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

(49)

Information
Peace
Happy

“We are routinely impressed at how knowledgeable Zach and Brandon are with regard to our current financial situation, as well as helping us to feel secure about our future financial well-being.”

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Lighthouse Financial

(49)

Questions
Venture
Team

“With her guidance, and little effort on my part, my credit score increased and I then had more access to additional funds which was very important to my newest business venture.”

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Kranenburg Accounting & Tax Service Cpas

(50)

Tax & Accounting Services, Tax Resolution 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.”

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Larry Cox & Associates

(13)

Tax Services, Services For Individuals, Quickbooks Services

“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...”

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Capital Wealth

(49)

Options
IRA
Educated

“When my daughter lost her husband to COVID, Mike Stevens at Capital Wealth Advisors stepped in to help coordinate the settlement of his estate and set up a financial plan for her benefit.”

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Paramount Tax & Accounting Cpas of Lehi

(30)

IRS Problem Resolutions, Incorporate, Tax Planning

“I have been searching for a CPA well versed in S-corps for a LONG time and even on my first meeting with Jeffrey he exemplified so much knowledge on how to help me save on my taxes.”

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R.o.i. Wealth Management - Fee Only Financial Advisors

(27)

Accounts
Portfolio
Goals

“I have worked with ROI for over 20 years and have always found them to be easy to work with, well informed about the financial matters, and on the cutting edge of portfolio management.”

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Rovin Capital

(20)

Company
Portfolio
The Future

“Excellent communication and very knowledgeable with regards to personal finance, current events/market conditions, and other types of alternative investment vehicles.”

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Switchpoint Financial Planning

(8)

Financial Advisor

“I've been investing on my own for 20 years, and he found opportunities for me to optimize between my tax advantaged accounts that I'd have never known about without his help.”

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Links Consulting

(6)

“His professionalism and knowledge is outstanding and I would highly recommend him for your financial planning needs.”

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Future Focus Financial

(2)

Knowledge
Presentations
Attention

“I've experienced firsthand the attention to detail that Breck and her team show during their presentations and was impressed by the knowledge and education I received on a topic in finance that can be complex at times.”

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Drive Wealth Advisers

(2)

“I have worked with Lowell and Avereigh for several years now and they are always prompt with communication, extremely knowledgeable, and provide excellent service.”

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Redstone Advisors

(1)

“They are the best investment advisors and financial planners.”

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Amplēo

(2)

Company
Knowledge

“We have been able to make very crucial decisions based on the data analysis of our cash flow and budgeting that only would have been possible with the help provided by Jeff.”

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Pillar Capital

Investment Philosophy, Asset Class Investing, Risk and Return Are Related

“We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.”

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Solidarity Wealth

“Families with significant wealth face unique challenges that require specialized knowledge and expertise to navigate successfully. At Solidarity Wealth, our high-touch Multi-Family Office services help to manage the entire financial life of a family,...”

Featured

Money vs. Wealth: How to Create Wealthy Habits When most people think about wealth, they think of money. But the truth is, wealth stretches well beyond just numbers. Real wealth is rooted in your lifestyle—both your financial and non-financial habits. Growing up in Salt Lake City, we had a beanpole family—meaning I grew up in the same house with my parents, all my siblings, and also my grandparents. More than just a unique way to live, I learned by example the value of hard work from watching my parents and grandparents. It wasn’t until much later on that it really dawned on me: there is a difference between simply living life and living life purposefully. Let’s discuss how developing wealthy habits can help you embrace your purpose, build family harmony, and forge a lasting legacy.

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Lone Peak Capital Management

“Unlike some financial advisers, we don't lock away your money or charge fees if you change your mind. No lock-up periods, no account-closure fees, no surrender penalties. If you decide these investment strategies are not a good fit, you can easily mo...”

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Hedgehog Investments

“Hedgehog Investments is an alternative investment model that allows investors to earn high returns by placing those funds into a system designed to help small businesses grow. With Hedgehog, investors can strengthen their portfolio by lending their c...”

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Freedom Time Wealth

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Jordan Jones, Financial Advisor

“Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride...”

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Premier Choice Wealth Advisors

“Before founding Premier Choice Wealth Advisors LLC, Adam owned several businesses including a Nationwide Insurance Agency, a Mortgage Brokerage, and several Real Estate Brokerages. His extensive business development experience has allowed Adam to pro...”

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The Jones CPA Group

(50)

Business Services, Services For Individuals, Services For Quickbooks

“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.”

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Gurr CPA

(49)

Communication
Financial
Service

“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...”

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Ascent Law

(43)

Bankruptcy Law, Family Law, Credit Repair

“A few days pass and lo and behold, I hear that CPS (or whatever Utah calls it) had been to the school to interview my daughter and my neighbor said they were by the house looking for me while I was at work”

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Average Cost	$3311
Minimum cost	$1104
Maximum cost	$9379
Avg Per Hour Rates	$332

Best Financial Advisors in Lehi, UT

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Lehi area.

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

Lighthouse Financial

Kranenburg Accounting & Tax Service Cpas

Larry Cox & Associates

Capital Wealth

Paramount Tax & Accounting Cpas of Lehi

R.o.i. Wealth Management - Fee Only Financial Advisors

Rovin Capital

Switchpoint Financial Planning

Links Consulting

Future Focus Financial

Drive Wealth Advisers

Redstone Advisors

Amplēo

Pillar Capital

Solidarity Wealth

Lone Peak Capital Management

Hedgehog Investments

Freedom Time Wealth

Jordan Jones, Financial Advisor

Premier Choice Wealth Advisors

The Jones CPA Group

Gurr CPA

Ascent Law

Retirement Planning and Investment Management Services in Lehi, UT Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lehi

Popular in Lehi