Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 2,026 near 84070
Out of 400,000+ nationwide
Jen S
CFP®
Bluffdale, UT
Money Illustrated Advisory Services
Hi! I’m Jen, fellow human and creator of Money Illustrated. I'm so grateful you're here! My journey into financial planning began while I was working as a self-employed artist & graphic designer; learning to manage my own finances and variable freelance income is what sparked my interest in understanding money better. This quickly became more than a side hobby, and eventually resulted in my making a career change to pursue an undergraduate degree in financial planning. I later went on to complete a graduate degree in Financial Planning & Analytics. In addition, I obtained the Certified Financial Planner (CFP®) designation, am an Accredited Financial Counselor (AFC®), and a Certified Divorce Financial Analyst (CDFA®). As a free-spirited, artsy feminist working in the financial planning industry over the years, I never quite fit into the old-school, male-dominated industry (very much in need of diversity and new perspectives). Eventually, I decided I needed to create the space I was searching for. I started Money Illustrated with the hope that I could bring my two worlds of art and financial planning together in order to create something different—an inclusive, progressive, and innovative approach that's both creative and human-centered. My goal is to always act in clients' best interest, while guiding toward financial success and educating on the intricacies of their financial situations. Overall, I want to help others feel empowered to live their dream lives. No matter what your financial background looks like, I’m here to offer a judgment-free approach that meets you where you are. Financial planning is a tool to help you build a life that feels like your own, focusing on your values, supporting your relationships, and prioritizing what truly matters most to you. Outside of personal finance, I love to hike in the nearby Rockies, tend to my plants, practice yoga, and paint. I live near Salt Lake City, Utah, with my wonderful partner, an exuberant dog, and two cuddly old cats.
Mark P
CFP®
Holladay, UT
Outpost Advisors, LLC
As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.
Stephen B
CFP®
West Jordan, UT
Evergreen Financial Group
We focus on helping Christian outdoor focused individuals and churches
Tyler B
CFP®, Series 66
Sandy, UT
Edward Jones
Cristopher G
Series 63, Series 66
Sandy, UT
Fidelity
Cristopher Garff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He collaborates with high net worth households to understand their unique goals and needs, assisting clients in creating individualized and comprehensive financial plans. Cristopher has been with Fidelity Investments since 1999, holding various roles including Senior Relationship Officer, Relationship Officer, Client Management Representative, Retirement Income Planning Consultant, Investment Representative, Financial Representative, Service Trader, and Customer Service Representative. This extensive experience has provided him with a broad understanding of financial services and client management.
Jason P
Series 63, Series 66
Salt Lake City, UT
Merrill
Jason Pierce is a Wealth Management Advisor and partner of a wealth management group in the Philadelphia area at Merrill Lynch Wealth Management, where he has worked since 2014. He works with affluent individuals and families to address their financial goals and streamline their wealth management services. Jason specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Jason holds a Bachelor's Degree from the University of Scranton and has earned the Chartered Financial Analyst (CFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) professional certification. His approach to wealth management is planning-based and process-oriented, emphasizing a full-service and holistic role as a trusted advisor to his clients. He is committed to providing high levels of service and attention to detail, supported by a cohesive team that helps address clients' specific financial goals and concerns. Outside of his professional responsibilities, Jason is involved with the Chestnut Hill Community Association. He lives in Philadelphia with his wife, Ellen, and their children. Jason participates in coaching high school and grade school basketball, aiming to share his passion for sports with the next generation. In his free time, he enjoys playing squash, basketball, and golf.
Bryan B
Series 63, Series 66
Murray, UT
Fidelity
Bryan Bales is a Financial Consultant currently working at Fidelity Investments, where he has been since 2016. Prior to his current role, he served as a Portfolio Specialist at Fidelity Investments from 2017 to 2021 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, Bryan worked as a Wealth Management Advisor at TIAA from 2014 to 2016. In his role as a Financial Consultant, Bryan supports and provides guidance to high net worth clients. He focuses on assisting clients in building long-term financial plans and discussing appropriate investment options aimed at achieving lifetime financial freedom. Bryan holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys biking, family activities, hiking, outdoor adventures, and running.
Zachary B
Series 66
South Jordan, UT
Fidelity
Zachary Bown currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience as a Financial Consultant from 2024 to 2026, and held several other positions within Fidelity Investments including Investment Solutions Consultant, Annuity Planning Consultant, and Investment Solutions Representative. In his roles, Zachary focuses on assisting clients in pursuing their long-term financial well-being. As Branch Manager, he aims to empower and encourage associates to maximize their talents with integrity, confidence, and competence to support clients effectively. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zachary has personal interests that include comedy, being a foodie, outdoor adventures, parenthood, and traveling.
Andrew G
Series 63, Series 66
Millcreek, UT
Fidelity
Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Plannerâ„¢, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.
Stuart L
Series 66
Salt Lake City, UT
Merrill
Stuart Lake is a Financial Advisor based in Salt Lake City, affiliated with Merrill Lynch Wealth Management. He specializes in guiding clients through the complexities of wealth management by delivering a personalized and strategic approach to financial planning. His areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, special needs planning, and retirement income. Mr. Lake holds a Bachelor's Degree from Brigham Young University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Originally from Palm Springs, California, he balances his professional responsibilities with personal interests such as adventure sports, cooking, football, gardening, golfing, music, reading, and volleyball. His philosophy emphasizes that financial success is not solely about numbers, but about creating a lifestyle and legacy that endures. Through tailored advice and guidance, he seeks to assist clients in realizing their unique financial goals and aspirations.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 2,026 near 84070
Out of 400,000+ nationwide