Good financial planning brings clarity to life’s big decisions—giving you the tools and perspective to make smart, lasting choices. As a Lehi, UT fee-only financial advisor, we work with individuals and families across Draper, Alpine, Cedar Hills, and Highland who want a plan that’s thoughtful, responsive, and aligned with the way you live.
Whether you’re preparing for retirement, managing irregular income from project-based work, or simply looking to make more intentional financial decisions, our role is to help support you at every step.
When you partner with Parkshore, you’re choosing a team that shows up with professionalism, personalized planning, and a genuine concern for your well-being. Our advisors hold designations including the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and Enrolled Agent (EA) credential. We bring financial planning, investment management, and tax strategy together to help support better decisions today and better outcomes tomorrow.
Working with Parkshore means:
Local Presence: With team members living and working here in Utah, we understand the community and the clients we serve.
Independent Advice: As a family-owned firm, we’re not affiliated with any brokerage or financial institution.
Fee-Only Service: Our compensation comes solely from our clients—no commissions, ever.
What Does “Fee-Only” Mean?
Being a fee-only financial planner means we are compensated exclusively by our clients—not through commissions, referral incentives, or product sales. This structure helps eliminate potential conflicts of interest and keeps our advice focused on your best interest.
We believe it’s the clearest way to help ensure transparency, objectivity, and trust in your financial relationship.
Virtual or In-Person—It’s Your Choice
We offer meetings in the format that works best for you:
Virtual (Zoom)
Easy to schedule, same personalized service.
In-Person
Available at our Lehi office by appointment.
Let’s talk about the future you want—and how to make it happen, one smart step at a time.
Explore Our Financial Planning & Investment Services
Searching for a “fee-only financial planner near me” in Lehi or nearby communities? We provide fiduciary, fee-only wealth management services designed to support every stage of your financial life. Services can include:
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Personalized planning always in your best interest.
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Strategies to help lower your tax bill and file correctly.
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A spending plan that reflects your priorities.
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Planning for income, legacy, and tax-efficient withdrawals.
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Investment planning grounded in research and designed for the long term.
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Custom portfolio design sensitive to your risk and return needs.
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Advice to help understand, time, and manage your equity compensation.
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Education and tools to promote lifelong financial wellness.
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A fresh perspective on your financial plan or investments.
How We Can Benefit You
Financial decisions can feel overwhelming, especially when you’re juggling competing priorities, navigating a major life change, or wondering whether you’re truly on track. That’s why we help clients address the challenges that matter most.
Whether you’re planning for retirement, building wealth during peak earning years, or navigating a business transition, our services can help you:
Make more confident financial decisions
Keep more of what you earn through tax strategies
Create a plan for retirement that aligns with your values
Invest with discipline and intention
Coordinate all parts of your financial life in one place
What Challenges Can We Help You Solve?
“I have a high income, but I’m not sure I’m saving enough.”
“I need help managing taxes and investments as a business owner.”
“I want a clear, unbiased second opinion on my portfolio.”
“I’m not sure if I can retire when I’d like to.”
We meet you where you are—and help you move forward with purpose.
The Expertise Behind Our Advice: CFP® and EA Certifications
At Parkshore, every advisor holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation—one of the most highly respected standards in financial planning. It means we’re trained in all areas of personal finance and committed to a fiduciary duty to always act in your best interest.
The Enrolled Agent (EA) credential is the highest designation awarded by the IRS. This allows us to represent clients in tax matters and provide deeper tax strategy and planning guidance.
These certifications represent our mission to deliver professional, ethical, and informed advice you can count on.
Locations We Serve from Our Lehi Office
We serve clients throughout Utah, including:
Draper
Alpine
Cedar Hills
Highland
How to Find Us in Lehi, UT
We are conveniently located across I-15 in the business park near Thanksgiving Point. Just minutes from local favorites like the Traverse Mountain Outlets, our Lehi office offers both accessibility and a sense of place within this growing and well-loved community.
Lehi Office:
3300 North Triumph Blvd., Suite 100
Lehi, UT 84043
(385) 250-1830
invest@parkshorewealth.com
Directions from Draper
Get on I-15 S from Pioneer Rd and E 12300 S.
Keep left to stay on I-15 S.
Take exit 283 for Triumph Blvd.
Merge onto S W Frontage Rd/S Thanksgiving Rd/S Thanksgiving Wy.
Turn left onto Triumph Blvd/Triumph Blvd Bridge.
We are on the right at 3300 North Triumph Blvd., Suite 100.
Directions from Alpine
Head east on W Center St toward S Main St.
Turn right at the 1st cross street onto S Main St.
At the traffic circle, take the 2nd exit onto UT-74 S/S Main St.
Turn right onto W 11000 N.
Keep right to continue on UT-92/Timpanogos Hwy Commuter Ln.
Turn left onto Triumph Blvd.
We are on the left at 3300 North Triumph Blvd., Suite 100.
Directions from Cedar Hills
Head south on Sage Rd W toward W Cedar Hills Dr.
Turn right onto W Cedar Hills Dr.
At the traffic circle, take the 2nd exit and stay on W Cedar Hills Dr.
Turn right onto N 4800 W/N County Blvd.
Use the left 2 lanes to turn left onto W 11000 N.
Keep right to continue on UT-92/Timpanogos Hwy Commuter Ln.
Turn left onto Triumph Blvd.
We are on the left at 3300 North Triumph Blvd., Suite 100.
Directions from Highland
Head west on W 10620 N toward N 5900 W St.
Turn right onto N 6000 W.
Turn left onto W 11000 N/S R-92.
Keep right to continue on UT-92/Timpanogos Hwy Commuter Ln.
Turn left onto Triumph Blvd.
We are on the left at 3300 North Triumph Blvd., Suite 100.
Frequently Asked Questions
We don’t just deliver a plan—we build lasting partnerships. We’re here to help, year after year. Have questions about what we can do for you? Here are some of our frequently asked questions.
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Yes. Parkshore Wealth is a fee-only fiduciary firm. Our advisors in Lehi are CERTIFIED FINANCIAL PLANNER® professionals, dedicated to acting in your best interest with objectivity and care.
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Absolutely. Many of our clients in the Lehi office are professionals in Utah’s thriving tech corridor. We understand the complexities of equity compensation, stock options, IPO planning, and career transitions in the tech space.
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You’ll find us at 3300 North Triumph Blvd., Suite 100 — just across I-15 from Thanksgiving Point and only minutes from the Traverse Mountain Outlets. It’s a convenient location whether you’re coming from work or home.
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We serve a wide range of clients, including business owners, physicians, and families planning for retirement. Many of our Utah clients are in growth-oriented careers and value thoughtful, long-term planning tailored to their lives.
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Yes, we provide financial planning for professionals in the commercial construction industry. Many of our clients face irregular income, complex project budgets, or limited time to focus on financial planning. We help simplify cash flow, create steady retirement savings plans, and support long-term business transitions.
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Whether you’re decades from retirement or just a few years away, we create personalized plans to help you retire on your terms—with clarity around income, taxes, healthcare, and legacy planning.
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The easiest way to begin is with a chat. It’s a no-pressure chance to learn more about how we work—and for us to get to know you.
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