The 3 Best Financial Advisors Around Utah County

Financial planning isn’t just about numbers—it’s about aligning your goals with a clear roadmap for growth and security. Whether you’re saving for retirement, building an estate plan or seeking personalized investment strategies, finding an advisor who listens and guides you through each decision is key. In Utah Valley, top advisors blend local expertise with national resources to craft plans as unique as your aspirations.

Michael Corrigan || Global View Capital Advisors

Michael Corrigan helps clients at Global View Capital Advisors create and manage personalized plans for financial independence and stress‑free living. He begins with a detailed discovery meeting, uncovering both short‑ and long‑term objectives, then leverages digital planning tools to model scenarios—college funding, retirement timelines or business succession. Certified in retirement‑income planning, Corrigan emphasizes ongoing reviews and adjusts portfolios as life unfolds, ensuring strategies remain aligned with market conditions and personal milestones.

Rebecca Stewart || Regal Estate Planning

Rebecca Stewart focuses on estate planning that protects families and preserves legacies. As founder of Regal Estate Planning, she drafts wills, trusts and powers of attorney tailored to each client’s circumstances. Her process includes a one‑on‑one legal consultation to clarify goals—guardianships, tax minimization or charitable giving—and a step‑by‑step roadmap for executing documents. Stewart’s office in Lehi also offers ongoing trust administration support, guiding executors through probate and post‑mortem tasks with clarity and compassion.

Mike Mendenhall || Edward Jones – Financial Advisor

Mike Mendenhall combines Edward Jones’s national resources with hometown service in Spanish Fork. He partners with individuals and business owners to organize, build and protect wealth—using one‑on‑one meetings to assess risk tolerance, time horizons and cash‑flow needs. Mendenhall’s office offers seamless integration of banking, insurance and investment products, backed by Edward Jones’s research team. Clients appreciate his clear explanations of market trends and his quick responsiveness to life changes that call for portfolio adjustments.

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