Welcome to the Utah Financial Advisor Network.

each of our individual advisors are:

  • Fee-only - compensated directly by clients, not through commissions for selling financial products

  • Fiduciary - legally obligated to always act in your best interest

  • Comprehensive - focused on a delivering holistic financial advice, not just managing investments (though many of our advisors do offer investment management services)

  • Independent - give unbiased advice and work directly for you instead of being subject to the demands or culture of a broker-dealer or insurance company

  • Qualified - Certified Financial Planner™ professionals and have years of experience advising clients like you

  • Accepting New Clients - own or work for growing, local small businesses and are eager to help you reach your financial goals

  • Locally based in Utah - live and work in Utah (though many also serve clients remotely via video conferencing and phone calls)

 

Ready to be matched with a fee-only financial advisor in Utah for a free, no-commitment conversation?

 

Meet Our Advisors

Garrett W Bybee, CFP®

Bybee Wealth Management
Layton, UT

Specialties
Medical Professionals
Tech Professionals
Small Business Owners

Meet Garrett

Spencer Stephens, CFP®, MS

Five Financial Planning
Salt Lake City, UT

Specialities
Capped Fee Investment Management
Financial Independence Planning

Meet Spencer

Blake Jones, CFP®, EA

Pomegranate Financial
Springville, UT

Specialities
Retirement Planning
Tax Preparation & Planning
Debt Management

Meet Blake
 
 

You deserve qualified, unbiased financial advice.

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We want to connect you with a fee-only financial planner who matches your needs.

How to Choose Your Advisor
 

Get matched with a fee-only financial advisor in Utah you can trust.

Our Advisors in the News

Featured
Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Utah Financial Advisor Network member Justin Chidester featured on Infinite Financial Freedom podcast
Supplemental Security Income (SSI): A Primer
Supplemental Security Income (SSI): A Primer

One of the most stressful times of my life was navigating the tangled web of Social Security and Supplemental Security Income for my disabled twin boys.

Now, as a financial advisor specializing in disability and special needs planning, I want to share my experiences to help others through the confusing maze of forms and government administrators.

How to Find a Fee-Only Financial Advisor in Utah
How to Find a Fee-Only Financial Advisor in Utah

If you are looking to hire a fee-only financial advisor in Utah, you’ve come to the right place. Perhaps you’ve been told by a friend or family member that when it comes to financial advisors, “fee-only” is the way to go. Or maybe you’ve seen the terms “fee-only” or “fiduciary” mentioned in the media.

But where do you find these so-called fee-only financial advisors? In order to find a qualified, fee-only financial advisor whose services align with your needs, this is a great place to start.

Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check
Thinking Outside the Checkbook: 3 Ways to Support Charities Besides Writing a Check

Utahns are known for being charitably inclined. Utah has the highest percentage of the population that donates time and was tied for first for making charitable donations. Here are three savvy charitable giving ideas* that don’t have to involve your checkbook.

Key Ideas to Real Financial Planning
Key Ideas to Real Financial Planning

I’d like to introduce a few ideas behind what constitutes financial planning - as opposed to generic financial advice - and the benefits that come from it.

15 Utah Companies You Might Be Invested In Without Knowing It
15 Utah Companies You Might Be Invested In Without Knowing It

If you own any mutual funds that track or loosely mirror the S&P 500, the S&P 400 Mid-Cap, or the Russell 2000 index, it’s very possible that some you are partially invested in companies “right down the street” from where you live!

Have you ever wondered what Utah-based companies you might be invested in?

Let’s take a look at 15 publicly traded companies headquartered in Utah that you have a good chance of being invested in, whether you knew it or not.

Interest Rates Keep Dropping. Here’s What Experts Want You to Do

The Fed made an emergency cut in interest rates. Rates are at all all-time low.

So, what’s that mean for you? It affects your mortgage, your credit cards, your savings account and your student loans. Basically, it’s never been cheaper for you to borrow money.

“I’m telling people to take advantage of these rates and refinance their mortgages or their student loans,” says financial advisor Justin Chidester, owner of Wealth Mode Financial Planning in Logan, Utah. “I’m pretty much telling everyone, ‘Just go get a quote. It’s not going to hurt you to do that.’”

Planning Your Retirement in Utah? Here are a Few Things You Need to Know
Planning Your Retirement in Utah? Here are a Few Things You Need to Know

Regardless of its reputation as one of the world’s premiere ski destinations and the fact that it is home to five national parks, most people don’t associate the state of Utah with retirement. Yet many retirees are discovering just what it means to live a “Life Elevated” in the intermountain west.

Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63
Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63

If you’re a young investor, your rate of return typically matters less than your savings rate, said James Sweeney, a CFP and founder of Switchpoint Financial Planning in Lehi, Utah.

He provided an example: If you’re 30 with $20,000 invested, whether you earn a 10% or a 5% return will only result in a difference of around $1,000. Continue reading at CNBC

How to Find a Financial Advisor if You're Not Rich
How to Find a Financial Advisor if You're Not Rich

"I would strongly encourage true middle-income people to look (at Afcpe.org) for an accredited financial counselor," says Justin Chidester, who is both an accredited financial counselor and a certified financial planner – as well as the owner of Wealth Mode Financial Planning in Logan, Utah. Continue reading at US News and World Report

 

Get matched with a fee-only financial advisor in Utah you can trust: