Best Financial Advisors in Provo

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
110+
Advisors
4.9/5.0
Average Rating

Provo Financial Landscape

Provo's economy is bolstered by a growing tech sector and a strong educational presence, particularly from Brigham Young University. The city is also seeing growth in healthcare and retail industries.

Major industries
Technology, Education, Healthcare
Population
116K (metro: 1.2M)
Median household income
$66,000
Unique needs
Provo's unique needs include affordable housing and support for tech startups.
Market Insights
Economic Growth
According to BEA (2023), Provo's economy has grown by 4.5% year-over-year, driven by tech and education sectors.
Wealth Demographics
According to Census (2023), the median income in Provo is approximately $66,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Provo are increasingly specializing in tech startups and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Provo's cost of living is 10% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Provo's real estate market is competitive, with home prices rising 8% over the past year.
Business Environment
According to Fortune (2024), Provo's business climate is favorable, with a growing number of startups and supportive local policies.

Top 5 Financial Advisors in Provo

Retirement Solutions
★ ★ ★ ★ ★ 5
Hudson Oaks Wealth Management
★ ★ ★ ★ ★ 5
Peterson Wealth Advisors
★ ★ ★ ★ ★ 5
Frandsen Morrill Advisors
★ ★ ★ ★ ★ 5
Blue Barn Wealth
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Provo, 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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Provo-Specific Expertise
For Provo residents working in Technology, Education, Healthcare, 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
Provo's tech sector growth poses concentration risks; housing market may face bubble concerns. Prepare for potential natural disasters like flooding and consider diversifying investments.

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