Top financial advisors in Murray, 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 a financial advisor in Murray, UT if you're navigating life changes like starting a family or planning for your children's education. Without guidance tuned to your local economy and community values, you could miss opportunities that fit your unique situation.
- Local economic insight. Ask how they incorporate Murray's job growth trends into your financial plan.
- Family-focused planning. Confirm they address expenses like education and healthcare that often rise with growing households.
- Experience with life stages. See if they adapt strategies as your priorities shift from wealth building to preservation.
- 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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John N
Series 63, Series 66
Murray, UT
LPL Financial
John Neuenswander offers expertise in wealth management and college savings plans, making him well-suited for families in Murray, UT navigating education and retirement planning. With 31 years of experience and affiliation with LPL Financial, a large firm providing diverse advisory services, he offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent fee structures and seasoned guidance.
Experience: 31 years
Avg account: $399,489
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Jennifer G
CFP®, Series 66
Murray, UT
Raymond James Financial
Jennifer Gomm offers financial planning in Murray, UT, with a focus on retirement, business succession, and cash flow management, which suits clients navigating life changes like family growth. Her CFP® certification, flat-fee structure, and affiliation with the large firm Raymond James Financial provide a blend of personalized service and broad resources, distinguishing her from advisors with different fee models or smaller firm affiliations.
Experience: 11 years
Avg account: $700,796
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Colter W
Series 63, Series 66
Murray, UT
J.P. Morgan Securities
Colter Wilcock offers wealth management services in Murray, UT, backed by seven years of experience and Series 63 and 66 licenses, making him well-equipped to address local financial needs. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized asset allocation advice, he provides a 0.30% annual AUM fee structure and serves executive and business owner clients, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $318,381
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David C
Series 66
Murray, UT
SPC
David Collette offers expertise in retirement income strategy and tax-loss harvesting, which can support families in Murray, UT, managing evolving financial priorities like education and healthcare costs. His affiliation with SPC, a large firm managing $5.66 billion in assets, provides access to comprehensive planning and ERISA-related retirement services, with a clear flat-fee structure that includes segmented and comprehensive plans, distinguishing him from advisors with different fee models or smaller firm resources.
Experience: 5 years
Avg account: $192,080
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Larry M
Series 65, Series 63
Murray, UT
CWM, LLC
Larry Macfarlane offers financial planning and investment management with flat annual fees, suitable for clients in Murray, UT navigating family and life stage changes. His firm, CWM, LLC, serves diverse clients including high-net-worth families and uses discretionary portfolio management with in-house and third-party models, differentiating him from advisors with smaller firms or different fee structures.
Experience: 4 years
Avg account: $875,860
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