Saint George, UT Office

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Forefront logo

Forefront

Multi-team

Firm-wide stats for Forefront

Total advisors

32

Across 23 offices

Clients per advisor

18 Very Low

Avg AUM per client

$419,021 Low

HNW client ratio

18% Typical

About

Forefront Wealth Partners is an SEC-registered, team-based adviser that serves individual clients (including high-net-worth individuals), business owners, and corporate clients. The firm provides discretionary investment management, comprehensive financial planning, estate-planning coordination, and cash-management services.

Forefront constructs customized portfolios guided by client-specific investment policies and may use third-party managers and turnkey platforms to implement allocation models while conducting periodic account reviews. Its planning services span business planning, tax and estate coordination, special-needs planning with a Chartered Special Needs Consultant, and it facilitates online estate-plan creation through EncorEstate Plans and Estate Guru.

Compared with many peers, Forefront operates across a notably large number of offices for a team firm and maintains a multi-advisor structure that integrates related businesses, including Forefront Tax Partners and Forefront Insurance Partners, and employee registrations with Calton & Associates. The firm also leverages Schwab’s educational conferences and cash-management solutions such as StoneCastle and Flourish, and its brochure discloses disciplinary history for the firm’s CEO (details available on IAPD).

Based on Forefront

Expertise

Business exit / sale strategy Business ownership considerations Cash flow / budgeting

Based on Forefront

Occupation focus

Founder/Business Owner

Based on Forefront

Location

50 East 100 South, Suite 200

Saint George UT 84770

Advisors at this office

1

Advisors at this office

Aaron B

CFP®

Saint George, UT

Forefront

I'm Aaron Best, your friendly neighborhood Certified Financial Planner. Born and raised in the stunning landscapes of Southern Utah, I’m a proud local who can’t imagine living anywhere else. After serving a 2 year church mission in the great state of Wisconsin, I found myself at Utah Valley University, where I threw shot put, discus, and hammer for the track team on scholarship. More importantly, it’s where I met and married my amazing wife, Danielle. Fast forward, and we now have four energetic kids who keep us on our toes and in stitches. When I'm not in the office crunching numbers and crafting financial plans, you’ll find me embracing the great outdoors with my family, fishing, camping, or coaching the local high school’s throwing events. My journey into the world of financial planning started with a lightbulb moment in a personal finance class at Utah Valley University. Inspired and excited, I set my sights on becoming a Certified Financial Planner. I kicked off my career at a top-tier financial services firm, diving deep into trading, investing, and retirement planning. From there, I moved to a prominent firm in northern Utah, where I discovered my true passion: working one-on-one with individuals and families to create customized financial plans. Now, I’m back in Southern Utah, bringing my expertise to my own wealth management firm. I get to help people and businesses navigate their financial futures – and I absolutely love it.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner
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