Best Financial Advisors in Provo, UT

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

The Norden Group

The Norden Group

(11)
“They work closely with my CPA's, attorney's, etc to make sure I am covered in every area and my "power team" is truly that, all on the same team.”
In Business Since 2014
5255 N Edgewood Dr Suite 225, Provo, UT
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Retirement Solutions

Retirement Solutions

(6)
“Scott and company took our retirement accounts and invested them in various accounts that will provide us with sufficient monthly incomes throughout the remainder of our lives.”
In Business Since 2008
677 N 1890 W, Provo, UT
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Lawrence Wealth Management

Lawrence Wealth Management

(2)
“Beautiful new office space and so great to have access to our financial advisor, attorney and accountant all in one space.”
In Business Since 2017
Licensed
5314 River Run Dr Suite 300, Provo, UT
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Smart Financial

Smart Financial

(2)
“I highly recommend them if you are looking for sound financial advice.”
In Business Since 2010
350 E Center St #100, Provo, UT
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Townsquare Capital

Townsquare Capital

(1)
“The only investment philosophy that works!”
In Business Since 2017
5314 River Run Dr UNIT 210, Provo, UT
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Paragon Wealth Management

Paragon Wealth Management

(3)
“I would recommend him and his services to any of my friends and family because I know they would be in good hands.”
In Business Since 2005
Free Initial Consultation
3651 100 E #275, Provo, UT
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Approach Capital Partners - Financial Advisor

Approach Capital Partners - Financial Advisor

(5)
  • Portfolio
“His company is constantly researching both conventional solutions to investing and also non-conventional solutions, such as private equity funds.”
In Business Since 2017
5314 River Run Dr Suite 50, Provo, UT
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Stonebriar Financial

Stonebriar Financial

(1)
“Looking forward to a long, productive relationship.”
In Business Since 2021
5255 N Edgewood Dr Suite 115, Provo, UT
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CB Wealth Management

CB Wealth Management

“We're happy to offer a unique points program that rewards our customers with merchandise, gift cards, travel, and much more, just for using their Central Bank credit and debit cards.”
In Business Since 2000
Transparent Fees & Pricing
75 N University Ave, Provo, UT
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Accuvest Global Advisors

Accuvest Global Advisors

“WE HELP A U.S. AND INTERNATIONAL CLIENT BASE OF INSTITUTIONS, FINANCIAL ADVISORS, AND HIGH NET WORTH INVESTORS IN CAREFULLY NAVIGATING COMPLEX GLOBAL MARKETS. OUR INVESTMENT FOCUS UTILIZES OUR GLOBAL EXPERTISE TO DISTRIBUTE COUNTRY-SPECIFIC ETF INVES...”
In Business Since 1999
3575 100 E Suite 350, Provo, UT
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RCM Investments

RCM Investments

In Business Since 2010
5132 N 300 W #260, Provo, UT
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Gurr CPA

Gurr CPA

(30)
  • Knowledge
  • Team
  • Questions
“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...”
In Business Since 2007
Licensed, BBB Rating: A+
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
Transparent Fees & Pricing
1156 State St #202, Orem, UT
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Paramount Tax & Accounting Cpas of Lehi

Paramount Tax & Accounting Cpas of Lehi

(30)
Tax Services, Individual Services, Business Services
“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.”
In Business Since 2015
3450 Triumph Blvd Ste 102, Lehi, UT
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Wilkins & Holman Cpas

Wilkins & Holman Cpas

(19)
  • Payroll
  • Knowledge
  • Questions
“He seems to be about $150-250 +/- for Personal or Business tax returns (which mine have been fairly complex), and he has awesome bookkeepers who seem to be about $30/hr +/-, but only charge me for a few minutes here or there each month for putting al...”
In Business Since 2000
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Serving Provo Area
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Lighthouse Financial

