We are a Utah financial planner serving individuals, families, and business owners in our local area and beyond

We are proud to be a wealth management firm based in Davis County, Utah and we love it here.

Utah is the best state in the country and we’re proud to be a Utah financial planning firm. On our team, we have alumni from the University of Utah, Brigham Young University, Utah Valley University, Weber State University, and BYU-Idaho.

We consider our Utah heritage to be a large part of our identity as a company and consider Utah’s values to be our values.

As a company, we are distinguished by our focus on charitable giving, both in the services we provide and in our company culture.

  • We host two annual blood drives, sponsor several local high schools and arts institutions, and provide pro-bono services to the Seager Memorial Clinic, a rescue mission located in Ogden, Utah.
  • We have also dedicated our time volunteering with the Boy Scouts of America and the Junior League of Salt Lake City and offering pro bono financial planning with the Financial Planning Association.

Our main office is in a carefully restored historic rock home in Farmington, Utah, built in 1890; our firm was founded in 1998.

You can learn more about the members of our team on the Team page.

Ready to have a real conversation
about your future?

Schedule a complimentary meeting with our team
to get an honest assessment of your current
financial situation.