Areas served: Lehi, UT and surrounding Utah County
Lehi's rapidly growing technology sector and young professional population have created demand for financial advisors who understand stock options, equity compensation, and startup liquidity events. This directory includes fee-only fiduciaries, commission-based advisors, and hybrid practices serving Lehi residents. Providers have been evaluated on credentials, fee transparency, specializations, and service models to help residents compare options.
Brighter Retirement Advisors is a comprehensive retirement planning and financial advisory firm led by Devin and his team in Lehi, Utah. They specialize in personalized retirement planning through their proprietary Brighter Retirement Roadmap™, which guides clients through discovery, possibilities assessment, vision planning, and plan delivery. Beyond retirement planning, they offer income maximization, growth optimization, tax reduction strategies, legacy planning, and healthcare planning (including Medicare guidance). Their approach emphasizes education, one-on-one guidance, and ongoing support to help clients achieve financial clarity and peace of mind in retirement.
Net Worth Advisory Group is a fee-only fiduciary financial advisory firm in Sandy, Utah, serving the Salt Lake City area. Founded by Ray E. LeVitre, CFP®, the team specializes in comprehensive financial planning, retirement planning, and ongoing investment management for clients seeking personalized, unbiased guidance. As fee-only advisors with no commissions or kickbacks, they align their interests directly with clients and collaborate with other professionals like attorneys and CPAs to build comprehensive wealth strategies.
Happier Wealth is a boutique financial advisory firm in Pleasant Grove specializing in values-driven wealth management for individuals, families, and businesses. Led by founding partners Mike Macfarlane, Tyler Vongsawad, and Will Beck—all CFP® certified professionals with additional credentials including ChFC®, CLU®, and CASL®—the firm takes a relationship-centered approach that goes beyond investment returns to align financial strategies with what matters most to clients. They offer comprehensive financial planning, investment management, retirement planning, and estate planning coordination, with a focus on creating customized plans that enhance overall happiness and life fulfillment.
Peterson Wealth Advisors is a retirement-focused wealth management firm serving individuals in Orem, Salt Lake City, and Utah Valley. They specialize in retirement income planning, investment management, legacy and estate planning, Social Security and pension optimization, tax planning, and Medicare/health insurance planning. The firm's proprietary Perennial Income Model™ helps clients design sustainable retirement income to last a lifetime, with particular expertise serving those approaching, transitioning to, or already in retirement.
Momentum Wealth is a financial advisory firm based in Orem, Utah, specializing in retirement planning, investment management, and comprehensive financial strategies for individuals and families. Their team of certified advisors works with clients to build customized wealth plans focused on long-term financial security and retirement readiness. They emphasize personalized service and education to help clients make informed financial decisions.
Capital Wealth is a fiduciary financial advisory firm specializing in comprehensive retirement income planning, tax optimization, and federal employee benefits. Founded by Mike Stevens in 2009, the firm serves Utah families and federal employees with integrated planning that coordinates retirement accounts, Social Security timing, estate planning, and tax strategies. They manage Self-Directed Brokerage Accounts within active workplace plans and offer specialized guidance on FERS pensions, TSP strategy, and Medicare coordination—all under a fiduciary standard legally required to prioritize client interests.
Lighthouse Financial is a business funding consulting firm specializing in helping entrepreneurs and small business owners secure capital for startups, inventory, expansion, and payroll needs. Their funding specialists work with clients to develop custom funding plans and secure unsecured lines of credit with competitive rates and flexible terms. They focus on long-term client relationships, business credit development, and guiding business owners through the entire funding procurement process.
Presidio Wealth Management is an independent financial advisory firm based in Midvale serving Utah clients with comprehensive wealth planning and investment management. The team specializes in retirement planning, investment strategy, and personalized financial guidance tailored to individual client goals. They work with clients to build and protect wealth through disciplined, strategic approaches.
Tech Wealth, LLC is a fee-only, fiduciary financial advisory firm specializing in wealth management for technology professionals and equity compensation holders. Based in Lehi, they offer comprehensive services including equity planning (RSUs, stock options, ESPPs, ISOs, QSBS), tax optimization, investment management, estate planning, and financial planning. Their team takes a holistic approach to help tech employees and high-income earners unlock their equity potential, reduce tax liability, and build long-term wealth without commission-based conflicts of interest.
R.O.I. Wealth Management is a second-generation, family-owned fee-only financial advisory firm serving Utah since 1992. Led by CFP professionals Grant and Ben Olson, they provide comprehensive financial planning, active portfolio management, tax strategy, retirement planning, estate planning, and strategic consulting—all structured around conflict-free, fiduciary advice with no commissions or product sales. With over $85 million in assets under management and a focus on behavioral coaching and personalized guidance, they work with clients at every wealth stage, from young families starting out to multi-generational legacy planning.
CORE Financial, Inc. is an independent financial advisory firm based in Pleasant Grove specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and small business owners. Led by experienced advisors, they provide personalized financial guidance designed to help clients build and protect their wealth through evidence-based investment approaches and strategic planning.
Savology is a financial planning platform based in Lehi that helps individuals and households build foundational financial plans, achieve financial wellness, and reach their goals. The platform combines financial planning tools, personalized action plans, financial literacy education, and access to financial professionals to help users save more, make better financial decisions, and improve their overall financial wellbeing. Savology serves both individual consumers and employers looking to offer financial wellness benefits to employees.
