What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Lehi, UT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Lehi, UT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Daniel Andersen
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
James Sweeney
CFA®, CFP®, MBA
SwitchPoint Financial Planning
Lehi, UT
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Wealth Management
Fee-Only Financial Planner located in Lehi, Utah serving clients locally and across the country
Grant Olson
CFP®, MBA
R.O.I. Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pleasant Grove, UT serving clients locally and across the country
Harold Anderson
CFP®
Parkshore Wealth Management
Lehi, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Roseville and Folsom, CA, and Serving Clients Throughout the Sacramento Area
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
