Park City Wealth Advisors - Park City, Utah

Tim & Lisa Mulks

Morgan and her team at Park City Wealth Advisors are top notch! I could not ask for a better team. They truly make me feel like I am their most important client! I highly recommend their services to plan for your future!

Qasim Butt

Morgan and team provide such good service and transparency.
Can always reach out to them with questions. We get regular updates and strategy sessions.

She definitely goes beyond the standard financial planner/advisor.

The Moab Pearl

Morgan and her team offer her a comprehensive approach to Wealth management. More than just investing your retirement savings they offer tax advice, real estate management, and have given us confidence that we will be financially secure for years to come.

Dave Moore

Morgan at Park City Wealth Advisors is nothing short of exceptional. Her holistic approach to wealth management encompasses the entire family, providing a level of care and attention that sets her apart in the industry.

From the outset, Morgan demonstrated a deep understanding of our family's dynamics and financial aspirations. She didn't just address individual concerns; she took the time to consider our collective goals, ensuring that her guidance would benefit every member of our household.

What truly impressed us was Morgan's ability to simplify the complexities of our financial situation while offering clarity and direction. She didn't just provide solutions; she empowered us with knowledge, helping us to understand the intricacies of various financial instruments and strategies.

Moreover, Morgan's holistic view extended beyond traditional wealth management. She uncovered opportunities and resources that we hadn't even considered, enriching our financial journey in ways we never thought possible.

Thanks to Morgan's guidance, our family now has a comprehensive plan that aligns with our values and aspirations. We feel confident in our financial future, knowing that Morgan's expertise and care are guiding us every step of the way.

If you're seeking a wealth advisor who not only simplifies and clarifies but also takes a holistic approach to your family's financial well-being, Morgan at Park City Wealth Advisors is the perfect choice. She's more than an advisor; she's a trusted partner on your journey to financial success.

Scott Kellett

Morgan and her team at Park City Wealth Advisors are absolutely amazing to work with. In all my interactions with Morgan it is evident she possesses an unparalleled depth of knowledge in wealth management. Her strategic insights and ability to craft customized financial solutions for her clients has been game-changing for me. She strives to understand her client's individual goals and circumstances, ensuring that each recommendation is tailor-made to fit their needs.

PETER BENDL

Working with Morgan and her team has been nothing but a pleasure. Park City Wealth Advisors is a terrific asset to all of our estate planning needs. They accomplish tax strategies with our investment accounts we never would have come across on our own! Thanks to them, we know our finances are in good hands. Thank you!

Ryan Brazzell

We love working with Morgan and her team. It's not just about the exceptional work they do; it's the personal touch Morgan adds that makes all the difference. It's rare to find such passion and commitment in today's business world.

Keep up the amazing work!

Kasey Ring

Morgan and her team are dedicated professionals who have provided the best financial planning services I have found to date. I am also a professional in the personal finance industry and have been managing my own portfolio for decades. Morgan's knowledge, thoughtful approach, and genuine care for her clients' success made me want to level-up my team and become a client. I look forward to a long and successful partnership with her firm.