Providence, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Connect Financial Advisors
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About
Connect Financial Advisors provides discretionary portfolio management and written financial planning to individual and high‑net‑worth clients as well as small businesses, trusts, and other entities. The firm generally charges asset‑based fees billed monthly in advance and offers portfolio management for both taxable and retirement accounts, consistent with common practices among peers.
The firm develops an investment policy statement for each client and manages accounts under discretionary authority, using a mix of long‑term and tactical strategies tailored to client objectives and risk tolerances. Its investment process draws on fundamental, technical, and cyclical analysis and can include the use of margin, short sales, and third‑party planning software; the brochure also discloses that some service providers use artificial intelligence or machine learning, which the firm monitors as a risk factor.
What distinguishes the firm is that several of its principals are licensed insurance agents and may offer commissionable insurance products, a potential conflict the firm discloses and supervises, and that one partner serves as general partner of a private investment fund in which some clients may invest. The firm also operates from multiple offices (more locations than many supported peers) and documents client restrictions in writing while not voting client proxies.
Based on Connect Financial Advisors
Expertise
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Demographic focus
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Location
Providence UT
Advisors at this office
3
Advisors at this office
James V
Series 63, Series 65
Providence, UT
Connect Financial Advisors
James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.
Tyler V
CFP®, Series 66
Providence, UT
Connect Financial Advisors
Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.
Adam A
Series 63, Series 66
Providence, UT
Connect Financial Advisors
Adam Anderson is a financial advisor at Connect Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Ameriprise Financial Services. Anderson is also a general partner at Tree Line Income, LP, where he manages capital for a private fund. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and manages approximately $58.6 million in discretionary assets across about 443 client relationships.
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