ChooseAFinancialAdvisor.com

CPA financial planners in Utah

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

18 advisors

Focus Partners Wealth
27yrs
Jay Wirig
Financial advisor
Woodland Hills, UT
Top 16% by experience in Utah
CPA/PFS
Call Directions
Diversify Wealth Management
27yrs
Benjamin Newhouse
Financial advisor
10876 S River Front Parkway Suite 600
South Jordan, UT 84095
Top 16% by experience in Utah
CPA/PFSFiduciary
Call Directions
Platform Wealth Advisors
26yrs
Kirk Stovesand
Financial advisor
6510 S. Millrock Dr
Holladay, UT 84121
Top 18% by experience in Utah
CFP®CPA/PFSFiduciary
Call Directions
Squire Wealth Advisors
25yrs
Gregory Hyde
Financial advisor
1329 South 800 East
Orem, UT 84097
Top advisor by experience at Squire Wealth Advisors
CFP®CPA/PFSFiduciary
Call Directions
Squire Wealth Advisors
22yrs
Julie Anderson
Financial advisor
1329 South 800 East
Orem, UT 84097
Top 15% by experience in Orem
CPA/PFSFiduciaryFee-only firm
Call Directions
Squire Wealth Advisors
22yrs
Wayne Barben
Financial advisor
1329 South 800 East
Orem, UT 84097
Top 16% by experience in Orem
CPA/PFSFiduciaryFee-only firm
Call Directions
Platform Wealth Advisors
20yrs
Anita Peca
Financial advisor
6510 S. Millrock Dr
Holladay, UT 84121
More experience than 71% of advisors in Utah
CPA/PFSFiduciary
Call Directions
EP Wealth Advisors
19yrs
Neal Marchant
Financial advisor
50 East 100 South Suite 101
St. George, UT 84770
Top 25% by experience in St. George
CPA/PFSFiduciary
Call Directions
Harold Dance Investments
18yrs
Daniel Neeley
Financial advisor
72 E Center Street
Logan, UT 84321
More experience than 67% of advisors in Logan
CPA/PFSFiduciary
Call Directions
Portside Wealth Group
15yrs
Paul Saunders
Financial advisor
3507 N University Ave Suite 150
Provo, UT 84604
More experience than 59% of advisors in Utah
CPA/PFSFiduciary
Call Directions
Veritas Wealth Management
15yrs
Troy Knighton
Financial advisor
2180 South 1300 East, Suite 360
Salt Lake City, UT 84106
More experience than 60% of advisors in Salt Lake City
CFP®CPA/PFSFiduciary
Call Directions
Squire Wealth Advisors
13yrs
Nathan Larsen
Financial advisor
1329 South 800 East
Orem, UT 84097
More experience than 69% of advisors in Orem
CPA/PFSFiduciaryFee-only firm
Call Directions
Squire Wealth Advisors
12yrs
David Bigler
Financial advisor
1329 South 800 East
Orem, UT 84097
More experience than 67% of advisors in Orem
CPA/PFSFiduciaryFee-only firm
Call Directions
Composition Wealth
12yrs
Scott Smith
Financial advisor
Farmington, UT
More experience than 50% of advisors in Utah
CFP®CPA/PFS
Call Directions
LPL Financial
11yrs
Sarah Hinman
Financial advisor
One South Main Street
Salt Lake City, UT 84133
More experience than 52% of advisors in Salt Lake City
CFP®CPA/PFSFiduciary
Call Directions
Verticus Advisors
6yrs
Ryan Cooper
Financial advisor
Sandy, UT
6 years in the industry
CPA/PFSFee-only firm
Call Directions
Squire Wealth Advisors
New
Phillip Peine
Financial advisor
1329 South 800 East
Orem, UT 84097
New to the profession
CPA/PFSFee-only firm
Call Directions
Connect Financial Advisors
New
Nathan Shields
Financial advisor
Providence, UT
New to the profession
CPA/PFSPlanningInvesting
Call Directions

Filter by location and more