Top financial advisors in Orem, 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 Orem, 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 Orem's job growth and community trends into your planning.
- Family-focused strategies. Confirm they address expenses and savings plans that align with raising children or supporting relatives.
- Experience with life stages. Look for advisors who adjust recommendations as your priorities shift from wealth accumulation to preservation.
- Fee structure clarity. Understand how flat-fee arrangements might impact the advice you receive and ongoing service.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tammy J
Series 65
Orem, UT
Compound Planning, Inc.
Tammy Johns offers financial planning in Orem, UT, with expertise in tax-loss harvesting, ESG investing, and retirement plans for business owners, which suits clients navigating life changes like starting a family or planning a home. Her flat-fee and hourly consulting options, combined with experience serving high earners and business owners, provide flexible, tailored advice compared to other advisors in the area.
Experience: 4 years
Avg account: $262,119
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Joseph A
CFP®, Series 65
Orem, UT
Exponent Wealth LLC
Joseph Adair offers financial planning tailored to high-net-worth clients in Orem, UT, with expertise in private investments, tax-loss harvesting, and business exit strategies. His firm, Exponent Wealth LLC, employs a Modern Portfolio Theory approach and serves clients with multimillion-dollar assets, providing both discretionary and non-discretionary management with negotiable fees up to 1.25% annually, distinguishing him from advisors with broader client bases or different fee structures.
Experience: 6 years
Avg account: $1,149,645
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Allison D
CFP®, Series 66
Orem, UT
Journey Beyond Wealth
Allison Daines offers financial planning and investment management tailored to high-net-worth individuals and families in Orem, UT, with expertise in retirement planning, budgeting, and college savings. Her firm, Journey Beyond Wealth, employs a passive allocation strategy grounded in Modern Portfolio Theory and provides specialized Family Office services, distinguishing her approach from others with a focus on multigenerational education and family meetings.
Experience: 4 years
Avg account: $2,296,032
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David M
CFP®
Orem, UT
Facet
David Mawhinney is well-suited for clients in Orem, UT, especially Millennials and those in the entertainment industry, offering expertise in college savings, retirement withdrawal strategies, and tax-loss harvesting. His flat-fee structure and independent status differentiate him from others, providing transparent pricing and personalized service tailored to creative professionals navigating unique financial paths.
Experience: 6 years
Avg account: $541,077
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Colby W
Series 63, Series 65
Orem, UT
Corecap Advisors
Colby Wight offers extensive expertise in retirement income strategy and income planning, well-suited for clients in Orem navigating life changes like starting a family or planning for a home. With 31 years of experience at CoreCap Advisors, he provides flat-fee financial planning and employs a long-term, individualized investment approach using mutual funds, ETFs, and equities, differentiating him from advisors with less flexible fee structures or narrower investment options.
Experience: 32 years
Avg account: $412,164
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