Fiduciary Financial Advisors in Salt Lake City Utah
Nice to meet you!
We're TrueNorth Wealth
- Certified Financial Planners
Comprehensive guidance from credentialed planning professionals
- Fiduciaries
Legally obligated to put your best interests first.
- Fee-Only
No commissions, product sales, or hidden incentives.
Proudly providing financial services to Salt Lake City clients since 2006
Our Services
We’re committed to making sure every part of your financial life works together in the most effective way possible. That’s why our comprehensive services cover everything you see here — and more.
Grow Your Wealth
Evidence-based investment strategies designed to build long-term financial security around your goals.
Save on Taxes
Long-term tax strategies designed to reduce taxes across income, investments, and retirement.
Plan for Retirement
Customized strategies to help you transition into retirement with clarity, confidence, and control.
Protect Your Wealth
Risk management and insurance strategies to help you safeguard what you’ve built and prepare for the unexpected.
Leave a Legacy
Estate and legacy planning designed to reflect your values and provide for the people you care about.
Support Your Business
Whether you’re running a solo practice or leading a team, we help you align your business finances with your personal goals.
What our clients say about working with us:
These testimonials have been provided by clients of TrueNorth Wealth as of 01/01/2026. They have not been paid or received any other compensation for sharing their opinion and experience with our firm.
Why should you trust us?
- Decades of combined experience
Our advisors bring deep, real-world experience across financial planning, investment management, and tax strategy.
- CFP® professionals and financial planning experts
Our advisors hold respected industry credentials and undergo rigorous ongoing training to guide your complex financial decisions with expert care.
- Fee-only, with no commissions or product sales
We’re compensated only by our clients — not by outside incentives — so our advice is always in your best interest.
- Legally and ethically required to act as fiduciaries
As fiduciaries, we are obligated to put your interests first — and we take that responsibility seriously in every recommendation we make.
- Established track record of growth and trust
Founded in 2006, TrueNorth Wealth now manages over $1 billion in client assets — a reflection of the long-term relationships we’ve built through consistent value and a focus on what matters most to our clients.
Who we work with
Self-Employed
Professionals
We help self-employed professionals reduce taxes, manage irregular income, and build long-term financial security with a strategy designed around how you work and earn.
Business
Owners
We help business owners create tax-efficient financial strategies, implement and manage employee 401(k) plans, and build personal wealth beyond the business.
Nearing
Retirement
We help individuals and couples make the critical decisions around income, taxes, and timing that shape a secure and confident retirement.
Visit us in
Salt Lake City
1935 East Vine Street #120
Salt Lake City, UT 84121
(801) 274-1820
Free Strategy Session
No two situations are the same.
Learn how we can help YOU.
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals