Financial Planning in Northern Utah and Across the United States

Liberty Point Financial provides personalized financial planning, retirement planning, and investment management for individuals and families in Northern Utah and across the United States through virtual meetings.

Based in Syracuse, Utah, we offer convenient virtual meetings and in-person appointments when available.

Schedule a Complimentary Consultation

Financial Advisor Serving Northern Utah

We serve individuals and families throughout Northern Utah, including communities across Davis County, Weber County, Box Elder County, Cache County, and Morgan County.

Davis County

Syracuse, West Point, Clinton, Clearfield, Sunset, Layton, South Weber, Kaysville, Fruit Heights, Farmington, Centerville, West Bountiful, Bountiful, Woods Cross, and North Salt Lake.

Liberty Point Financial is based in Syracuse. Learn more about our [financial planning and investment-management services in Syracuse, Utah].

Weber County

Ogden, Roy, West Haven, Hooper, Riverdale, Washington Terrace, South Ogden, North Ogden, Harrisville, Farr West, Plain City, Pleasant View, Huntsville, Marriott-Slaterville, and Uintah.

Box Elder County

Brigham City, Perry, Willard, Tremonton, Garland, Bear River City, Corinne, Honeyville, Mantua, Elwood, Fielding, and surrounding communities.

Cache County

Logan, North Logan, Providence, Smithfield, Hyde Park, Hyrum, Nibley, Mendon, Millville, Richmond, River Heights, Wellsville, Lewiston, Newton, Paradise, and surrounding Cache Valley communities.

Morgan County

Morgan, Mountain Green, and surrounding communities.

Virtual Financial Planning Nationwide

Your financial advisor does not necessarily need to live down the street.

Liberty Point Financial offers virtual financial planning and investment-management services to clients throughout the United States. Virtual meetings allow you to receive personalized financial guidance from your home, workplace, or another convenient location.

Availability of advisory services is subject to applicable state registration requirements.

How We Help

Our services may include:

• Comprehensive financial planning

• Retirement planning

• Investment management

• 401(k) and IRA rollover guidance

• Retirement-income planning

• Roth conversion planning

• Social Security planning

• Tax-aware financial planning

Flexible Meeting Options

Virtual Meetings

Meet securely through Google Meet from nearly anywhere.

In-Person Meetings

In-person appointments may be available throughout Northern Utah by request.

Schedule a Complimentary Consultation

Whether you live in Northern Utah or elsewhere in the United States, we can discuss your financial goals, answer your questions, and determine whether Liberty Point Financial may be a good fit for your needs.

Schedule a Complimentary Consultation