duo use SEI, a radio show and their faith to succeed as RIAs"
Paul Salisbury is Mentioned in Deseret News: "FINANCIAL PLANNER GETS CERTIFICATION MARKS"
Paul Salisbury is Quoted in Citywire: "Behind EP’s purchase of a pair of firms managing $1bn."
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
EP Wealth Advisors Named Among Barron's 2020 Top Independent Advisors
EP Wealth Advisors Named to RIA Channel's 2020 Top 100 Wealth Managers
EP Wealth Advisors - Awards & Recognition
EP Wealth Advisors Named to FINANCIAL TIMES Top 300 US Registered Investment Advisers
Free Webinars, Guides & Checklists from EP Wealth Advisors
Contact Paul Salisbury
3115 E. Lion Lane
Salt Lake City, UT 84121