Top financial advisors in Heber, 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.
You might be looking for financial advice in Heber, UT, if you're navigating life changes like starting a family or planning for a new home in this growing community. A common mistake is working with an advisor who doesn't consider how local economic trends and family goals affect your financial plan.
- Local market insight. Ask how they incorporate Heber's job growth and community trends into your investment and savings strategies.
- Family-focused planning. Confirm they address education costs, insurance needs, and long-term goals specific to family life stages.
- Experience with diverse clients. Look for advisors who have helped clients at different life phases, from young families to retirees, to ensure adaptable guidance.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sook S
Series 66
Austin, TX
Edward Jones
Sook Snyder offers wealth management and tax-loss harvesting services in Heber City, UT, supported by Edward Jones' large nationwide network and full-service advisory programs. With a Series 66 credential and a focus on multi-generational wealth transfer, she combines personalized attention with the resources of a large firm, charging up to 1.35% annually, which may suit clients seeking comprehensive support in a growing community.
Experience: 2 years
Avg account: $246,728
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Christopher N
Series 65
Heber, UT
Nibley Financial LLC
Christopher Nibley offers financial planning and portfolio management in Heber, UT, with a focus on passive/index investing and annuities, suitable for clients seeking flat-fee or asset-based fee structures. His firm employs fundamental analysis and modern portfolio theory, providing tax-aware investment options, which may appeal to individual and high-net-worth clients looking for a blend of traditional and technical investment approaches.
Experience: 2 years
Avg account: $240,000
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Michael L
Series 65
Heber City, UT
Redgrove Capital LLC.
Michael Lee offers tailored investment management in Heber City, focusing on active portfolio and concentrated stock management, which suits clients seeking hands-on, value-driven strategies. As an independent advisor with 14 years of experience and a 2% annual AUM fee, he manages customized portfolios for high-net-worth individuals, differentiating him from others by emphasizing non-diversified, fundamental value investing.
Experience: 14 years
Avg account: $589,217
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Ryan F
Series 66
Heber, UT
LPL Financial
Ryan Forsyth offers wealth management and retirement planning expertise tailored to business owners and families in Heber, UT, with 20 years of experience and a Series 66 designation. His affiliation with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning options, distinguishes him from advisors with smaller practices or asset-based fees.
Experience: 21 years
Avg account: $399,489
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Bradley G
Series 65
Heber City, UT
Trek Financial
Bradley Graham offers financial advice in Heber City, UT, with a focus on tax-loss harvesting, options strategies, and passive investing, which can help families navigate local economic trends and life changes. His flat-fee structure and experience serving high earners and business owners differentiate him from others by providing transparent costs and specialized guidance for values-based investing and active portfolio management.
Experience: 3 years
Avg account: $537,789
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