Financial decisions shape more than your bank balance—they influence your well-being and direction in life. As a Logan, UT fee-only financial advisor, we help bring structure, clarity, and purpose to your finances. We work with individuals and families from Brigham City, UT, to Preston, ID, including the Cache Valley cities of Hyde Park, North Logan, Nibley, Providence, Smithfield, and Hyrum.
Our team is made up of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and an Enrolled Agent (EA)—meaning we’re trained in the full spectrum of personal finance, from investment strategy to long-range tax optimization. We offer comprehensive financial guidance designed to meet you where you are and help you move forward with confidence.
Let’s talk about the future you want—and how to get there.
What it means to work with Parkshore:
Locally Rooted: Our team includes advisors who live and work in Utah. We know the community and care about the people in it.
Independent Guidance: We’re a family-owned firm, not affiliated with any brokerage or national institution.
Fee-Only & Fiduciary: We’re compensated only by our clients—never through commissions or product sales—and act in your best interest.
Why “Fee-Only” and “Fiduciary” Matter
As a fee-only financial advisor in Logan, we’re paid solely by our clients, not through commissions, product sales, or referral fees. As fiduciaries, we’re legally obligated to put clients’ interests first.
This model supports objective, personalized advice built on trust and transparency.
Flexible Meeting Options—Virtual or In-Person in Logan
We offer meetings in the format that works best for you:
Virtual (Zoom)
Convenient, flexible, and just as personalized as in-person meetings
In-Person
Available at our Logan office by appointment
If you’re searching for a fiduciary financial advisor near Logan, our team provides objective advice tailored to your life stage and goals.
Services Offered in Logan, UT
We provide personalized, fee-only financial planning to help individuals and families in Logan, UT, pursue their long-term goals.
Whether you’re a Utah State University professor navigating multiple retirement plans, a healthcare professional managing a demanding schedule, or a local business owner planning for growth, our fee-only financial planning services are designed to meet the needs of professionals and families in the Logan area.
Our services include:
-
Comprehensive guidance tailored to your goals and dreams.
-
Proactive strategies to help minimize taxes and avoid surprises.
-
Know where your money is going and how to make it work for you.
-
Prepare for retirement while addressing taxes and future legacy needs.
-
A long-term investment strategy grounded in evidence, not guesswork.
-
A customized investment mix aligned with your goals and risk tolerance.
-
Guidance to help you make equity compensation work for you.
-
Access to education and support to increase your financial confidence.
-
An objective review of your current plan—no pressure, just perspective.
The Value of Working with Parkshore
We help Logan professionals—from faculty and healthcare staff to contractors and business owners—bring structure, strategy, and peace of mind to their financial lives.
Whether you’re managing seasonal income, balancing multiple retirement plans, or simply trying to feel more in control of your money, we’re here to help you:
Turn financial uncertainty into a plan you can feel confident about
Optimize your tax picture, especially if your income fluctuates or includes bonuses, RSUs, or self-employment
Coordinate workplace benefits, pensions, and outside savings into one cohesive retirement strategy
Invest with discipline using a research-driven approach
Prepare for transitions like selling a business, changing careers, or nearing retirement
Free up mental space by aligning all the moving parts of your financial life
Common Concerns We Help Clients Solve
“I have a solid salary, but I’m not sure if my 403(b) and other retirement plans are working together the way they should.”
“My income changes from project to project—how do I plan around that?”
“I’m juggling stock options, benefits, and taxes, and it’s getting complicated.”
“We own a small business, but we haven’t taken the time to plan for our own future.”
“I’m nearing retirement, but I’m not sure if I can afford to step away.”
Wherever you’re starting from, we help bring clarity to the decisions that matter.
Our Professional Standards: The CFP® and EA Certifications
At Parkshore, every advisor holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation—widely recognized as the gold standard in financial planning. This reflects our training across all areas of personal finance and our commitment to a fiduciary standard: always putting your interests first.
In addition, one of our team members has the Enrolled Agent (EA) credential, the highest credential awarded by the IRS. This qualification allows us to represent clients in tax matters and offer deep insight into complex tax strategies.
We view these credentials not as boxes to check, but as part of our deeper mission: to deliver advice that’s professional, ethical, and aligned with your financial life.
Locations We Serve from Our Logan Office
As a fee-only financial advisor located in Logan, UT, we help clients plan, invest, and make financial decisions with confidence.
Meeting in person and virtually, our Logan office proudly serves individuals and families from Brigham City, UT, to Preston, ID, and points in between.
We serve clients throughout Cache Valley, including:
Hyrum
Nibley
Providence
Hyde Park
Smithfield
HOW TO FIND US IN LOGAN, UT
We are conveniently located in the heart of downtown Logan, just across the street from Logan High School and only minutes from Utah State University. Surrounded by local favorites like the historic downtown district, our office is easy to access and well-situated within this vibrant Cache Valley community.
Directions from Hyrum
Head east on East Main St toward S 200 E.
Turn left onto UT-165 N/N 800 E.
Continue onto S Main St.
Turn left onto W 200 S.
Our office is on the right at 196 South 100 West, Suite 107.
Directions from Nibley
Head north on Main St/Nibley Rd toward W 3200 S.
Turn left onto W 200 S.
Our office is on the right at 196 South 100 West, Suite 107.
Directions from Providence
Head west on E 100 S toward S Main St.
Turn right at the 2nd cross street onto 100 W.
Turn left at the 2nd cross street onto W 100 N.
At the traffic circle, take the 2nd exit and stay on W 100 N.
Continue onto E 1200 S.
Turn right onto S Main St/Nibley Rd.
Turn left onto W 200 S.
Our office is on the right at 196 South 100 West, Suite 107.
Directions from Hyde Park
Head west on E Center St toward S Main St.
Continue onto W Hyde Park Ln.
Turn left onto US-91 S/Main St.
Turn right onto W 200 S.
Our office is on the right at 196 South 100 West, Suite 107.
Frequently Asked Questions
We don’t just deliver a financial plan—we build lasting relationships. Many of our clients work with us year after year as life, career, and goals evolve. Here are a few of the most common questions we hear from people in and around Logan.
-
Yes. Parkshore Wealth is a fee-only fiduciary firm. Our Logan-based advisors are CERTIFIED FINANCIAL PLANNER® professionals, dedicated to providing objective advice that puts your best interests first.
-
Absolutely. We understand the financial planning needs of university professionals, from coordinating 403(b) and 457 plans to planning around research grants, sabbaticals, and career transitions.
-
We’re located at 196 South 100 West, Suite 107, just across from Logan High School and minutes from downtown and the USU campus.
-
We work with a range of individuals and families—including medical professionals, contractors, and small business owners—who want thoughtful, comprehensive financial planning and long-term support.
-
A fee-only advisor near you offers both personalized guidance and local understanding. In Logan, we work with couples and individuals who value trusted, objective financial advice, with the added benefit of being available virtually or for in-person conversations when needed.
-
At Parkshore, we charge our ongoing wealth management clients based on assets under management (AUM). As a fee-only firm, we’re compensated solely by our clients—never through commissions or product sales. This structure supports objective advice and long-term alignment. We’re happy to walk you through our pricing during a complimentary discovery call.
-
A great first step is a no-pressure discovery call. It’s a chance for us to learn about your goals and for you to get a feel for how we work.
Articles to Support Your Financial Life
Explore tips, insights, and strategies for making great financial decisions.
Our Blog
How to Get Started
Ready to talk to a local fiduciary advisor in Logan?
Schedule your free 15-minute chat today.