Hudson Oaks Wealth Management is an independent financial advisory firm based in Provo serving Utah clients. They specialize in comprehensive financial planning, investment management, retirement planning, estate planning, and business owner solutions. As a fee-only advisor not tied to any bank or brokerage, they focus on creating personalized strategies aligned with each client's goals—whether navigating retirement, building wealth, protecting assets, or planning business succession.
Trajan Wealth is a fiduciary financial advisory firm founded by U.S. Marine Corps veterans, offering comprehensive wealth management, retirement planning, and estate & tax strategy services. Based in Draper with national reach, they provide integrated planning that coordinates investments, legal services, and tax expertise under one roof—eliminating the need to juggle multiple firms. Their fee-only, commission-free structure and fiduciary commitment ensure clients receive objective guidance aligned with their goals, values, and risk tolerance.
B.O.S.S. Retirement Solutions and Advisors is a financial advisory firm specializing in retirement planning, investment management, and wealth strategy for individuals and small business owners. Located in Lehi, the team works with clients to create personalized retirement income plans, manage investment portfolios, and address tax-efficient wealth transfer strategies. They focus on helping people transition confidently into retirement and optimize their financial resources throughout their lives.
New Millennium Group is an independent financial advisory firm based in Sandy, Utah, offering comprehensive financial planning and investment management services to individuals and families. With a 4.8-star rating from 166 reviews, they help clients build wealth, plan for retirement, and achieve their long-term financial goals through personalized strategies and expert guidance.
Sapphire Wealth Management is an independent financial advisory firm based in Lehi that specializes in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. Their team of experienced advisors works with clients to develop personalized financial plans tailored to long-term goals, offering services including portfolio management, tax-efficient investing, and estate planning guidance. They focus on building lasting relationships with clients through transparent, education-focused advisory.
TrueNorth Wealth is an independent financial advisory firm based in Salt Lake City that provides comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized investment strategies, retirement planning, and overall financial guidance. Their team of experienced advisors focuses on helping clients build and preserve wealth through a consultative, client-centered approach.
Stonecreek Wealth Advisors is an independent financial advisory firm in South Jordan serving individuals and families throughout Utah. They provide comprehensive wealth management, investment planning, and retirement strategies tailored to their clients' long-term financial goals. Known for personalized service and a client-focused approach, they help investors build and protect their wealth through strategic planning.
Capita Financial Network is an independent financial advisory firm based in Draper serving Utah clients with comprehensive wealth management, retirement planning, and investment management services. Their team of certified financial planners works directly with individuals and families to develop personalized financial strategies aligned with long-term goals. They focus on providing fiduciary-standard advice and offer free initial consultations to help clients understand their options.
Common Sense Financial is an independent financial advisory firm founded in 2017, serving families and individuals in Utah with personalized retirement planning, life insurance, tax-qualified planning, annuities, estate planning, senior planning, debt management, and premium finance solutions. Led by advisors including Ephraim Maxfield, John Rodriguez, and Tasha, the firm distinguishes itself through a hands-on, client-centered approach that translates complex financial concepts into actionable strategies tailored to each client's unique situation and risk tolerance.
Granite Canyon Wealth Management is an independent financial advisory firm in South Jordan serving individuals and families throughout the Salt Lake Valley. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to help clients build and preserve wealth. With a focus on personalized service and long-term relationships, they work closely with clients to develop strategies aligned with their specific financial goals.
Wealth Management CPAs is an independent accounting and financial planning firm in Salt Lake City specializing in tax strategy, wealth management, and business accounting for high-net-worth individuals and business owners. Led by experienced CPAs, they combine tax expertise with comprehensive financial planning to help clients optimize their financial positions and build long-term wealth.
Heritage Wealth Management is an independent financial advisory firm based in Sandy, UT, specializing in comprehensive wealth planning and investment management for individuals and families. The firm helps clients build and preserve wealth through personalized financial strategies, retirement planning, and investment portfolio management tailored to each client's unique goals and timeline.
Brighter Retirement Advisors is the top-ranked financial advisory firm in Lehi with a Lantern Score of 84.63/100 and a 5-star rating from 98 reviews. Led by Devin and his team, they specialize in personalized retirement planning and are best for near-retirees, retirees, and individuals concerned about outliving their money.
Tech Wealth, LLC (Lantern Score: 83.05/100) is a fee-only, fiduciary firm based in Lehi specializing in wealth management for technology professionals and equity compensation holders. They're ideal for tech employees with stock options, startup founders, and high-income earners seeking tax-efficient wealth strategies.
Capital Wealth (Lantern Score: 83.64/100) is specifically designed for federal employees, specializing in FERS retirement planning and tax optimization. Founded by Mike Stevens in 2009, they help with federal employee benefits and workplace 401(k) rollovers for pre-retirees and high-net-worth families.
B.O.S.S. Retirement Solutions and Advisors (Lantern Score: 82.02/100) with a 4.8-star rating from 295 reviews specializes in serving small business owners with retirement planning, investment management, and tax efficiency strategies. They're also recommended for business succession planning.
Happier Wealth (Lantern Score: 84.30/100, 5 stars, 77 reviews) is a boutique firm in nearby Pleasant Grove specializing in values-driven wealth management for families and individuals. They're best for families seeking comprehensive financial planning and couples blending finances with values-aligned investment guidance.
Savology (Lantern Score: 82.59/100, 5 stars, 82 reviews), based in Lehi, offers a financial planning platform designed for individuals and households building foundational financial plans. They're ideal for middle-market households seeking financial wellness and those whose employers offer financial wellness benefits.