Ways to browse advisors serving Lehi, UT

Pick a specialty or descriptor to browse more advisors serving Lehi, UT.

By how they work

Type	Advisors
Large-firm	3,323
Flat-fee	1,863
Independent	1,177
Seasoned	1,055
CFP®-certified	507

By who they serve

Type	Advisors
High-net-worth	706
Baby Boomer	43
Millennial	4

Browse by specialty

Find advisors serving Lehi, UT who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,018
Active portfolio management	1,323
Wealth management	1,192
Charitable giving & philanthropy	1,190
Executive	972
Retired	858
Tax-loss harvesting	766
Retirement plans for business owners (SEP, solo 401k)	748
Retirement income strategy	702
General retirement planning	552
General estate planning guidance	545
Private / alternative investments	497
Options & derivatives strategies	427
College savings (529s, UTMA, etc.)	383
Income planning	314
Approaching retirement	306
Cash flow / budgeting	275
Annuities	256
ESG / Sustainable investing	249
Business exit / sale strategy	235
HENRY (High Earners, Not Rich Yet)	223
Concentrated stock management	221
Mid-Career Professionals	215
Passive / index investing	196
Social Security optimization	166
Real estate investing	154
Business succession planning	118
Retirement withdrawal strategies	115
Divorce financial planning	107
Doctor or Medical Professional	106
Multi-generational wealth transfer	93
General tax planning	90
Financial Professional	71
Life insurance needs analysis	68
Business ownership considerations	62
Long-term care insurance	60
Debt management	51
Equity compensation tax strategy	45
Established Professionals	44
Retired	41
Planning for children with special needs	40
Self-Employed	34
Medicare planning	32
Tax strategies for small businesses	32
Equity Recipients (RS/RSU, SOP, ESPP)	29
Family Business	28
Attorney	26
Values-based investing	24
Educators, Teachers, and Academics	22
Business Financial Management	21
Liquidity event planning	17
Factor investing / smart beta	13
Business sale tax planning	12
LGBTQIA	12
Women Professionals	9
Intergenerational Families	8
Technology Professional	8
Military & Veterans	6
Charitable giving tax strategies	5
Home buying	3

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