Top Rated Financial Advisors in Lehi, Utah

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Lehi, Utah is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Lehi, Utah with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Lehi, Utah near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Pure Financial Advisors, LLC

Pure Financial Advisors LLC, a financial fiduciary firm, has been a Paladin Registry member since 2026 and provides financial services to clients in the Lehi, Utah area.

Lehi, UT

Telephone Advisor

Telephone: 385-508-3105

Visit Advisor Website

https://purefinancial.com/

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Additional Information:

Fee Structure


• Fee-Only
• Flat Fee
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Risk Management
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Name(s) of Custodian(s):
TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

Mitch Simkins

Farther Finance, LLC

Mitch Simkins, a financial fiduciary, provides financial services to clients in the Sandy, Utah area. Mitch has over 18 years of experience.

Sandy, UT

Telephone Advisor

Telephone: 385-399-9904

Visit Advisor Website

https://www.farther.com/advisor/mitch-simkins

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Additional Information:

Years of Experience:
18 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Retirement Planning
• Wealth Management
• Risk Management
• Education Funding and Planning
• Financial Planning for Businesses
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North Capital

CPA, CFA^®

North Capital, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Salt Lake City, Utah area.

Salt Lake City, UT

Telephone Advisor

Telephone: 415-315-9916

Visit Advisor Website

https://www.northcapital.com/

View Research Report

Additional Information:

Years of Experience:
41 Years

Fee Structure


• Fee-Only
• Hourly
• Flat Fee
• Based on Assets

Asset Requirement: $50,000

Financial Services Provided:


• Financial Planning
• Investment Advice & Management

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Interactive Brokers