Best Financial Advisors in Lehi

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
4.9/5.0
Average Rating

Lehi Financial Landscape

Lehi's economy is driven by technology and manufacturing, with a strong presence of startups and established firms. The city benefits from its proximity to the Silicon Slopes, fostering innovation and job growth.

Major industries
Technology, Manufacturing, Retail
Population
54.4K (metro: 543.8K)
Median household income
$85,000
Unique needs
Lehi's growth demands infrastructure improvements and affordable housing solutions to accommodate its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Lehi's economy grew by 5.2% in the past year, driven by tech and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Lehi is $85,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lehi are increasingly focusing on tech and startup funding.
Local Considerations
Cost of Living
According to BLS (2024), Lehi's cost of living is rising, with housing costs significantly impacting affordability.
Real Estate Market
According to Zillow (2024), Lehi's real estate market shows a 10% increase in home prices year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Lehi's business climate is favorable, attracting new startups and established companies alike.

Top 5 Financial Advisors in Lehi

R.O.I. Wealth Management - Fee Only Financial Advisors
★ ★ ★ ★ ★ 5
Sapphire Wealth Management
★ ★ ★ ★ ★ 5
Stonebriar Wealth Advisors
★ ★ ★ ★ ★ 5
Drive Wealth Advisers
★ ★ ★ ★ ★ 5
Tech Wealth, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lehi, 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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Lehi-Specific Expertise
For Lehi residents working in Technology, Manufacturing, Retail, 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
Lehi's tech concentration poses risks of economic downturns; housing prices may bubble. Prepare for natural disasters like flooding and diversify investments across sectors.

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