Best Financial Advisors in Park City, UT

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Park City area.

Haynie & Company

Haynie & Company

(45)
Quality of Earnings, Client Advisory Services, Financial Forensics
“I am sure that they have many wonderful Accountants working there, but a quick shout to specifically to Kent Christensen, he is absolutely amazing; he is personable, caring, knowledgeable, prompt, a true professional, takes the time to know what you ...”
Family Business
In Business Since 1979
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1785 2320 S, Salt Lake City, UT
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Butler Tax & Accounting

Butler Tax & Accounting

(48)
“Our taxes have been fairly complicated over the past few years and Paul has been very responsive to questions and amenable to working with us to get things done right.”
Transparent Fees & Pricing
In Business Since 2003
Accepts All Major Credit Cards
Licensed
5959 S Redwood Rd, Salt Lake City, UT
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Averett and Associates

Averett and Associates

(39)
  • Questions
  • Job
  • Knowledge
“The team at Averett and Associates is great and after years of doing my taxes myself, I find it provides so much peace of mind knowing I have these smart, capable professionals on my side and that I can be confident that my personal and business taxe...”
Transparent Fees & Pricing
In Business Since 2007
Accepts All Major Credit Cards
Licensed
5675 S Redwood Rd UNIT 11, Salt Lake City, UT
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SLC Bookkeeping

SLC Bookkeeping

(50)
Accounting Services, Outsourced Bookkeeping Services, Small Business Consulting
“The whole team is responsive and extremely helpful in setting us up with tools/support to reduce the time we have to spend on financials, receipts, etc.”
In Business Since 2007
159 W Broadway Suite 200, Salt Lake City, UT
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Balanced Capital

Balanced Capital

(42)
  • Future
  • Meeting
  • Investing
“He was able to help us make much better decisions for some retirement accounts and stocks and help us figure out how to pay for expensive home repairs.”
In Business Since 2020
Transparent Fees & Pricing
Serving Park City Area
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Mills & Co

Mills & Co

(6)
Quickbooks Services, Services For Individuals, Tax Services
“This is a great company with great service, I had my own business for 35 years and now am retired; throughout all this time I feel they have always gone out of the way to take care of our business and personal needs in a trustful and professional man...”
Free Initial Consultation
In Business Since 2001
Offers Financing Options
Transparent Fees & Pricing
7086 S Highland Dr # 200, Salt Lake City, UT
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Miller Bates | Private, Hard Money Lending

Miller Bates | Private, Hard Money Lending

(12)
  • Projects
  • Investments
  • Team
“I've participated in multiple projects and time after time they have delivered on all of them, brought a great ROI and helped my family and I create more wealth and portfolio diversification.”
In Business Since 2015
Offers Financing Options
Transparent Fees & Pricing
1245 Brickyard Rd Suite 230, Salt Lake City, UT
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Decker Retirement Planning

Decker Retirement Planning

(14)
A Safer Tax Plan™, Free Portfolio Risk Score, A Safer Distribution Plan™
“At Decker, we have experienced total transparency as they are financial planning fiduciaries, who's purpose is putting our interests first; rather than advocating investment products loaded with fees or inappropriate for our needs.”
In Business Since 2016
299 S Main St #1300, Salt Lake City, UT
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Morgan Actuarial Services

Morgan Actuarial Services

Resources, Architects & Contractors, ← back
“There are many steel building suppliers out there on the market today. Many make big promises but fall short. Many more deliver with substandard products. Safeway Steel gives you solace in the wake of all that. The Safeway Steel Standards of Excellen...”
20+ Years Experience
Offers Financing Options
Licensed, BBB Accredited
699 E S Temple St, Salt Lake City, UT
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Park City Wealth Advisors

Park City Wealth Advisors

(9)
Philanthropic Strategy, Family Office, Wealth Managament
“For example, Morgan understands how critical, proper up-front tax structuring is to entrepreneurs and investors, to ensure her clients make the most of the statutory tax benefits during operation, and upon liquidation, that Congress has enacted to sp...”
In Business Since 2022
Family Business
1389 Center Dr #200, Park City, UT 84098
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Truenorth Wealth - Financial Advisors

