Find Top Financial Advisors in Sandy, Utah

Before becoming a financial planner, I spent years on the other side of the table. At Intermountain Health, SpaceX, and Extra Space Storage, I managed 401(k) plans, pensions, and employee benefits, giving me an insider's understanding of how employer retirement and benefits programs really work. Today, as a financial planner with Allegis Financial Partners, I bring that real-world experience to comprehensive planning for people at every stage of life  whether you're growing your savings, navigating a career change, or building a lasting retirement income strategy. My focus is simple: helping you make confident, informed decisions with the money you've worked hard to earn.

Allegis Financial Partners is a comprehensive financial services agency dedicated to helping individuals, families, and businesses build stable, proactive pathways toward their long-term financial goals.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.