Lighthouse Financial

(30)
  • Funding
  • Credit Cards
  • Pleasure
“Lighthouse had made it so simple for me, & did pretty much all the work while I waited for my phone call that I was accepted for a new credit line 😋 I got approved for a 10,500 credit line and my score was average!”
In Business Since 2020
3300 Triumph Blvd Suite 100, Lehi, UT
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Peterson Wealth Advisors

Peterson Wealth Advisors

(2)
“I am an anxious person in general and they always calmly answer my questions regarding our retirement money.”
In Business Since 2008
CFP Certified
Free Initial Consultation
360 W 920 N, Orem, UT
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7 Figures Funding

7 Figures Funding

(27)
  • Funds
  • Goals
  • Interest
“They didn't underpromise or overpromise and stood by their word until the funding came through as well as left the door open To stay in communication were I to need any more support on my credit journey.”
In Business Since 2018
Offers Financing Options
Serving Provo Area
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R.o.i. Wealth Management - Fee Only Financial Advisors

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

(20)
  • Retirement
  • Grant
  • Family
“We are impressed with the professionalism, returns, communication, monthly newsletter updates, yearly financial plans, follow-up, (they do what they say and by when they say) and most of all the trust we have in them.”
In Business Since 1999
Family Business
2901 Bluegrass Blvd Suite # 200-99, Lehi, UT
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Pesci Financial Group

Pesci Financial Group

(16)
Retirement Planning, Life Insurance, Annuities
“They provide a lot of extras to their clients such as a summer luau, pies for thanksgiving, and even after I became a client he invited me to a couple of his recruiting workshops at Ruth's Chris steakhouse.”
In Business Since 2017
Transparent Fees & Pricing
849 N 900 W, Orem, UT
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Total Financial Health

Total Financial Health

(30)
  • Mortgage
  • Questions
  • Refinanced
“We interviewed a number of financial professionals and not only was Johnny the most knowledgeable, helpful, transparent, and responsive out of the group, he also had the best mortgage and rates with the lowest fees.”
In Business Since 2010
Serving Provo Area
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Capital Wealth Advisors

Capital Wealth Advisors

(29)
  • Team
  • Meeting
  • Decisions
“Even though they can't really manage anything for us for another three years due to our funds being tied up mainly in a 401k, Garrett extended every courtesy and created a detailed Tru Path plan that showed us that we weren't as far behind in saving ...”
In Business Since 1998
1850 Ashton Blvd Suite 175, Lehi, UT
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Millcreek Commercial

Millcreek Commercial

(24)
  • Properties
“! They go out of the way to explain & educate prospects for the ultimate customer satisfaction based on client's needs & risk-tolerance for continued excellence in performance & safety of funds with the peace of mind”
In Business Since 2018
Serving Provo Area
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Switchpoint Financial Planning

Switchpoint Financial Planning

(8)
Flat Fee Wealth Management
“James came to my house for a 2-hour financial "spot-check" sort of meeting--we went over retirement options, how much to put into what accounts, and basically reviewed and tweaked my financial goals and plans.”
In Business Since 2015
CFP Certified
Transparent Fees & Pricing
2901 W, Bluegrass Blvd Suite 200-26, Lehi, UT
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Medicaid Planning Services

Medicaid Planning Services

(10)
  • Mother
“Rob and his team helped with the entire process with us and while in the process of helping us with my mother in law, in 2018 my husbands grandmother then also needed full time care!”
In Business Since 2018
Free Initial Consultation
3315 W Mayflower Ave Suite 1, Lehi, UT
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Retirement Planning and Investment Management Services in Provo, UT Cost Estimates

Minimum cost
$1182
Maximum cost
$10047
National Average
$3546
Avg Per Hour Rates
$355
$2364
$6501
Fair price range is based on 272 cost profiles
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Average Cost $3546
Minimum cost $1182
Maximum cost $10047
Avg Per Hour Rates $355

Fair range $2364 to $6501 is based on 272 cost profiles.

Why these companies made our list

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