Do you only work with Utah residents?

While we're based in Utah and specialize in Utah tax planning, we work with clients nationwide. Our expertise in retirement planning, tax strategies, and fiduciary advice applies regardless of your state of residence.

What's your minimum asset requirement?

We work with families who have at least $500K in investable assets. This allows us to provide comprehensive retirement planning services that justify our fee structure and deliver meaningful value.

How are you compensated as a financial advisor?

We charge a transparent asset-based fee, typically 1% annually on assets under management. We don't earn commissions, kickbacks, or sales incentives, ensuring our advice is unbiased and in your best interest.

What services do you provide to Utah clients?

We provide comprehensive retirement planning including investment management, tax planning, Social Security optimization, Medicare planning, estate planning coordination, and ongoing financial advice. We specialize in helping Utah residents navigate their unique tax situation.

Financial Advisor Utah

Your Utah Financial

Advisor.

Utah's trusted fiduciary financial advisor specializing in retirement planning. Comprehensive wealth management for Utah families with $500K+ assets, without the conflicts of commission-based advice.

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"Fiduciary means legally obligated to act in your best interest — not ours."

Mike Stevens

Fiduciary Standard

Always in your best interest

Asset Minimum

$500K+ investable assets

Fee Structure

No commissions, transparent

Utah Focus

Local expertise, tax planning

The Fiduciary Difference

Most financial advisors work for brokerages and insurance companies, earning commissions on what they sell. We work for you, with a legal obligation to act in your best interest.

No commission conflicts

We don't earn commissions on product sales, so our recommendations are based solely on what's best for your financial situation, not what pays us the most.

Transparent fee structure

Our fees are clear and transparent — typically 1% annually on assets under management. No hidden costs, no surprise charges, no complicated fee schedules.

Utah tax expertise

We understand Utah's unique tax advantages including the 4.85% flat income tax rate and how it affects retirement planning, Roth conversions, and tax strategies.

Comprehensive planning focus

We provide holistic retirement planning including investment management, tax planning, Social Security optimization, Medicare planning, and estate coordination.

Ready to work with a fiduciary?

Experience the peace of mind that comes from working with a financial advisor who's legally obligated to act in your best interest. Schedule a complimentary consultation to learn more.

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A Fiduciary Promise