Congratulations!

WiserAdvisor has qualified Financial Advisors serving the Salt Lake City, Utah area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 initial consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will match up to 3 Financial Advisors who can best help with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors Licensed to practice in Salt Lake City, Utah

Advanced Retirement Strategies
172 E. Promontory,
Farmington, UT   84025
Call : (801) 826-3988

At Advanced Retirement Strategies, we believe that every person faces a unique set of challenges as they move toward and through retirement. Our intuitive process is aimed at helping reduce and eliminate the five most common issues that retirees face as they strive for long-term financial independence. These include:1) Sequence of return risk2) Longevity3) Inflation and taxes4) Health care expenses5) Destructive investor behaviorThrough a systematic approach, we will help you identify current... read more>>

Financial Engines Advisors, LLC
140 W Union Avenue,
Farmington, UT   84025

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
138 East 12300 South Suite A,
Draper, UT   84020
Call : (801) 619-3771

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

RCM Investments
5132 N 300 W,
Provo, UT   84604
Call : (800) 575-2717

Riggs Capital Management (RCM) is an SEC-registered investment advisory firm providing wealth management and financial planning services to individuals and institutions across the nation. RCM focuses on providing every client with a high level of diversification, convenience, transparency and world class service as we keep you on track to reaching your financial goals. Prior to founding RCM, Tony Riggs was a mutual fund manager responsible for the investment and oversight of over $1.5 billion... read more>>

List of Additional Financial Advisors in or around Salt Lake City, Utah
Wasatch Wealth Management, LLC Salt Lake City, UT
MassMutual Financial Group Salt Lake City, UT

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Salt Lake City, Utah based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in Utah?

join-wiseradvisor-
wiseradvisor-right-sign

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only