Best Financial Advisors in American Fork, UT

Handpicked from 167 vetted & reviewed Financial Planning & Wealth Management firms in the American Fork area, explore the top 5 standout choices among the selected group of 24 finalists.

White Cap Wealth Management

White Cap Wealth Management

(3)
“Best financials planners in Utah.”
In Business Since 2017
67 N Center St, American Fork, UT 84003
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Wilkins & Holman Cpas

Wilkins & Holman Cpas

(27)
  • Job
  • Knowledge
  • Price
“He was super informative, answered all questions and was really quick to get back to us despite all the information and paperwork we gave to him to figure out.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2000
321 N 1100 E suite e, American Fork, UT 84003
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7 Figures Funding

7 Figures Funding

(27)
  • Interest
  • Startup
  • The Future
“They got me more than double what I asked for, the employees are friendly and knowledgeable, they told me exactly what to do to get the best approvals and it more than worked.”
Offers Financing Options
In Business Since 2018
915 S 500 E Suite 100, American Fork, UT 84003
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Drilldown Solution - Dental CPA

Drilldown Solution - Dental CPA

(28)
Electronic Filing
“They're fantastic at dealing with the HEY YOU OWE US CASH letters that are typical for accountants, but strike fear in the hearts of mere mortals who haven't spent years studying tax code.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Debit, Paypal
In Business Since 2007
1112 E 300 N Suite 101, American Fork, UT 84003
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Total Financial Health

Total Financial Health

(32)
  • Market
  • Insurance
  • Questions
“I had several questions I needed answers to and after several conversations with Johnny, his advice has helped me plan and feel a lot better about my financial goals.”
In Business Since 2010
12 W 100 N St #201a, American Fork, UT 84003
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
CH Retirement

CH Retirement

(2)
Services, CH Planning Process, CH Investment Process
“I have worked with them for over 12 years and I know they are working for me.”
Transparent Fees & Pricing
In Business Since 1998
1024 Bamberger Dr, American Fork, UT 84003
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Sword and Shield Estate Planning

Sword and Shield Estate Planning

(15)
  • Knowledge
  • Honest
  • Trust
“He has been very helpful in making a seemingly overwhelming task of getting our financials identified and consolidated - making it easy and manageable.”
Free Initial Consultation
Licensed
In Business Since 2023
Serving American Fork Area
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Diamondback Financial Services

Diamondback Financial Services

(2)
Investment Management, Financial Planning
“The service that I get from Austin is outstanding.”
In Business Since 2022
12 W 100 N St Suite 202-E, American Fork, UT 84003
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McKenna Financial Services and Insurances

McKenna Financial Services and Insurances

(2)
“Was in a rush to get my taxes done and was referred to this company.”
Accepts Cash
In Business Since 1974
76 S 360 E suite c, American Fork, UT 84003
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Allred Jackson

Allred Jackson

(7)
Tax Services, Financial Analysis, Wealth Management
“They have done our business and personal taxes for years.”
Accepts Cash
30+ Years Experience
135 N 100 E, American Fork, UT
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RCM Investments

RCM Investments

In Business Since 2010
1112 E 300 N #200, American Fork, UT
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Tax Saving Solutions

Tax Saving Solutions

“스카치브라이트 고무장갑 중형은 주방 및 청소용으로 편리하게 사용할 수 있습니다. 부드러운 파스텔핑크 색상으로 화사한 분위기를 연출할 수 있어요. 5켤레로 구성되어 있어서 여유롭게 교체하여 사용할 수 있고, 중(M) 사이즈로 다양한 손 크기에 적합합니다. 내구성...”
In Business Since 2012
Serving American Fork Area
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Gurr CPA

Gurr CPA

(50)
  • Tax Laws
  • Communication
  • Knowledge
“In Aug 2020 (yes, lovely year to take over a business), we purchased the business and have had Gurr CPA help us with our accounting (payroll, business expenses, taxes, etc), the team has been amazing in their efforts and responsiveness to our new jou...”
Transparent Fees & Pricing
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
Free Initial Consultation
Offers Financing Options
1156 State St #202, Orem, UT
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The Jones CPA Group

