Best Financial Advisors in Draper, UT

24 firms listed · 9 in Draper · 4 open weekends · 23 rated 4.5+ · 2 show a license

Data verified October 18, 2026

Soulence Tax and Wealth Advisors

Soulence Tax and Wealth Advisors

(39)
  • Investment
  • Financial
  • Communication
“As a client who utilized their services for personal and business tax filings, as well as employee pay services, my overall experience has been nothing short of excellent.”
In Business Since 2011
13961 Minuteman Dr #101, Draper, UT
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Medicus Wealth Planning

Medicus Wealth Planning

(33)
  • Portfolio
  • Questions
  • Confidence
“Retiring was a daunting experience for us and we didn't feel like we had the knowledge and expertise to have our retirement funds taken care of properly on our own.”
In Business Since 2016
11681 S 700 E Suite 200, Draper, UT
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Proactive Wealth Concepts

Proactive Wealth Concepts

(15)
  • Expertise
  • Needs
  • Mind
“We appreciate all you have done for us over the past years.”
BBB Rating: A+
In Business Since 2012
12527 S Fort St, Draper, UT
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Granite Canyon Wealth Management

Granite Canyon Wealth Management

(14)
  • Markets
  • Knowledge
  • Sound
“I totally trust wisdom and guidance of Granite Canyon Wealth Management in providing guidance on planning for and managing our retirement funds now and in the coming years.”
CRD# 304313
Family Business
In Business Since 2015
11650 S State St Suite 200, Draper, UT
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Coign Capital Advisors

Coign Capital Advisors

(15)
  • Trust
  • Team
“Beyond the knowledgeable advice and management of our portfolio, the trust built with Zeb and the rest of the Coign Capital team allows us to enjoy our present knowing that we have someone helping us take care of our future...”
In Business Since 2013
12012 S 700 E Ste 100, Draper, UT
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Stonecreek Wealth Advisors

Stonecreek Wealth Advisors

(19)
  • Investments
  • Knowledge
  • Questions
“As I discuss financial, tax and planning matters with him, it is apparent he is knowledgable in all aspects and he provides thoughtful advice and guidance.”
In Business Since 2006
11576 S State St Bldg. 1002, Draper, UT
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The 24 firms listed for Draper, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Draper, UT

Of the 24 firms we list here, 9 are in Draper itself and 15 come from towns including Sandy (4, 5 mi), Lehi (4, 6 mi) and South Jordan (2, 7 mi). The firms on this page are rated from 4.2 to 5.0 across 1,509 reviews; 8 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (84%) and quality (75%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (3), financial planning (2) and tax services (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 32 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Draper take financial planning bookings online?

10 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Suncrest Advisors

Suncrest Advisors

Accepts Cash
In Business Since 2006
1199 Sunset Dunes Way, Draper, UT
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Plan Certain Financial, Real Estate, Estate Planning

Plan Certain Financial, Real Estate, Estate Planning

(10)
  • Job
  • Trust
  • Loan
“We had many concerns and a unique set of family circumstances we wanted to address with the trust and he presented several good options so we could choose the plan that best fit our needs.”
In Business Since 2018
13894 S Bangerter Pkwy Ste 200, Draper, UT
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Elevated Retirement Group - Utah

Elevated Retirement Group - Utah

(2)
“Elevated Retirement most definitely takes a holistic approach to helping clients with their financial and retirement goals through education and transparency.”
In Business Since 2015
11925 S 700 E, Draper, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(48)
“If you want to feel like you matter as a client and are looking for exemplary customer service, I STRONGLY recommend Butler Tax & Accounting for all your needs.”
BBB Accredited
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2004
Salt Lake City, UT · 20 mi from Draper
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Taylor Proactive Team

Taylor Proactive Team

(50)
  • Information
  • Needs
  • Confidence
“He is also proactive with, and cares about, his clients: an example is when Covid hit, he sent out emails to all his clients informing them of the PPP loan programs, how to apply for them, and how to get some or all of those loans forgiven, if war...”
Remote Consultations Available
Free Initial Consultation
In Business Since 2023
Sandy, UT · 5 mi from Draper
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Tax Accounting Corporation of America

Tax Accounting Corporation of America

(48)
  • Tax Planning
  • Team
  • Communication
“Rob Haertel has been doing our taxes for over 20 years - both corporate and personal -He has also taken care of any questions the IRS has had from time to time and has resolved their questions and issues quickly at no extra charge.”
In Business Since 2007
Murray, UT · 11 mi from Draper
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B.o.s.s. Retirement Solutions and Advisors

