Ways to browse Seasoned advisors serving Utah

Pick a specialty to browse more Seasoned advisors serving Utah.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,143
Retired	698
Wealth management	609
Executive	523
Retirement plans for business owners (SEP, solo 401k)	432
Tax-loss harvesting	428
Retirement income strategy	356
Active portfolio management	350
College savings (529s, UTMA, etc.)	255
General retirement planning	254
Charitable giving & philanthropy	251
General estate planning guidance	231
Private / alternative investments	231
Income planning	199
Options & derivatives strategies	190
ESG / Sustainable investing	189
Annuities	185
Approaching retirement	185
Cash flow / budgeting	168
Business exit / sale strategy	166
Passive / index investing	126
HENRY (High Earners, Not Rich Yet)	118
Mid-Career Professionals	117
Concentrated stock management	110
Social Security optimization	104
Self-Employed	89
Retirement withdrawal strategies	80
Business succession planning	72
Equity compensation tax strategy	72
Divorce financial planning	38
Real estate investing	38
Financial Professional	37
General tax planning	33
Multi-generational wealth transfer	27
Doctor or Medical Professional	25
Planning for children with special needs	25
Established Professionals	24
Long-term care insurance	22
Business ownership considerations	19
Educators, Teachers, and Academics	13
Values-based investing	13
Attorney	12
Life insurance needs analysis	11
Medicare planning	9
Debt management	6
Retired	6
Women Professionals	6
Equity Recipients (RS/RSU, SOP, ESPP)	5
Tax strategies for small businesses	5
Charitable giving tax strategies	3

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