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WELCOME HOME

Strong…Peaceful…Beautiful. These are a few of the words our clients use to describe their feelings about Mount Timpanogos, which stands majestically at the head of our beautiful valley.

From the early Native Americans who lived under her protection, to the settlers of 1849 whose descendants still know they are coming home when they see her rising up from the valley floor, Mount Timpanogos poises herself as a landmark of steadiness, durability and well-being to the many who call Utah Valley their home.

We’re proud to live in and serve the people of this great State of Utah where hard-working, industrious men and women have always been a hallmark of what we believe in and who we are as a community. We earn our money through honest labor, and invest it thoughtfully through the different seasons of our lives.

Just as new springtime growth and sunny summer days lead into the changing colors of autumn and frozen winter storms, so go the cycles of each facet of our lives. Often, we’re inclined to make investment decisions based on the current financial climate or the isolated storms affecting our individual situations, limiting our view of the bigger picture of seasonal cycles.

Since 1996, you’ve trusted us to help you navigate the seasons of your financial planning and investing—and for that trust, we thank you.

Just as Mount Timpanogos stands as a beacon, leading us to the place we know and love as our home, so we, as seasoned professionals, stand ready to guide you to the satisfying destination you see in your future.

Welcome to Timpanogos Financial Advisors. Welcome home.

Why Choose Us

We can help take some of the mystery out of preparing for your financial future.

Learn More

Mission Statement

We are Dedicated to Proactive Financial Planning.

We Challenge Ourselves, Clients, Family & Friends to

Live Life on Purpose.

We are our Clients' Champions!

Schedule your Appointment Here




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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Around the country, attitudes about retirement are shifting.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Surprise! You’ve Got Money!

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Should You Ever Retire?

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