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Find Top Financial Advisors in South Jordan, Utah

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in South Jordan, Utah

Last Updated - 02-Jun-2023

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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in South Jordan, Utah

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jake Oyler
COLWYN INVESTMENTS
10923 South Redwood Rd,
South Jordan, UT 84095
Not Disclosed $0 $100,000 Fee-Only

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Information on Qualified Financial Advisors in South Jordan, Utah

Qualifications Firm CRD# 171858
Series 7, 63, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 10923 South Redwood Rd,
South Jordan,
UT
84095
Phone Number 385-251-5604

About Colwyn Investments

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. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

Top Financial Advisor Firms in South Jordan, Utah (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
DIVERGENT WEALTH ADVISORS, LLC
489 W. South Jordan Parkway, Suite 310, South Jordan, UT 84095
11 1661 $546,938,498
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
DENTIST ADVISORS
879 Baxter Drive, South Jordan, UT 84095
20 1955 $327,275,451
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in South Jordan, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    3630 W South Jordan Pkwy, Ste 104, South Jordan, UT  84095 801-987-3790
    869 Baxter Dr, South Jordan, UT  84095 801-984-2711
    869 Baxter Dr, South Jordan, UT  84095 801-984-2711
    869 Baxter Dr, South Jordan, UT  84095 801-984-2711
    869 Baxter Dr, South Jordan, UT  84095 801-984-2711
    10808 South River Front Parkway, #339, South Jordan, UT  84095 801-984-2890
    10235 S Jordan Gtwy, Suite 104, South Jordan, UT  84095 801-826-3985
    1802 South Jordan Pkwy, Suite 130, South Jordan, UT  84095 801-860-5448
    11614 Holly Springs Drive, South Jordan, UT  84009 833-572-1858
    10421 South Jordan Gateway, Suite 500, South Jordan, UT  84095 801-576-2646

      Select other cities around South Jordan, Utah to broaden your search for a financial advisor

      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?