5 vetted financial professionals are listed in Utah, including practices in Park City, Salt Lake City and Cottonwood Heights. They specialize in areas such as Investment Management, Retirement Planning and Financial Planning. Compare credentials, fees, and minimums, then request an introduction free.
Founder
Innovate WealthHello, I'm Steve. After 10 years with large Wall Street firms I decided I didn't like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn't need... well you were right! I created a company to fix it.
We do comprehensive planning for all individuals including Retirement/cash flow planning, Investment review, Estate planning, Tax planning and review of what insurance needs they may need or do have at the current time. We currently invest primarily in no load mutual funds making sure that every portfolio is properly diversified. Our firm was started in 1984 and has always operated as a Fee-only Financial Planning Firm.
Financial Advisor
Odyssey Wealth ManagementStephanie Torosian joined Odyssey Wealth Management in June 2025 as a Financial Consultant. In this role, she provides in-depth planning and strategy for clients. She brings a wealth of experience in working with high-net-worth individuals and families on investment strategy, retirement and estate p... [One thing I want my clients to know about me is:] At my core, I love helping people and have a passion for making the complicated simple.
Managing Partner
FAMILY WEALTH MANAGEMENTScott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation,... [One thing I want my clients to know about me is:] I am always accessible and available to solve problems.