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 Logan, 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 Logan, UT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Austin Beard
EP Wealth Advisors
Logan, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Brock Miller
MBA
EP Wealth Advisors
Logan, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ty Smith
EP Wealth Advisors
Providence, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Brian Wilde
CFP®
EP Wealth Advisors
Logan, UT
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Daniel Andersen
CFP®
Parkshore Wealth Management
Logan, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning
Financial Planning to Help You Enjoy Today and Stop Worrying About Tomorrow - Offices in Granite Bay, CA | Folsom, CA | Lehi, UT | Logan, UT
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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)
