WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lehi, Utah. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Lehi, Utah | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Mike Johnson Pillar Capital |
770 East Main Street Suite 310, Lehi, UT 84043 |
(801) 770-3301 |
| Matt Enger Creative Planning |
---, Lehi, UT 84049 |
(913) 800-1697 |
| Rinar Erickson Creative Planning |
---, Salt Lake City, UT 84020 |
(801) 865-2972 |
| Jason Sandos Sandos Financial Inc |
1374 Shelbrooke Dr., South Jordan, UT 84095 |
(801) 849-0049 |
| Jared Copinga Edelman Financial Engines, LLC |
2825 East Cottonwood Parkway, Salt Lake City, UT 84121 |
(801) 619-3771 |
Qualifications
CRD# 2600801
FirmCRD# 153191
Series 63, 65
Compensation/Fee
Fee Only, Based on Assets, Hourly
Office Location
770 East Main Street Suite 310,
Lehi,
UT 84043
Phone Number
(801) 7703301
1995 - 2003: Senior VP, Pillar Capital Advisors: Analyst, Portfolio Manager, Partner, Head of Investment Committee. Small Cap stocks picking firm with $125M in AUM. 2003 - 2006: President, Inflection Point Capital Partners: Founder of firm which focused on alternative assets including private equity, venture capital, oil and gas exploration 2006 - 2010: Regional VP, Zacks Investment Management. Covered the Mountain West region and worked with wealth management clients of Zacks. 2010 - Present: Founder and President, Pillar Capital
Pillar Capital is focused on investment science as opposed to speculation. We are an Evidence- Based, fee-only Registered Investment Advisor (RIA) and do not sell/recommend commissioned products because of the cost and inherent conflicts of interest.
Qualifications
CRD# 4296161
FirmCRD# 105348
Office Location
---,
Lehi,
UT 84049
Phone Number
(913) 8001697
At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.
Qualifications
CRD# 3054075
FirmCRD# 105348
Office Location
---,
Salt Lake City,
UT 84020
Phone Number
(801) 8652972
At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.
Qualifications
CRD# 4140614
FirmCRD# 286347
Series 65
Compensation/Fee
Fee Only, Based on Assets, Flat Fee
Office Location
1374 Shelbrooke Dr.,
South Jordan,
UT 84095
Phone Number
(801) 8490049
Jason Sandos is an Investment Advisor Representative with the main focus of investment risk management and assisting clients in working toward, and achieving, their future financial goals. With more than 20 years of experience, he has built a successful financial planning business, with a clientele consisting of individuals planning their Retirement and/or leaving a legacy for their loved ones. His extensive knowledge, experience, and continued education in the financial industry enable him to keep informed of industry news, changes, and the most up to date products and services available. He has pursued and accepted courses of study, met the stringent standards, qualifications, and high educational requirements set forth by Utah Insurance Law to obtain a Utah State Insurance License and the Utah State Insurance Advisory License. He has studied and passed the Series 65 Uniform Investment Advisor Law Examination. During his career, he has also held the Series 7 General Securities Representative, the Series 66 Uniform Combined Registered Investment Advisor, the Series 6 Investment Company-Variable Contracts Representative, and Series 63 Uniform Securities Agent, Jason is lifetime residents of Salt Lake City, Utah, and a proud family man.
Welcome to Sandos Financial we are here to help you manage Investment Risk with our Fact-based Investment Strategies, gain a better understanding of Retirement Income & Wealth Transfer.
Qualifications
CRD# 3185621
FirmCRD# 104510
Series 65
Office Location
2825 East Cottonwood Parkway,
Suite 460,
Salt Lake City,
UT 84121
Phone Number
(801) 6193771
As a financial planner since 2000, I help my clients make better decisions with their money so they can spend their time focusing on whats important to them. We collaborate to create a financial vision that can help to positively impact their future. Outside of work, I have a passion for photography and love entertaining with food that I grill and smoke myself.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
* Additional advisor listing is provided in partnership with Yext
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
