Your Financial Advisor in Salt Lake City, Utah

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Serving Salt Lake City with Fiduciary Financial Planning

At BlackRidge Wealth Management, we proudly serve individuals and families across Salt Lake City, from Sugar House and The Avenues to Foothill, Millcreek, Capital Hill, Rose Park, and the downtown corridor around Main Street and South Temple. While our office is located in South Jordan, we work closely with clients who live or work in Salt Lake City and want a CFP®-led, planning-first approach.



For more than 15 years, our team has helped professionals, educators, public employees, and retirees throughout the Salt Lake Valley build organized, forward-looking financial strategies. We understand the complexities that come with URS pensions, employer 401(k)s, equity compensation, university benefits, and the wide range of financial circumstances common in Salt Lake City households.


In-person and virtual meetings are available to accommodate busy professionals and commuters.

Comprehensive Wealth Management for Salt Lake City Residents

Whether you’re planning for retirement, reorganizing investments, navigating tax questions, or preparing for a major life transition, we provide personalized, fiduciary guidance rooted in real local experience.

Salt Lake City residents often have a mix of retirement resources, including URS pensions, employer-sponsored plans (401(k), 403(b), 457), and personal savings. We help you unify those moving parts into one coordinated roadmap.

From university employees to healthcare professionals to tech workers along the Wasatch Front, we help clients design diversified portfolios and long-term strategies that adapt as markets and life circumstances evolve.

Salt Lake City families want clarity: “Where are we now, what should we do next, and what does our future look like?” We build full financial plans covering retirement, tax coordination, insurance needs, estate considerations, and income planning.

As your wealth grows, tax and estate decisions become essential. We coordinate with your CPA and attorney to align investment strategy, Roth planning, RMDs, and legacy goals.

Local Clients We Serve

Salt Lake City is diverse, and so are the financial lives of those who live here. We regularly support:


We also assist professionals in finance, tech, real estate, and healthcare who work downtown or in the greater Salt Lake corridor.

Why Salt Lake City Clients Choose BlackRidge Wealth

Fiduciary Standard & CFP® Expertise

You get unbiased advice led by a Certified Financial Planner™ professional with 15+ years of experience guiding Utah families, educators, and professionals.


Experience with URS and Employer Plans

Salt Lake City has a large population of public employees and university-affiliated workers. We regularly coordinate URS pensions, 401(k)s, 403(b)s, 457 plans, and spousal benefits into one retirement strategy.


Personalized Service vs. National Banks

While large national firms dominate downtown Salt Lake City, many clients prefer a boutique, relationship-focused partner who knows the local economy and takes time to understand their financial story.


Local Knowledge & Community Focus

We understand the cost of living, housing patterns, commuting routes, and financial priorities of people living in neighborhoods like Sugar House, The Avenues, Millcreek, Capitol Hill, Foothill, and the surrounding Salt Lake area.

Schedule a Consultation with a Salt Lake City Financial Advisor

Meet with us virtually or at our South Jordan office — just minutes from Salt Lake City. Whether you’re reviewing your retirement plan or seeking long-term financial guidance, we’re here to help.

  • Who is a good financial advisor in Salt Lake City?

    Someone who offers fiduciary advice, transparent planning, CFP® credentials, and experience with Utah-specific benefits. BlackRidge provides all of the above with personalized service.

  • Do you understand URS pensions and state employee plans?

    Yes. We regularly help educators and public employees throughout Salt Lake City coordinate URS, PERA, and employer plans.

  • Do you offer investment management?

    Yes — we design portfolios, monitor risk, and adjust strategies for long-term outcomes.

  • Can you work with families in Sugar House, Avenues, or Foothill?

    Absolutely. We serve clients across every major Salt Lake City neighborhood, both in person and virtually.

  • Are you fee-only?

    We operate as a fiduciary, providing advice aligned with your goals and best interests.