Net Worth Advisory Group

At Net Worth Advisory Group, we're a team of fee-only fiduciary financial advisors and CERTIFIED FINANCIAL PLANNER (CFP) professionals dedicated to providing unbiased guidance to individuals and families across the United States. With our headquarters in Sandy, Utah, a suburb of Salt Lake City, we're committed to helping our clients build and protect their wealth for a future they can feel confident in.

Our Story

Our journey began with a simple yet powerful idea: to create a financial advisory firm that truly puts its clients' interests first. We believe that everyone deserves personalized, comprehensive financial planning that's free from conflicts of interest and hidden agendas. That's why we've built our practice on a fee-only model, ensuring that our advisors are incentivized to provide the best possible advice for each client, rather than selling products or generating commissions.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals and secure their future. Our comprehensive financial planning process involves a deep dive into our clients' financial situations, goals, and aspirations, followed by the creation of a customized plan tailored to their unique needs. Our services include:

• Retirement planning: We help our clients develop a sustainable income stream and create a retirement roadmap that aligns with their goals and values.
• Investment management: Our team of experts manages investment portfolios on behalf of our clients, ensuring that their assets are working hard to achieve their financial objectives.
• Financial planning: We provide ongoing financial planning and guidance, helping our clients make informed decisions about their financial lives.
• Estate planning: We work closely with our clients' attorneys and other professionals to ensure that their estate plans are comprehensive and up-to-date.

Our Difference

At Net Worth Advisory Group, we're committed to transparency, accountability, and personalized service. We believe that everyone deserves to work with a financial advisor who is a trusted fiduciary, acting in their best interests at all times. That's why we've built our practice on a set of core values that guide everything we do:

• Unbiased guidance: We're free from conflicts of interest and sales pressures, ensuring that our advice is always in our clients' best interests.
• Transparency: We believe in clear, straightforward communication and transparent processes that keep our clients informed and empowered.
• Accountability: We're committed to delivering exceptional results and taking responsibility for our actions.
• Personalized service: We believe that every client deserves a personalized experience, tailored to their unique needs and goals.

Meet Our Team

Our team of experienced financial advisors, led by Ray E. LeVitre, CFP, is dedicated to providing exceptional service and guidance to our clients. With a combined 27 years of experience in the financial industry, our team brings a unique perspective and expertise to the table.