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Find Top Financial Advisors in Salt Lake City, Utah

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Salt Lake City, 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.

Qualifications of Financial Advisors in Salt Lake City

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 Salt Lake City, Utah
Financial Advisor Office Location Phone Number
Jared Copinga
Edelman Financial Engines, LLC
2825 East Cottonwood Parkway,
Salt Lake City, UT  84121
(801) 619-3771
Todd W. Sirrine, MBA
Colwyn Investments
10923 S Redwood Rd,
South Jordan, UT  84095
(801) 839-7086
Sterling C. Jack, MBA, Ph.D.
Colwyn Investments
10923 South Redwood Road,
South Jordan, UT  84095
(801) 254-0084

Information on Qualified Financial Advisors in Salt Lake City

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.

About Edelman Financial Engines, LLC

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.



Qualifications CRD# 6570293
FirmCRD# 171858
Series 65

Compensation/Fee Fee Only


Office Location 10923 S Redwood Rd,
South Jordan,
UT 
84095
Phone Number (801) 8397086

Todd W. Sirrine is an Investment Advisor with 30 years of business and financial services experience with expertise in risk management, investment analysis and financial planning. Todd worked with Citigroup in their mergers and acquisitions area for the majority of his early career with numerous international assignments that have given him a solid understanding of people, opportunities, companies, and cultures. After becoming an independent advisor, he uses that experience everyday to help others make better decisions about investments and financial planning. Todd holds BS and MBA degrees in Business, Finance and Information Technology as well as a FINRA Series 65 securities registration. Todd works with Colwyn Investments to provide fee based investment advisory services. He represents the exclusive interests of his clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn philosophy. Todd also has a keen interest in emerging technology innovation, paying particular attention to the areas of Artificial Intelligence, Genetics, Robotics, Analytics and Nanotechnology. During his spare time he enjoys time with family, travel to interesting places, classic cars and giant pumpkins.

About Colwyn Investments

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. The foundation of Colwyn Investments is centered on individual relationships. We limit the number of clients we serve in order to maintain the highest level of performance in our delivery of services. We focus on individual relationships, offering honest, relevant, un-biased investment advice with a firm belief that a constant recurrence to the fundamentals of investing will always lead to superior performance.



Qualifications CRD# 5435519
FirmCRD# 171858
Series 6, 7, 65, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 10923 South Redwood Road,
South Jordan,
UT 
84095
Phone Number (801) 2540084

Sterling C. Jack, PhD. is an Investment Advisor / Insurance Producer based out of South Jordan, Utah. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He is the second youngest of eight children with five sisters. He attended Bingham High School and then Ricks College in Rexburg, Idaho for one year before moving to the UK for two years of missionary service. Upon returning, he graduated from Brigham Young University, in finance, and obtained a Masters in Business Administration from the University of Phoenix. He completed his Doctoral program from Capella University with research focused on individual savings rates and life satisfaction. In 2014 he started Colwyn Investments, an Investment Advisory Firm, offering fee-based wealth management and retirement services as well as Medicare Insurance products. Sterling and his wife Erin have six children, 2 girls and 4 boys.

About Colwyn Investments

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. The foundation of Colwyn Investments is centered on individual relationships. We limit the number of clients we serve in order to maintain the highest level of performance in our delivery of services. We focus on individual relationships, offering honest, relevant, un-biased investment advice with a firm belief that a constant recurrence to the fundamentals of investing will always lead to superior performance.



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FREQUENTLY ASKED QUESTIONS

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?