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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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Kranenburg Accounting & Tax Service Cpas

(50)

Information
Tax Advice
Mail

“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)

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...”

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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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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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The 24 firms listed for Lehi, 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: Lehi, UT

Of the 24 firms we list here, 18 are in Lehi itself and 6 come from Orem (3, 12 mi), Sandy (2, 11 mi) and Draper (1, 6 mi). 17 of the firms on this page have a rating, from 4.2 to 5.0 across 1,080 reviews; 7 have 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (87%) and quality (81%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 32 years. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 15 list a public email and 3 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 any financial advisers listed for Lehi offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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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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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

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Solidarity Wealth

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Lone Peak Capital Management

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Hedgehog Investments

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Freedom Time Wealth

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Jordan Jones, Financial Advisor

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Premier Choice Wealth Advisors

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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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Mainstreet Tax & Accounting Services

(29)

Pay
Prices
Email

“However, on my additional trip to the office, David B Larsen, the owner, quickly corrected them and found additional tax deductions initially overlooked.”

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Taylor Proactive Team

(50)

Knowledge
Benefit
Confidence

“When we bought a house in the middle of our taxes being prepared he worked with our mortgage officer to make sure everything they needed was available to get the mortgage approved.”

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Squire

(46)

“I was originally with another firm up the street Hawkins cloward and simister and they messed up my taxes so bad it tripled what i owed, triggered an audit and they we charging waaaay more than squire does to boot.”

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Soulence Tax and Wealth Advisors

(39)

Strategy
Payroll
Communication

“Each year, I get the best customer service, time with the accountant to ask questions and understand developments in the tax code, and they maximize my returns to the extent possible.”

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Net Worth Advisory Group

(46)

Goals
Meeting
Risk

“I strongly recommend that you contact them and ask for a copy of Ray's book - you need to understand the difference between fee based and fee only financial advisors and how they manage your money.”

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

Best Financial Advisors in Lehi, UT

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

Kranenburg Accounting & Tax Service Cpas

Larry Cox & Associates

Capital Wealth

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

Rovin Capital

Area overview: Lehi, UT

Switchpoint Financial Planning

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

Gurr CPA

Mainstreet Tax & Accounting Services

Taylor Proactive Team

Squire

Soulence Tax and Wealth Advisors

Net Worth Advisory Group

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

Why these companies made our list

Financial Advisors near Lehi

Popular in Lehi