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Trusted Advice to Build & Protect Your Wealth
For a Future You'll Feel Confident In

Net Worth Advisory Group is a team of fee-only fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER® (CFP®) professionals located in Sandy, Utah, a suburb of Salt Lake City.  As fee-only advisors, we align our interests with those of our clients', avoiding all commissions and kickbacks so you can have confidence in our recommendations.

We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your lifelong security and goals. When partnering with us, you can expect a personalized experience in which we apply values of transparency and accountability to all that we do.

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Raising the Bar on What to Expect from Your Advisor

Net Worth Advisory Group’s Difference
What We Do
our fee-only model
What Others Do
typical firm
Offer unbiased guidance
Make decisions rife with conflicts of interest
Serve in your best interest as a legal fiduciary
Focus on their company’s best interest—not your’s
Develop strategies personalized to your life
Are in the business of selling financial products
Operate independently
Serve as a broker or sales agent
Provide straightforward, all-inclusive pricing
Work on commission: you pay every transaction
Remain fully transparent
Have opaque processes and payment structures
Collaborate with your attorney, CPA & other professionals
Provide one dimensional solutions without effective collaboration
Offer year-round comprehensive financial planning
Offer static strategies that are not regularly updated

Let Us Help

You deserve peace of mind that you’re on the right track—and in the hands of a team who deeply cares.

Does Our Client-Centered Fee-Only Approach Resonate With You?

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