Welcome to the Utah Financial Advisor Network.
each of our individual advisors are:
Fee-only - compensated directly by clients, not through commissions for selling financial products
Fiduciary - legally obligated to always act in your best interest
Comprehensive - focused on a delivering holistic financial advice, not just managing investments (though many of our advisors do offer investment management services)
Independent - give unbiased advice and work directly for you instead of being subject to the demands or culture of a broker-dealer or insurance company
Qualified - Certified Financial Planner™ professionals and have years of experience advising clients like you
Accepting New Clients - own or work for growing, local small businesses and are eager to help you reach your financial goals
Locally based in Utah - live and work in Utah (though many also serve clients remotely via video conferencing and phone calls)