Top financial advisors in Brigham City, UT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're settling into Brigham City, UT, and planning your financial future, you might face unique challenges like balancing growth opportunities with family needs. Without an advisor familiar with local economic trends and community values, you risk missing strategies that fit your lifestyle here.
- Local economic insight. Ask how they incorporate Brigham City's job growth and family-oriented culture into your financial plan.
- Generational planning. Confirm they understand how to align your goals with your stage in life, whether you're building wealth or preserving it.
- Fee structure clarity. Discuss how their fees work and what services you receive to ensure it matches your expectations.
- Experience relevance. Inquire about their years working with clients in similar situations to yours in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Romney H
CFP®, Series 65
Wellsvile, UT
Trek Financial
Romney Harker offers financial planning with a flat-fee structure and specializes in tax-loss harvesting and options strategies, which can help balance growth and risk for clients near Brigham City, UT. With three years of experience and a CFP® certification, Romney's approach includes quantitative, ETF-based investing and serves high earners and values-based investors, distinguishing him from advisors focusing solely on traditional portfolio management.
Experience: 4 years
Avg account: $537,789
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Jeffrey S
Series 63, Series 66
Brigham City, UT
Centaurus Financial, Inc.
Jeffrey Scott's 33 years of experience and local leadership roles in Brigham City, UT, equip him to address financial planning needs with insight into the community's economic and family-oriented values. His firm, Centaurus Financial, Inc., offers a blend of fundamental and technical analysis with flexible fee structures, serving individuals, families, and businesses, which distinguishes him from advisors focused solely on individual clients or smaller firms.
Experience: 34 years
Avg account: $213,989
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Mark L
Series 66
Wellsville, UT
Cetera
Mark Lyons offers expertise in wealth management and retirement plans for business owners, making him well-suited to address financial planning needs in Brigham City, UT. His 22 years of experience, affiliation with the large firm Cetera, and flexible fee structures including flat fees and hourly consulting distinguish him from other advisors in the area.
Experience: 22 years
Avg account: $306,089
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Haleigh A
Series 66
Brigham City, UT
Edward Jones
Haleigh Austin's seven years of experience and Series 66 license equip her to address wealth management and multi-generational wealth transfer needs in Brigham City, UT. Affiliated with Edward Jones, a large firm with over 23,000 advisors, she offers a comprehensive approach including tax-loss harvesting and serves clients like retirees and business owners, with fees up to 1.35% annually.
Experience: 8 years
Avg account: $246,728
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David B
Series 65
Wellsville, UT
B6 Capital
David Burnett offers financial planning and investment advice through B6 Capital, focusing on customized written plans and educational workshops that may suit those balancing growth and family needs in Brigham City. His flat-fee structure and independent, non-discretionary advisory approach differentiate him from others, while his experience owning local businesses adds practical insight into the regional economy.
Experience: 2 years
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