Top financial advisors in Provo, 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 financial advice in Provo, UT, if you're navigating a growing career or managing family finances in a community with strong job growth. A common mistake is working with an advisor who doesn't consider how your local economic environment and family goals affect your financial plan.
- Community-focused insight. Look for advisors who understand Provo's job market trends and family dynamics to align your plan with local opportunities.
- Life stage alignment. Confirm how they tailor strategies for younger households balancing career growth and family needs.
- Experience with regional factors. Ask how they incorporate Utah-specific tax rules or cost-of-living changes into your financial roadmap.
- Holistic family planning. Ensure they address education funding, home buying, and retirement as interconnected goals rather than isolated issues.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Trent C
CFP®, Series 65
Provo, UT
Sunset Retirement Advisors LLC
Trent Colledge offers expertise in retirement planning and income strategy, well-suited for clients in Provo navigating retirement and cash flow concerns. His independent, flat-fee approach at Sunset Retirement Advisors LLC, combined with six years of experience and a CFP® designation, distinguishes him from others by focusing on employer-sponsored retirement plans and institutional consulting.
Experience: 7 years
Avg account: $86,208
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Keve B
Series 65
Provo, UT
Hurley Investments, LLC
Keve Bybee offers financial advice in Provo, UT, with nine years of experience and a Series 65 designation, focusing on options and derivatives strategies alongside active portfolio management. His firm, Hurley Investments, LLC, serves individuals, small businesses, and nonprofits using a discretionary approach that blends fundamental and technical analysis, differentiating him through specialized use of collar option strategies and a 2.50% annual AUM fee.
Experience: 9 years
Avg account: $540,741
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Darren W
Series 66, Series 63
Provo, UT
Cambridge Investment Research Advisors
Darren Walker's 16 years of experience and expertise in retirement income strategy and plans for business owners make him well-suited for clients in Provo balancing career growth and family needs. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse client services, he provides access to multiple account platforms and third-party sub-advisers, distinguishing him from advisors with narrower scopes or fee structures.
Experience: 16 years
Avg account: $378,281
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Bruce C
Series 63, Series 65
Provo, UT
Chugg Wealth Strategies, LLC
Bruce Chugg offers nearly three decades of experience in Provo, UT, with a focus on options and derivatives strategies, making him well-suited for clients navigating complex investment needs in a growing local economy. His independent firm emphasizes client-directed portfolios with non-discretionary accounts, providing personalized control and a fee structure of 1% AUM or $100 hourly for planning, distinguishing him from advisors with discretionary management styles.
Experience: 30 years
Avg account: $1,185,016
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John G
Series 66
Provo, UT
B.O.S.S. Retirement Advisors, LLC
John Gehrke offers retirement planning, annuities, and life insurance analysis in Provo, UT, with six years of experience and a Series 66 designation. His firm, B.O.S.S. Retirement Advisors, LLC, serves a diverse client base including high-net-worth individuals and businesses, using diversified model portfolios and a flat-fee structure starting at $500, which may appeal to clients seeking transparent costs and comprehensive investment management.
Experience: 7 years
Avg account: $273,761
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