Divergent Wealth Advisors provides expert wealth management services for both institutional and individual clients in Holladay, Utah. And as every one of our advisors carries the Certified Financial Planner™ designation, you can rest assured that you will receive the highest-quality services available today in our industry.

We have developed a proven model of investment strategy that sets us apart from our competitors. We think you will be surprised and delighted by our simple and effective approach to financial planning and investment advising.

In fact, you’ll recognize how unique our approach is from your very first meeting with your dedicated wealth advisor.

Holladay, Utah, Institutional Wealth Management Services

For business owners, our institutional wealth management services can set you apart from your competitors.

We specialize in assisting corporate clients of all sizes with their pension and retirement plans. From designing the right plan for your company to administering your benefits and providing value-added services to your participants, we put our expertise to work for you.

By helping you offer the best possible benefits plans for your employees, we enable you to attract and keep the high-quality, committed staff you need for success. We are equally committed to your participants, helping them achieve their financial goals and prepare for retirement.

We also provide small-business owner exit strategy consulting along with insurance planning, risk management and investment advising for our business clients.

financial planning and wealth management holladay utah

Personal Wealth Management & Financial Planning in Holladay

If you believe that all financial planners are the same, we invite you to come in and learn more about how we do things here at Divergent Wealth Advisors.

Our Certified Financial Planners™ provide the training and experience you need to achieve your goals for growing your personal wealth. But we do it in a way that you’ve probably never experienced.

Rather than sending you off with a massive stack of forms to complete, we invite you to sit down with your wealth advisor in our interactive financial planning room. There, you and your advisor will work together to plot out your financial future.

In fact, you will see your wealth management strategies — live and in color — on our interactive financial modeling console. There, you and your advisor can experiment with different scenarios to find the perfect balance of risk and reward to get you where you want to go.

Trust Divergent Wealth Advisors for all your portfolio management, estate planning, risk analysis and wealth transfer needs.

The Difference a Certified Financial Planner™ Means for Your Future

If you’re wondering what the fuss is about, it’s important that you realize how few financial planners have earned their CFP® designation. Although all our financial planners are CFPs®, only about 17 percent of wealth managers in the U.S. can make that claim.

Certified Financial Planners™ must meet exacting standards of education and experience. They must demonstrate their competencies through an exacting series of exams and update their knowledge with continuing education. And most important, they must uphold the highest ethical standards at all times.

All our services are provided on a fee-only basis. By taking commissions out of the equation, you can rest assured that your wealth advisor will never face the conflicts of interest that can affect the integrity and outcomes of financial advising.

In Holladay, Utah, call on Divergent Wealth Advisors for all your institutional and personal wealth management needs.

 

DISCLAIMER: It is important to note that this information is not meant to provide investment, tax, legal or accounting advice. This material is for informational purposes only, and is not intended to provide, and should not be relied on for, investment, tax, legal or accounting advice. You should always consult your own financial planning, tax, legal and accounting advisors before engaging in any transaction.