Best Financial Advisors in South Jordan

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
4.7/5.0
Average Rating

South Jordan Financial Landscape

With a population of 59,366, South Jordan is part of the Salt Lake City metropolitan area, benefiting from its proximity to major economic hubs. The city boasts a diverse economy with a mix of technology, retail, and healthcare sectors.

Major industries
Technology, Retail, Healthcare
Population
59.4K (metro: 1.2M)
Median household income
$90,000
Unique needs
Focus on tech growth while managing housing affordability and community resources.
Market Insights
Economic Growth
According to BEA (2023), South Jordan's economy is expanding, driven by technology and healthcare sectors, with a projected growth rate of 4% annually.
Wealth Demographics
According to Census (2023), the median income in South Jordan is $90,000, reflecting a growing affluent population with increasing purchasing power.
Advisor Specializations
Based on BLS (2023), financial advisors in South Jordan are increasingly specializing in tech investments and retirement planning due to demographic shifts.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in South Jordan is rising, with housing costs significantly impacting affordability for residents.
Real Estate Market
According to Zillow (2024), the real estate market in South Jordan is competitive, with home prices increasing by 10% over the past year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), South Jordan's business climate is favorable, with incentives for tech startups and a supportive local government promoting economic development.

Top 5 Financial Advisors in South Jordan

Granite Canyon Wealth Management
★ ★ ★ ★ ★ 5
Stonecreek Wealth Advisors, Inc.
★ ★ ★ ★ ★ 5
Partner Alliance Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michelle A Chadwick, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Chance L Hiskey, CEPA®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in South Jordan, 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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South Jordan-Specific Expertise
For South Jordan residents working in Technology, Retail, 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
South Jordan's tech sector growth demands diversification to mitigate market volatility. Housing prices may face bubble risks; consider geographic investment. Flooding and winter storms pose natural d...

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