The Jones CPA Group

(49)
Services For Quickbooks, Business Services, Industries
“The Jones Group is amazing because of their excellent tax competence, but also because of their care and help with gathering the records and contacting sources that I have needed.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
1443 W 800 N STE 301, Orem, UT
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Ascent Law

Ascent Law

(47)
Real Estate Law, Trade Secrets, Estate Planning Law
“After almost a year of having a torn up kitchen and bathroom, I reached out and talked initallly with Mike Loertscher who was amazing at giving general guidance.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
Serving American Fork Area
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New Millennium Group - Financial Advisors

New Millennium Group - Financial Advisors

(50)
Investment Services, Wealth Preservation, Estate Planning
“I've been with Derek for over 7 years and he has taken my retirement money and giving me a decent retirement I recommend him highly he is an honest and very helpful friend.”
Free Initial Consultation
In Business Since 2019
10050 State St, Sandy, UT
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Ricks & Company

Ricks & Company

(50)
Incorporations, Quickbooks Accounting, IRS Problem Resolution
“They've always had my businesses best interest at heart and have helped me when I've needed question answered year after year as part of the package working with Ricks & Co.”
Free Initial Consultation
In Business Since 2009
9565 S 700 E, Sandy, UT
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Taylor Proactive Team

Taylor Proactive Team

(50)
Advanced Financial Planning, Books & Business Advisory, Tax Services
“He is incredibly patient and has been willing to explain things slowly until I understand them, which has been so helpful as I don't have his accounting brain.”
Free Initial Consultation
Offers Financing Options
Remote Consultations Available
In Business Since 2023
11075 S State St #32B, Sandy, UT
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Joseph M Larsen CPA

Joseph M Larsen CPA

(46)
  • Trust
  • Questions
  • Work
“I was in and out in a jiffy and was treated like a valued customer even though I am not a gigantic corporation where he is going to make a bazillion dollars.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1995
3549 N University Ave #225, Provo, UT
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Mainstreet Tax & Accounting Services

Mainstreet Tax & Accounting Services

(28)
Investments, Insurance & Financial Services, Payroll Services, LLC & Corporate Entity Organization
“When we got a letter from the IRS for a tax year that they did not do our taxes they still helped us figure out what we needed to do and didn't charge us for doing it.”
Licensed, BBB Rating: A+
In Business Since 2008
1049 S Orem Blvd, Orem, UT
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Ascent Law

Ascent Law

(24)
Marijuana Offenses, How Does A Prior Arrest Or Conviction Impact A Criminal Case?, Long Term Care
“I had gone to another firm, and nothing was done, went to Ascent Law, and they took care of everything in a timely manner and was keeping me in touch with everything.”
Coupons & Offers
Accepts All Major Credit Cards
Family Business
Free Initial Consultation
Serving American Fork Area
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B.o.s.s. Retirement Solutions Lehi Office

B.o.s.s. Retirement Solutions Lehi Office

(50)
  • Meeting
  • Feel
  • Information
“Everyone from Tyson Thacker to Dave Whitworth and several others have been exceptional to work with in finding solutions to our business and personal needs.”
In Business Since 2014
3400 N Ashton Blvd #190, Lehi, UT
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Lighthouse Financial

Lighthouse Financial

(49)
  • Communication
  • Patient
  • Questions
“Lighthouse was always patient when I called while assuring me that I was doing everything correctly to obtain the maximum credit I needed to begin my business.”
In Business Since 2020
3381 W Mayflower Ave, Lehi, UT
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Kranenburg Accounting & Tax Service Cpas

Kranenburg Accounting & Tax Service Cpas

(50)
Tax Resolution Services, Tax & Accounting Services
“They are not only top-notch professionals, but really good people who actually care about their clients and we're grateful to have known them for so long.”
Transparent Fees & Pricing
In Business Since 1993
2972 W Maple Loop Dr STE 302, Lehi, UT
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Retirement Planning and Investment Management Services in American Fork, UT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 544 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 544 cost profiles.

Why these companies made our list

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