FINANCIAL ADVISORS PROVIDING WEALTH MANAGEMENT

Realistic Financial Solutions

Expert Investment Advice

Personal Retirement Planning

FINANCIAL PLANNING & WEALTH MANAGEMENT SINCE 1982

At First Western Advisors we’ve been providing financial planning services throughout the United States for more than 34 years.

 

We started in Salt Lake City, Utah in 1982. Our guiding principle is to help individuals build wealth and find peace of mind by offering expert, objective advice and financial services (investment management, retirement planning, etc.).

 

We are also a broker-dealer and registered investment advisor.

SERVICES WE’RE PROUD TO OFFER

  • Multi-Generational Financial Planning
  • Social Security Review & Planning
  • Equities & Equity Options
  • Managed Money
  • Mutual Funds
  • Consolidated Wealth Reporting & Tools
  • Tax Planning
  • Fixed Income
  • Retirement Planning
  • Education Planning
  • Annuities
  • And More…
It's tax season (again). Let us help reduce your tax liability.

It's tax season (again). Let us help reduce your tax liability.

We can help. Ask us how.

 

The Latest from Our Blog

We want to thank those who  participated in our annual First Western Advisors golf event! First Western Advisors and the Sons of Baseball Foundation want to thank you for your support and contributions! With your help, we were able to raise $2,580! We were asked by......

Scott Kimball, CFP®, Vice President of Investments at First Western Advisors in Salt Lake City, UT  has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal......

Joshua Liljenquist, CFP®, Vice President of Investments at First Western Advisors in Salt Lake City, UT  has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP®certification marks in accordance with CFP Board certification and renewal requirements.......