Find Help · Utah
Verified financial advisors in
Utah.
Financial Advisors serving Utah. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Utah law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Utah so far: 37 financial advisors, 14 hospice & palliative care, 5 funeral homes, 1 estate attorney, 1 grief counselor.
Every figure here comes from MORTL's Utah guide, which cites the statute or the state agency behind it. Read the Utah guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Utah is the order to work in. It's free and it always will be.
Abg Consultants
Utah financial advisory firm offering financial planning, wealth management, retirement plan services, and business consulting, including services for individuals, families, and organizations, in the Cottonwood Heights area.
Asilia Credit Investments
Utah investment firm offering real estate, private credit, private equity, alternative lending, and venture capital investment services in the Salt Lake City area.
B.O.S.S. Retirement Advisors, LLC
Utah financial advisor offering retirement planning, tax minimization, social security maximization, and risk assessment services, including the B.O.S.S. Retirement Blueprint, in the Lehi area.
Cannon Capital Management, Inc.
Utah financial advisory firm offering financial planning, corporate retirement plans, wealth management, and tax planning services in the Salt Lake City area.
Capita Financial Network, LLC
Utah financial advisor offering investing, tax planning, estate planning, income planning, Social Security, charitable giving, Medicare and insurance, and business owner planning services, including retirement income planning, in the Draper area.
Coign Capital Advisors LLC
Utah financial advisor offering wealth management, retirement plans, and investment services, including fiduciary asset management, in the Draper area.
Crewe Advisors
Utah financial advisory firm offering private wealth management, investment banking, and philanthropic foundation services, including customized investment management, financial planning, and family office coordination, in the Salt Lake City area.
Cynosure Group, LLC
Utah investment management firm offering private growth equity, private credit, foundation and endowment portfolio management, wealth management, hedge fund, sports private equity, and real estate private equity services in the Salt Lake City area.
Dentist Advisors
Utah financial advisory firm offering financial planning, investment management, tax planning, and retirement plan coordination for dentists, including practice valuation and transition guidance, in the Salt Lake City area.
Diversify Wealth Management, LLC
Utah wealth management firm offering investment advisory and securities services, including support for financial advisors and their clients, in the Sandy area.
Elevated Capital Advisors, LLC
Utah financial advisory firm offering portfolio management, back office, and technology services for advisors in the Draper area.
Elysium Wealth Management, LLC
Utah financial advisor offering wealth planning, investment management, and business advisory services, including estate planning strategies and coordinated tax and legacy planning, in the South Jordan area.
Ethos Investment Management Lp
Utah investment management firm offering emerging markets investing and portfolio management services in the Orem area.
Everspire
Utah financial advisory firm offering financial plan implementation and investment management services in the Midvale area.
Guardian Wealth Management
Utah financial advisor offering financial planning, investment management, retirement planning, and legacy planning services in the Salt Lake City area.
Interwise
Utah tax and financial planning firm offering personal financial planning, retirement and pension planning, wealth management, tax preparation and planning, estate and trust tax services, bookkeeping, and succession planning, including defined benefit pension plans and 1031 exchange guidance, in the Holladay area.
Keeler Thomas Management LLC
Utah financial advisory firm offering financial planning, investment management, family legacy planning, and 401(k) advisory services in the Orem area.
Landmark Wealth Advisors, LLC
Utah investment advisory firm offering investment management, retirement planning, and financial consultation services, including plan consultation for small and medium sized business retirement plans, in the Farmington area.
Larson Williams Wealth Advisors, LLC
Utah financial advisor offering retirement planning, investment advisory, tax, estate, and insurance services, including health and life insurance resources, in the Cedar City area.
Lone Peak Advisers
Utah financial advisory firm offering asset management, holistic financial planning, tailored fiduciary advice, institutional employee benefit packages, and self-directed brokerage accounts in the Draper area.
Lone Peak Global Investors, LLC
Utah investment management firm offering separate accounts and mutual funds through value-focused strategies, including All Cap Value, Focused Small Cap Value, and International Value portfolios, in the Alpine area.
Net Worth Advisory Group, LLC
Utah financial advisor offering fee-only financial planning and wealth management services, including custom financial plans, in the Sandy area.
New Millennium Group
Utah financial advisor offering financial management and consulting services in the Sandy area.
Octant Quantitative Investment Management LLC
Utah investment management firm offering return maximization, low-correlation, risk mitigation, and customized investment strategies for institutional, foundation, and high net worth investors in the Salt Lake City area.
Paragon Wealth Management
Utah financial advisory firm offering wealth management, retirement planning, and investment portfolio management services in the Provo area.
Periope, Lc
Utah financial advisor offering financial wellness and wealth management services in the St. George area.
Presidio Wealth Management
Utah financial advisor offering wealth management, financial planning, retirement income planning, and corporate retirement plans, including 401(k), SIMPLE IRA, and SEP IRA options, in the Midvale area.
Promontory Financial Planning, LLC
Utah financial advisory firm offering financial planning, retirement planning, Medicare guidance, and investment management services in the Farmington area.
Solidarity Capital Management, LLC
Utah investment management firm offering asset management and monthly income-focused investment strategies for high-net-worth individuals, families, RIAs, family offices, and charitable entities in the Lehi area.
Solidarity Wealth, LLC
Utah wealth management firm offering financial planning, investment management, and family office services, including services for entrepreneurs, executives, families, and athletes and entertainers, in the Lehi area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →