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Medicus Wealth Planning
“He helped us come up with a financial plan that best suited our needs and provided us with clear instructions on how to carry out that plan.”
Best Financial Advisors in Draper, UT
15 firms listed · 8 in Draper · 1 open weekends · all 15 rated 4.5+
Data verified October 18, 2026
Phibbs Financial
“He has made it feel possible to really have a good retirement.”
Proactive Wealth Concepts
“Very great to work with, and are there for what ever you need!”
Capita Financial Network
“They took time to listen and gave me personalized answers to my specific questions.”
Coign Capital Advisors
“I couldn't be happier to be trusting the great people at Coign Capital to help me with my financial goals.”
Suncrest Advisors
“Although I mostly work with Sean, I am happy knowing that he is part of a team of highly respected and knowledgeable professionals.”
The 15 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 15 firms we list here, 8 are in Draper itself and 7 come from Lehi (3, 6 mi), Sandy (2, 5 mi) and South Jordan (2, 7 mi). The firms on this page are rated from 4.5 to 5.0 across 920 reviews; 7 have 50 or more reviews. 1 is open on weekends. 2 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 32 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 8 list a public email and 6 take bookings online. 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?
6 of the 15 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.
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Plan Certain Financial, Real Estate, Estate Planning
“His responsiveness to questions was very comforting as we navigated the challenges of this program.”
Elevated Retirement Group
“Elevated Retirement most definitely takes a holistic approach to helping clients with their financial and retirement goals through education and transparency.”
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Taylor Proactive Team
“He was there when I first started both and has helped me throughout the process.”
Segelke Financial Group
“Great financial advice from an independent fiduciary.”
Tencap Wealth Coaching - Financial Advisor
“What has been most impressive has been their ability to listen and provide customized, individualized, and time sensitive/appropriate responses.”
Kranenburg Accounting & Tax Service Cpas
“Every year is about as stress free as it can get with taxes, thanks to Kranenburg and Kranenburg.”
B.o.s.s. Retirement Solutions and Advisors
“Brian is very good at serving us with updates, recommendations for future actions that will save us tax $”
Net Worth Advisory Group
“I never worry about retirement as I know they are looking out for me and will make sure I'm on track which takes off so much stress.”
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R.o.i. Wealth Management - Fee Only Financial Advisors
“They are very willing to answer questions and explain products to make sure we feel informed and empowered.”
Why these companies made our list
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