B.o.s.s. Retirement Solutions and Advisors

(49)
  • Mind
  • Future
  • Happy
“The structure of thier programs are, when you do better, they also will do better, so it is in their interest also to really manage every aspect of your investments.”
In Business Since 2014
Lehi, UT · 6 mi from Draper
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Kranenburg Accounting & Tax Service Cpas

Kranenburg Accounting & Tax Service Cpas

(50)
  • Expert
  • Accountant
  • Mail
“They are great and have always been willing to work closely to provide the necessary information to be able finish my tax returns, they are also great friends!”
Transparent Fees & Pricing
In Business Since 1994
Lehi, UT · 6 mi from Draper
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Larry Cox & Associates

Larry Cox & Associates

(13)
  • Team
“The first thing I found with Larry Cox Accounting,, it seems that their prices are going to be much less than what I've been paying with the competing firm [little-more than half of what I was paying elsewhere],, relevant to what I'd been perceiving...”
BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Lehi, UT · 6 mi from Draper
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Wasatch Tax and Accounting

Wasatch Tax and Accounting

(46)
  • Information
  • Questions
  • Fees
“Great feeling even after all these years to finish taxes feeling confident that all my questions and concerns have been personally and professionally resolved by Wasatch Tax and Accounting.”
Accepts All Major Credit Cards
In Business Since 2011
Highland, UT · 6 mi from Draper
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Net Worth Advisory Group

Net Worth Advisory Group

(46)
  • Decisions
  • Fee
  • Risk
“Net Worth Advisory Group has taken the best care of our retirement funds and given us the security of knowing we will have the finances to take care of us in our old age.”
Transparent Fees & Pricing
In Business Since 2003
Sandy, UT · 5 mi from Draper
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New Millennium Group - Financial Advisors

New Millennium Group - Financial Advisors

(50)
  • Life
  • Investment
  • Goals
“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”
In Business Since 2019
Sandy, UT · 5 mi from Draper
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Genwealth Advisory Group

Genwealth Advisory Group

(39)
  • The Office
  • Team
  • Presentation
“We moved our assets to Gen Wealth and, after 10 years and two previous financial advisers, we finally saw a constant increase in our combined holdings, which was not the case previously.”
In Business Since 2022
Sandy, UT · 5 mi from Draper
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Capital Wealth

Capital Wealth

(49)
  • Trust
  • Understand
  • Educated
“Mike was always responsive to my Vision and Goals for my own Retirement in demonstrating a funding plan where I could enjoy the fruits of my labors in the way I wanted, & sooner than I ever thought possible.”
In Business Since 1998
Lehi, UT · 6 mi from Draper
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Integrated Financial Group

Integrated Financial Group

(38)
  • Understand
  • Goals
  • Trust
“We didn't know much about stocks and investments or where to begin, and Cortney listened to our goals and helped guide us and explain everything in a way we understood.”
In Business Since 2009
South Jordan, UT · 7 mi from Draper
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Momentum Wealth

Momentum Wealth

(37)
  • Emails
  • Investments
  • Calls
“He patiently took the time to answer all our questions (some of which were repeats) not only at our first meeting but afterward via emails and follow-up meetings”
Licensed
In Business Since 2023
Orem, UT · 16 mi from Draper
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
  • Diversify
  • Understanding
  • Heart
“Greg helped us come to a clear understanding about some important things, things that are all very important for my family to act on now, and all very weighty matters for us.”
Remote Consultations Available
15+ Years Experience
South Jordan, UT · 7 mi from Draper
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Core Financial

Core Financial

(40)
  • Interest
  • Team
  • Future
“Darin is awesome and guided us step by step through the process of choosing which Medicare plan would be best for our needs and when would be the best time for us to begin taking our social security.”
In Business Since 2010
Pleasant Grove, UT · 12 mi from Draper
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Retirement Planning and Investment Management Services in Draper, UT Cost Estimates

Minimum cost
$1016
Maximum cost
$8632
National Average
$3047
Avg Per Hour Rates
$305
$2032
$5586
Average price range is based on 267 cost profiles
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Average Cost $3047
Minimum cost $1016
Maximum cost $8632
Avg Per Hour Rates $305

Average range $2032 to $5586 is based on 267 cost profiles.

Why these companies made our list

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