Your Trusted Financial Advisor in South Jordan, UT
Serving South Jordan with Personalized Wealth Management
BlackRidge Wealth Management is proud to call South Jordan, UT home. For more than 15 years, we’ve helped families, educators, public employees, and professionals throughout the South Salt Lake Valley create confident, long-term financial plans.
Our South Jordan office makes it easy to meet in person, but we are equally available via virtual meetings for busy families, commuters, and educators. Because we live and work in this community, we understand the local economy, the cost of living, the school systems, and the unique financial needs of South Jordan retirees and professionals.
Many of our clients participate in Utah Retirement Systems (URS) or have employer plans through Jordan School District, local municipalities, healthcare groups, or nearby tech companies — and we incorporate these benefits into every plan.
Retirement & Financial Planning in South Jordan
Whether you’re building your investment strategy, preparing for retirement, or reviewing your overall financial plan, our South Jordan-based team is here to support your goals with clear, personalized advice.
With many clients working in
Jordan School District, Canyons District, and Alpine District, we offer in-depth guidance on URS pensions, 403(b)/457 plans, pension payout strategies, and Social Security coordination where applicable.
Investment Management Close to Home
We provide hands-on investment management for individuals and families who want a local advisor they can rely on. South Jordan residents appreciate having a CFP® professional nearby to discuss portfolio adjustments, risk levels, and long-term growth strategies.
South Jordan continues to grow, attracting families, educators, health professionals, and tech workers. As the area expands, we help clients navigate changing income, benefits, and investment opportunities.
Why Choose BlackRidge Wealth in South Jordan?
Local Roots & Community Connection
We live here, work here, and serve the South Jordan community every day. Our team has presented workshops for local educators, partnered with community groups, and supported organizations throughout the South Valley.
Fiduciary Commitment & CFP® Expertise
Clients value working with a
Certified Financial Planner™ professional who upholds high standards of ethics, education, and objectivity.
Practical Experience Across Life Stages
From early-career families in Daybreak to retirees throughout South Jordan and Riverton, we provide planning that grows and adapts with you.
Anonymized Local Case Examples
- A South Jordan teacher retiring at 62 received a clear URS pension analysis and income plan.
- A family in the Daybreak community created a college savings strategy and retirement roadmap.
- A local professional transitioning careers received investment restructuring and tax-planning support.
Schedule a Consultation in South Jordan
We invite you to meet with us at our South Jordan office for a no-pressure consultation. Whether you prefer an in-person meeting, a virtual conversation, or an at-home visit, we’ll accommodate your schedule.
Do I need a local financial advisor in South Jordan?
A local advisor understands Utah-specific retirement systems, living costs, property taxes, school districts, and employer benefits. Many clients prefer meeting in person, but we work virtually with clients statewide as well.
I work for Jordan School District / Riverton City / a local healthcare provider — can you help with my retirement plan?
Yes. We frequently help South Jordan educators, city employees, and professionals understand URS pensions, employer 401(k) or 403(b) plans, and retirement strategy options.
Are you familiar with Utah Retirement Systems (URS)?
Absolutely. URS planning is one of our specialties. We help South Jordan public employees navigate service credits, payout options, Tier 1 vs. Tier 2, and pension + Social Security interactions.
Can I meet with you outside normal work hours?
Yes. We offer early-morning, evening, and virtual appointments to accommodate educators, shift workers, and busy families.
Do you offer workshops or financial education events in South Jordan?
We host educational sessions for schools, local groups, and community organizations. If your team or school would benefit from a workshop, we’re happy to arrange one.
