Best Financial Advisors in Bountiful

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Bountiful Financial Landscape

Bountiful's economy is primarily driven by retail, healthcare, and education sectors. The city benefits from its proximity to Salt Lake City, enhancing its economic opportunities.

Major industries
Retail, Healthcare, Education
Population
43K (metro: 1.2M)
Median household income
$85,000
Unique needs
Bountiful's growth requires sustainable development to accommodate its increasing population while maintaining community character.
Market Insights
Economic Growth
According to BEA (2023), Bountiful's economy is expanding, with a growth rate of 3.5% driven by local businesses and increased consumer spending.
Wealth Demographics
According to Census (2023), the median income in Bountiful is $85,000, reflecting a stable and affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Bountiful are increasingly focusing on retirement planning and investment strategies for local families.
Local Considerations
Cost of Living
According to BLS (2024), Bountiful's cost of living is 10% higher than the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), Bountiful's real estate market is competitive, with home prices increasing by 8% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Bountiful's business climate is favorable, with supportive local policies encouraging small business growth and innovation.

Top 5 Financial Advisors in Bountiful

Strategic Planning Group
★ ★ ★ ★ ★ 5
Alliance Wealth Advisors
★ ★ ★ ★ ★ 5
Access Financial Partners/LPL Financial
★ ★ ★ ★ ★ 5
TrueNorth Wealth - Financial Advisors
★ ★ ★ ★ ★ 5
Your Financial Resource, Inc. - Sid R. Alvey | Financial Advisor |
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bountiful, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Bountiful-Specific Expertise
For Bountiful residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Bountiful's retail focus poses risks from e-commerce trends. Real estate prices are rising, indicating potential bubble risks. Prepare for natural disasters like flooding and diversify economically.

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