Menu

6 Top Rated
Financial Advisors in Utah

Badge7

Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jim Dowd

North Capital
CFA® CPA
Jim Dowd, a financial fiduciary has been a Paladin Registry member since 2009. Jim is the owner of North Capital. Jim holds the Chartered Financial Analyst , Certified Public Accountant certifications and has over 34 years of experience. Jim provides financial services to clients in the SALT LAKE CITY, Utah area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeff Teran

First Western Advisors
CFP®
Jeff Teran, a financial fiduciary has been a Paladin Registry member since 2013. Jeff holds the Certified Financial Planner certifications and has over 17 years of experience. Jeff provides financial services to clients in the Holladay, Utah area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Daughtrey

Copperwynd Financial
Copperwynd Financial, a financial fiduciary has been a Paladin Registry member since 2017. Firm provides financial services to clients in the Scottsdale, Arizona area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jake Eggett

Copperwynd Financial
Jake Eggett, a financial fiduciary has been a Paladin Registry member since 2017. Jake provides financial services to clients in the Salt Lake City, Utah area.
Badge9

Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Janke, CFP®

Financial Insight Center
CFP®
Richard Janke, CFP®, a financial fiduciary has been a Paladin Registry member since 2019. Richard is the partner in Financial Insight Center. Richard holds the Certified Financial Planner certifications and has over 15 years of experience. Richard provides financial services to clients in the Salt Lake City, Utah area.

Email Advisor

Currently seeking a top quality financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.

Get Started!

Ready to start interviewing financial advisors?

  • Our proprietary program connects you to the right financial advisors.
  • We validate and document advisor credentials, ethics, and business practices for you.
  • You select the advisors you want to interview.