Aaron Best, CFP®

Best Wealth Advisory
50 East 100 South, Ste. 200
St. George, UT 84770

Website
https://bestwealthadvisory.com/

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About Aaron Best, CFP®

 

Hello! I'm Aaron Best, your dedicated Certified Financial Planner. Proudly born and raised in the beautiful landscapes of Southern Utah, I can't imagine calling anywhere else home.

After a two-year church mission in Wisconsin, I attended Utah Valley University, where I competed in shot put, discus, and hammer throw on a track scholarship. More importantly, it's where I met and married my wonderful wife, Danielle. Today, we have four energetic children who keep us constantly on our toes.

When I'm not in the office crafting tailored financial plans, you’ll find me enjoying the great outdoors with my family—fishing, camping, or coaching the local high school’s throwing events.

My passion for financial planning ignited during a personal finance class at Utah Valley University, leading me to pursue certification as a Certified Financial Planner.

I began my career at a leading financial services firm, gaining deep experience in trading, investing, and retirement planning. I then moved to a prominent firm in northern Utah, where I discovered my true passion for working closely with individuals and families to create customized financial strategies.

Now, with expanded expertise from my tenure at a Southern Utah firm, I am proud to bring my skills to my own wealth management firm. I am committed to helping people and businesses confidently navigate their financial futures, and I absolutely love what I do.

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Specialties

  • Small Business Owners

  • Retirees

  • Widows & Widowers


Services

  • Retirement Planning

  • Investment Management

  • Ongoing Planning


Professional Designations


Memberships & Associations

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Our Advisors in the News

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Navigating Market Volatility During an Election Year: Six Considerations
Navigating Market Volatility During an Election Year: Six Considerations

Some of the most common or most commonly missed tax deductions and tax credits specific to Utah taxpayers.

Top 10 Utah Tax Deductions & Tax Credits
Top 10 Utah Tax Deductions & Tax Credits

Some of the most common or most commonly missed tax deductions and tax credits specific to Utah taxpayers.

Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Supplemental Security Income (SSI): A Primer
Supplemental Security Income (SSI): A Primer

One of the most stressful times of my life was navigating the tangled web of Social Security and Supplemental Security Income for my disabled twin boys.

Now, as a financial advisor specializing in disability and special needs planning, I want to share my experiences to help others through the confusing maze of forms and government administrators.

How to Find a Fee-Only Financial Advisor in Utah
How to Find a Fee-Only Financial Advisor in Utah

If you are looking to hire a fee-only financial advisor in Utah, you’ve come to the right place. Perhaps you’ve been told by a friend or family member that when it comes to financial advisors, “fee-only” is the way to go. Or maybe you’ve seen the terms “fee-only” or “fiduciary” mentioned in the media.

But where do you find these so-called fee-only financial advisors? In order to find a qualified, fee-only financial advisor whose services align with your needs, this is a great place to start.

Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check
Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check

Utahns are known for being charitably inclined. Utah has the highest percentage of the population that donates time and was tied for first for making charitable donations. Here are three savvy charitable giving ideas* that don’t have to involve your checkbook.

Key Ideas to Real Financial Planning
Key Ideas to Real Financial Planning

I’d like to introduce a few ideas behind what constitutes financial planning - as opposed to generic financial advice - and the benefits that come from it.

15 Utah Companies You Might Be Invested In Without Knowing It
15 Utah Companies You Might Be Invested In Without Knowing It

If you own any mutual funds that track or loosely mirror the S&P 500, the S&P 400 Mid-Cap, or the Russell 2000 index, it’s very possible that some you are partially invested in companies “right down the street” from where you live!

Have you ever wondered what Utah-based companies you might be invested in?

Let’s take a look at 15 publicly traded companies headquartered in Utah that you have a good chance of being invested in, whether you knew it or not.

Interest Rates Keep Dropping. Here’s What Experts Want You to Do

The Fed made an emergency cut in interest rates. Rates are at all all-time low.

So, what’s that mean for you? It affects your mortgage, your credit cards, your savings account and your student loans. Basically, it’s never been cheaper for you to borrow money.

“I’m telling people to take advantage of these rates and refinance their mortgages or their student loans,” says financial advisor Justin Chidester, owner of Wealth Mode Financial Planning in Logan, Utah. “I’m pretty much telling everyone, ‘Just go get a quote. It’s not going to hurt you to do that.’”

Planning Your Retirement in Utah? Here are a Few Things You Need to Know
Planning Your Retirement in Utah? Here are a Few Things You Need to Know

Regardless of its reputation as one of the world’s premiere ski destinations and the fact that it is home to five national parks, most people don’t associate the state of Utah with retirement. Yet many retirees are discovering just what it means to live a “Life Elevated” in the intermountain west.

 

Get matched with a fee-only financial advisor in Utah you can trust: