Gurr CPA
“I have worked with this group for a few years, and they have a fantastic process for keeping things on track and organized.”
Best Financial Advisors in Orem, UT
16 firms listed · all 16 in Orem · 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Peterson Wealth Advisors
“I now have the confidence in my retirement plan thanks to Carson and Peterson Wealth Advisors!”
Mainstreet Tax & Accounting Services
“I feel I get great results and their prices are extremely fair.”
Momentum Wealth
“From the way they check in with you for a regular Zoom/phone call and care about all your accounts, to their charity work in the local community, they are a top notch advisory group!”
Squire
“I would give them 100 stars of I could, I have worked with a lot of different people at Squire and all have been GREAT!”
Profi - Professional Financial Planning
“This team of consultants are top notch with consulting, managing, educating and caring about their clients and funds.”
The 16 firms listed for Orem, 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: Orem, UT
All 16 firms we list here are in Orem itself. The firms on this page are rated from 4.0 to 5.0 across 459 reviews; 4 have 50 or more reviews and 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (3), our process (3), tax planning (3), investment management (2) and retirement planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 31 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 16 of the firms on this page; 15 publish a contact page; 12 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Orem offer a free first meeting?
2 of the 16 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.
Hobble Creek Wealth
“I felt comfortable throughout the entire process and left feeling relieved that my future was in good hands.”
First Financial Advisors
Timpanogos Financial Advisors
“He takes the time to know your goals and then helps you create a plan to reach them.”
Peterson & Associates CPA
“Excellent CPA firm, they go above and beyond and we highly recommend them for their services.”
Keeler Thomas Management
Squire Wealth Advisors
“We have been with Wayne Barben and Shane Wood at Squire for many years and have received personal, professional work on our taxes and investment accounts.”
Ljcooper Capital Management
“Very friendly staff they answer all my questions even though I'm in another state they are the best highly recommended”
Axio Wealth Management
Caliber Wealth Management
“They have always taken excellent care of us, answered all of our million questions, helped us plan out our future according to our own needs/wants/goals, always been honest, and have always given us amazing service and attention.”
Myers Financial Services
Why these companies made our list
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