Top financial advisors in Lehi, 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 seek a financial advisor in Lehi, UT when you're navigating life changes like starting a family or planning for a new home, where your financial goals and risks evolve. A common mistake is working with an advisor who overlooks how local economic factors and family priorities shape your financial plan.
- Local economic insight. Ask how they incorporate Lehi's job growth and community trends into your planning.
- Family-focused strategies. Confirm they consider expenses and savings goals typical for growing households.
- Experience with life stages. Look for advisors who adjust plans as your family and career progress.
- Fee structure clarity. Understand how flat-fee advisors here charge, so you know what services you get for your investment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Riley H
CFP®, Series 65
Lehi, UT
Tech Wealth, LLC
Riley Hale in Lehi, UT, specializes in equity recipients and tax strategies for small businesses, making him well-suited for clients navigating family and career changes in a tech-driven community. His flat quarterly financial planning fee includes investment management, and his firm uses a Modern Portfolio Theory approach with low-cost index funds, distinguishing him from advisors with asset-based fees or less focus on tax-aware equity compensation.
Experience: 5 years
Avg account: $1,121,396
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Brenton R
Series 66
Lehi, UT
Drive Wealth Advisers
Brenton Ripley in Lehi, UT, offers financial planning and family office services with a flat-fee structure ranging from $5,000 to $50,000, suitable for clients navigating life changes like starting a family. With 25 years of experience and a Series 66 designation, he brings expertise in tax-loss harvesting and serves diverse clients including businesses and trusts, differentiating him through his combined legal and advisory background.
Experience: 25 years
Avg account: $1,359,741
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Michael S
Series 66, Series 63
Lehi, UT
Capital Wealth, LLC
Michael Stevens offers expertise in life insurance needs analysis and retirement income strategy, supported by 14 years of experience and Series 63 and 66 licenses, making him well-suited for clients in Lehi navigating family and career changes. His firm, Capital Wealth, LLC, manages $57.5 million across 248 clients and provides flat-fee financial planning options, distinguishing him with transparent fees and a collaborative team approach.
Experience: 14 years
Avg account: $387,643
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Todd S
Series 63, Series 65
Lehi, UT
M Holdings Securities, INC.
Todd Skousen's decade of experience and Series 63 and 65 licenses equip him to address financial planning needs in Lehi, UT, especially for executives and business owners navigating life changes. His firm, M Holdings Securities, offers flat-fee financial planning up to $10,000 and emphasizes ESG investing and tax-loss harvesting, distinguishing him with a focus on sustainable strategies and negotiable fees.
Experience: 10 years
Avg account: $693,844
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Devin P
Series 65
Lehi, UT
Brighter Retirement Advisors LLC
Devin Peterson in Lehi, UT, offers expertise in retirement planning, life insurance analysis, and college savings, making him well-suited for families navigating financial changes. His firm uses a disciplined investment approach and provides flat-fee estate planning services, distinguishing him with a blend of comprehensive planning and transparent fees compared to other local advisors.
Experience: 11 years
Avg account: $182,935
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