Tyler Petersen

CFP®

EP Wealth Advisors

Vice President/Partner

Contact Me

Tyler Petersen

CFP®

EP Wealth Advisors

Vice President/Partner

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Tyler Petersen, CFP®

Contact Me

801-944-7702

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Tyler Petersen 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, Tyler Petersen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tyler Petersen is Vice President and Partner at EP Wealth Advisors, and more than anything, Tyler Petersen values the holistic approach that EP Wealth Advisors brings to finances. He appreciates putting real life events and decisions of clients into context of their wealth. He encourages them to think about financial impacts at every turn. To support that philosophy, Tyler holistically shares his knowledge throughout the Wasatch Front. He sees the value in financial literacy and teaches a regular series of financial courses through school districts and community education programs where people can gain a better understanding of estate planning, Medicare, Social Security, tax planning, and other financial essentials.

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

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Tyler Petersen 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.

Contact Tyler Petersen

801-944-7702

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Office Locations:

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

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