Your Team of Utah Fee-Only Financial Planners

Is Here to Help

Schedule a Complimentary Consultation
With a Fee-Only Financial Planner from NWAG

Our office is in Sandy, Utah where we serve clients face-to-face from throughout the Wasatch Front and Salt Lake City area. We can also work with clients in all 50 states through our virtual platform.

If you have a few questions or you’d like to explore working together, scheduling an introduction is the first step.

Schedule Your Free Consultation Today

1

Schedule your COMPLIMENTARY consultation with one of our fee-only financial planners.

2

We will create a custom, all-inclusive financial plan based on your financial goals and personal desires.

3

We will implement and execute your financial plan through our wealth management services.


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Our Mission Statement

Our mission is to significantly improve the lives of our clients by delivering exemplary financial planning and wealth management advice that enables them to live the lives they have imagined.

What Sets Us Apart

Combined years of
experience:
123
Active clients:
601 clients
(12/31/2024)
total client assets:
$718M AUM
(12/31/2024)
Degrees and professional designations:
CFP®, MBA, AFC®
AVERAGE ASSETS UNDER MANAGEMENT PER CLIENT:
$1.2 Million
Number of cfp's:
9
client retention:
99%
(2024)
Certified Financial Planner logoNational Association of Personal Financial Advisors logoFinancial Planning Association logoFee Only logo