Areas served: Orem, UT and surrounding Utah County
Orem's financial advisory landscape serves a diverse population including tech professionals from the Silicon Slopes corridor, families planning for education expenses, and retirees from Utah Valley's established communities. The city hosts independent registered investment advisors, branch offices of national firms, and fee-only planners specializing in areas from retirement income strategies to stock option planning. This directory provides verified information on credentials, compensation models, and service specializations to help residents identify advisors aligned with their financial planning needs.
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.
101 Financial is an independent financial advisory firm serving Orem and the surrounding Utah Valley region. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individuals and families seeking to grow and protect their wealth. The firm is known for taking a personalized approach to help clients achieve their long-term financial goals.
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.
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.
Blue Barn Wealth is a fee-only fiduciary financial advisory firm in Orem led by experienced professionals including a PhD and CFP® designees. They provide comprehensive financial planning services including investment management, retirement projections, tax-savings strategies, and charitable giving planning—all designed around your specific goals rather than product sales. Their fee-only model means they're compensated solely by clients, not by financial products they recommend, ensuring their advice prioritizes your best interests.
B.O.S.S. Retirement Solutions and Advisors is a financial advisory firm specializing in comprehensive retirement planning for individuals nearing or in retirement. Led by investment advisor representatives Dave Whitworth and Robert Brantley, the firm offers personalized retirement blueprints, tax minimization strategies, Social Security maximization guidance, and risk assessments designed to help clients maximize income, reduce taxes, and protect assets. With multiple Utah locations and a track record as a five-time Inc. 5000 honoree, B.O.S.S. combines personalized planning with educational resources including webinars and seminars to help clients feel confident about their financial future.
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.
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.
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.
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.
PROFi is a professional financial planning firm in Orem founded by W. Bruce Miller (MBA, CFP®, RSSA®) that specializes in comprehensive wealth planning and investment management for individuals and business owners. They offer retirement planning, tax planning, asset management, estate planning, and charitable giving strategies, with a philosophy focused on understanding client goals and developing strategic plans rather than just selling investments. The firm distinguishes itself by providing advanced planning services including tax mitigation, wealth protection, and wealth transfer strategies.
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.
Deseret First Credit Union is a Utah-based financial institution serving the Orem and broader Utah County area. They offer comprehensive financial services including checking and savings accounts, auto loans, mortgages, insurance products, and digital banking through video conferencing with financial specialists. As a credit union, they prioritize member service and competitive rates, with multiple convenient branch locations, drive-thru access, and online banking.
Hobble Creek Wealth is an independent financial advisory firm in Orem founded by Talon Webb, dedicated to educating, advising, and monitoring clients' financial plans. They provide comprehensive wealth management and financial consulting services designed to create clarity and confidence in their clients' financial lives. The firm emphasizes personalized service and long-term client relationships rooted in Utah's mountain community values.
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.
Merrill Financial Associates is an independent financial advisory firm based in Provo that helps clients with comprehensive financial planning, investment management, and insurance solutions. The team works with individuals and families to develop personalized strategies for retirement, wealth building, and long-term financial security. They combine financial advisory services with insurance expertise to provide integrated planning across multiple areas of personal finance.
Timpanogos Financial Advisors is an independent financial advisory firm serving clients throughout Utah's Wasatch Front. They provide personalized financial planning, investment management, and retirement strategy services designed to help families and individuals build and protect their wealth. Their team takes a consultative approach to understanding each client's unique goals and circumstances.
America First Credit Union is a member-owned financial institution serving Utah residents with a full range of banking services including savings accounts, checking accounts, loans, mortgages, and investment products. With a local branch in Orem, they provide personalized service and competitive rates to individuals and families looking for an alternative to traditional banks.
Caliber Wealth Management is an independent financial advisory firm based in Orem specializing in comprehensive wealth management, investment strategy, and financial planning. Led by experienced advisors, they work with clients to develop personalized financial plans aligned with their long-term goals, offering services in portfolio management, retirement planning, and wealth building strategies.
Net Worth Advisory Group is the top-ranked financial advisor in the Orem area with a Lantern Score of 84.41/100 and a 5-star rating based on 83 reviews. Founded by Ray E. LeVitre, CFP®, they specialize in comprehensive financial planning for pre-retirees, retirees, high-net-worth individuals, and business owners seeking fiduciary accountability.
Several top-ranked firms serve business owners in Orem: 101 Financial (Lantern Score 84.32/100), Happier Wealth (84.30/100), and Blue Barn Wealth (83.33/100) all specialize in wealth management for business owners. PROFi and Hobble Creek Wealth, both based in Orem, also focus specifically on helping business owners with comprehensive planning and retirement transition strategies.
No financial advisors in the Orem market are open on weekends; all 24 listings operate on weekday schedules only. You'll need to schedule appointments during regular business hours.
Capital Wealth is the top choice for federal employees, with a Lantern Score of 83.64/100 and 4.9-star rating based on 236 reviews. Founded by Mike Stevens in 2009, they specialize in FERS retirement planning, tax-efficient income strategies, and 401(k) rollovers for federal employees.
Peterson Wealth Advisors (Lantern Score 83.82/100) specializes in retirement income planning for pre-retirees and retirees with $1M+, while B.O.S.S. Retirement Solutions and Advisors (82.86/100) focuses on comprehensive retirement planning with emphasis on tax efficiency and Social Security optimization. Both have excellent ratings and local expertise.
Capital Wealth has the most reviews with 236 ratings (4.9 stars) and a Lantern Score of 83.64/100. Deseret First Credit Union in Orem has 328 reviews but serves as a credit union rather than a dedicated financial advisory firm, making Capital Wealth the most reviewed true financial advisory option.