Advisory services offered through Peterson Wealth Advisors, an SEC Registered Investment Advisor Scott M. Peterson, Jeffrey D. Lindsay, and Mark P. Whitaker Investment Advisor Representatives. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
360 West 920 North
Orem, UT 84057
We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise.