Top business Financial Management financial advisors in Orem, UT

Tammy Johns is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses a fiduciary approach with risk-based model allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Joseph Adair is a CFP® with six years of industry experience currently serving at Exponent Wealth LLC. He previously worked at Diversify Wealth Management, Caliber Wealth Management, and other firms. Joseph’s background includes roles at both financial advisory firms and corporate positions. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and serves primarily founder and executive clients in real estate, venture capital, and private equity.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators. As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor. I knew I could help online influencers and content creators with their unique challenges and situations. I knew I could help them live their life how they want and aligning their money with their dreams. Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with. I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!

Colby Wight is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with CoreCap Advisors since 2015. Outside of his advisory role, he works as a DoorDash delivery driver. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning for individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.