Build & Protect Your Wealth

Fee-Only Fiduciary Financial Advice

For a Future You’ll Feel Confident In

Net Worth Advisory Group is a team of fee-only CERTIFIED FINANCIAL PLANNER^® (CFP^®) professionals located in Sandy, Utah. 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.

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 Approach Resonate With You?