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Qualified Financial Advisors in Logan, Utah
Financial Advisor Office Location Phone Number
Marty Watkins
CFP®
TrueNorth Wealth
1935 East Vine Street,
Salt Lake City, UT 84121
801-274-1820

Information on Qualified Financial Advisors in Logan

Qualifications CRD# 2251777
FirmCRD# 142205

Compensation/Fee Fee Only


Office Location 1935 East Vine Street,
Unit #120,
Salt Lake City,
UT
84121
Phone Number 801-274-1820

About TrueNorth Wealth

Helping clients achieve extraordinary financial goals is the undeviating focus at TrueNorth Wealth. That focus is continually driven, sharpened, and inspired by the remarkable ways in which our clients pay the price their goals demand. Although every clients individual journey to significant wealth is unique, each path is deeply marked in some way by tremendous dedication and overwhelming sacrifice. TrueNorth Wealth is a fee-only wealth management firm. This means there are no commissions, no affinity kickbacks, and no ulterior motive for us to place clients in any particular security or investment. It means that you get customized advice built around you, and you never have to wonder about the incentives motivating our advice. That type of fiduciary arrangement is important to nearly all our clients. We earn our fees by leveraging our professional investment knowledge and tax expertise, not by pushing certain investment products. Each one of our advisors is a true fiduciary in every sense of the word. Whats best for the client is our only thought, and our own success depends entirely on the satisfaction of those we serve. We charge a small fee that is based solely on the assets we manage. We believe this is a healthy arrangement because it incentivizes us to grow your account. Other firms may generate significant amounts of revenue for themselves without their clients accounts growing at all.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


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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?