Funk Rockwell
“We initially went to Matt for tax filing for our small business and he suggested ways that we could restructure our business to save on taxes in the future.”
Best Financial Advisors in Logan, UT
15 firms listed · 12 in Logan · 9 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Choules Financial
“Abby is someone I met as well, she works within the new business section and she provides such clarity and confidence.”
Adams Wealth Advisors
“They have helped me and my husband get a great start to our marriage financially wise.”
Advocate Tax & Accounting
“I made the switch to Dave brown at advocate tax & accounting 3 years ago, he is awesome to work with, He takes a lot of stress out of filing taxes and provides an awesome service!”
Henderson and Floyd Financial
“Knowledgable and great commmunicators - just the kinds of people you want to work with.”
Wealth Innovation Group
“I appreciate their knowledge and experience and plan on continuing future endeavors with them.”
The 15 firms listed for Logan, 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: Logan, UT
Of the 15 firms we list here, 12 are in Logan itself and 3 come from North Logan (1, 2 mi) and Providence (1, 2 mi). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 93 reviews; 9 are rated 4.5 or higher. 3 show a license on their websites and 1 has a BBB rating of A or A+. 13 have ten or more years of experience, the longest 27 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 2 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 Logan take financial planning bookings online?
2 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.
Beacon Financial Planning
“These guys are the real deal.”
Peak Investment Coaching
“In our opinion David earned the title by being an excellent teacher that is both honest and has your best interest at heart.”
Summit Group Wealth Advisors
“Every time you work with Jerry you get a confident feeling about where your money is at.”
Carmichael Financial Advisors
Harold Dance Investments
Summit Capital Financial Group
Dransfield and Associates
Skyline Payee Services
Cache Financial
“He was respectful and patient with my wife.”
Why these companies made our list
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