What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Orem, UT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Orem, UT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Grant Olson
CFP®, MBA
R.O.I. Wealth Management
Oren, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pleasant Grove, UT serving clients locally and across the country
Marcus Blanchard
CFP®, WMCP®, ChFC®
Focal Point Financial Planning, LLC
Pleasant Grove, UT
Specialties: How to deal with an uncertain future, Protect your nest egg against market downturns, Help you NOT overpay Uncle Sam with your hard-earned dollars, Safely turn your investments into retirement paychecks, Keep you on track towards financial independence
I help folks over age 50 NOT get torpedoed by taxes in retirement
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
