Peterson Wealth Advisors Employee Directory

Financial ServicesUtah, United States11-50 Employees

Peterson Wealth Advisors is a financial services firm focused on retirement planning, aiming to secure income that lasts for clients' lifetimes. With more than 35 years of experience, its financial planners develop strategies designed to provide a steady retirement income for as long as needed. The firm is registered as an investment adviser and operates on a fee-only basis, offering objective guidance and not selling financial products. Its scope of services encompasses investment management, Medicare and Social Security planning, tax strategy, and estate planning as part of comprehensive retirement support. Headquartered in Orem, Utah, the practice serves retirees seeking reliable retirement income solutions and assigns a dedicated team to each client to ensure continuity and easy access to advisors. It adheres to a fiduciary standard, prioritizing clients' best interests, and pursues purpose-driven planning that can include charitable giving and Senior Missions as part of its client programs.

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