Truenorth Wealth - Financial Advisors

(22)
Retirement Planning, College Savings Plan, Wealth Management
“Not only does True North have great advice and council during appointments, but they also have a financial planning blog linked to their website that is helpful with interesting and timely information.”
35+ Years Experience
1935 E Vine St #120, Salt Lake City, UT
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Sterling Financial Group

Sterling Financial Group

(2)
Insurance & Risk Management, Charitable Giving Strategies, Comprehensive Financial Planning
“Great service here very polite and professional, would recommend to anyone in the investment industry”
In Business Since 2001
Accepts Check, Debit, Cash
Licensed, BBB Rating: A+
4525 Wasatch Blvd #250, Salt Lake City, UT
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Chipman Tax & Consulting

Chipman Tax & Consulting

(10)
  • Saving
  • Questions
  • Small Business
“Or the IRS, and put the blinders on in a last ditch effort to avoid the unavoidable, I relented and put out some feelers for a seasoned, well-qualified CPA.”
In Business Since 2008
Transparent Fees & Pricing
1733 S 1100 E Ste. 202, Salt Lake City, UT
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Wealth Factory

Wealth Factory

(22)
  • Information
  • Life
  • Team
“Well it took us time to get moving and using the whole team but we just had our taxes reviewed by Wealth Factory preferred partner as part of working with WF and my wife are so grateful.”
In Business Since 1999
90 S 400 W #560, Salt Lake City, UT
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Financial Strategies Institute

Financial Strategies Institute

(11)
Retirement Planning, Financial Planning, Long Term Care Protection
“• When I received a pension they recommended that I take a lump sum rather than an annuity, primarily because when I'm gone my children will receive the remaining funds, whereas an annuity would simply end.”
In Business Since 1996
Accepts All Major Credit Cards
Serving Park City Area
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Cannon Law Group

Cannon Law Group

(9)
  • Lane
“Their the lawyers that are sincere, have heart, an that have actually listened to what has happened.”
In Business Since 2010
124 S 600 E, Salt Lake City, UT
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Blue Barn Wealth

Blue Barn Wealth

(1)
Education Planning, Financial Planning, Retirement Planning
“I feel very comfortable having them help me.”
In Business Since 1998
Transparent Fees & Pricing
1308 S 1700 E Suite 208, Salt Lake City, UT
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Smedley Financial

Smedley Financial

(4)
Investment Management, Retirement Planning, Overview
“Very individualized and really care about me making money.”
In Business Since 1998
102 S 200 E Ste 100, Salt Lake City, UT
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Austin Green, CFP - Mountain America Investment Services

Austin Green, CFP - Mountain America Investment Services

(1)
“Mountain America always great good customer service thanks for all you do”
Coupons & Offers
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
735 S State St, Salt Lake City, UT
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Allen Financial

Allen Financial

(6)
“Bret is so helpful and willing to help even if he is already very busy.”
In Business Since 2018
Licensed
202 E 5900 S, Salt Lake City, UT
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Financial Insight Center

Financial Insight Center

(2)
Investment Management, Business Planning, Financial Planning
“I have worked with several of the advisors at Financial Insight Center on a variety of 401k plans and always appreciate their professionalism as well as the friendliness of the supporting staff.”
In Business Since 2007
3115 S 3110 E STE 250, Salt Lake City, UT
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Zions Direct

Zions Direct

(1)
“Of the collection they are looking for they give her?”
In Business Since 1997
Transparent Fees & Pricing
1 S Main St, Salt Lake City, UT
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ARC Wealth Management

ARC Wealth Management

(14)
  • Responsive
  • Respectful
“She is whip-smart, delightful to work with, and has helped us with our financial planning over a long trajectory -- which has included sending two children to expensive colleges, managing our investments while also running a small business, and -- no...”
In Business Since 2022
1240 E 2100 S Suite 400, Salt Lake City, UT
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Snowpine Wealth Strategies

Snowpine Wealth Strategies

(4)
  • Meeting
  • Retirement
  • Fear
“When things were up I was feeling great but when things were down, my life became full of anxiety, worrying that I'd run out of money and that my wife and I would be on the streets”
In Business Since 2022
Serving Park City Area
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Retirement Planning and Investment Management Services in Park City, UT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 326 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 326 cost profiles.

Why these companies made our list

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