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We partner with our clients to define and achieve their
financial and retirement goals...

while giving them more time to spend on what matters
most to them and providing them peace of mind
with their financial future

MAKE AN
APPOINTMENT

OUR PROCESS

We leave no stone unturned in completing your entire financial picture so we can make the best decisions for your present and future.

OUR SERVICES

Everything from planning for your retirement to your retirement itself, we are here to help our clients take care of their entire financial picture.

NEWS

We are passionate about what we do and love to share whenever we get the chance. Check out our recent posts here.

Fee-Only Financial Advisor in Riverton, UT

HOW IT STARTED…

Bybee Wealth Management was founded to better serve our clients and give them the best chance at achieving their goals. We got sick of other companies turning clients away because they didn’t meet their ‘sales’ criteria. We believe that everyone deserves access to quality financial advice no matter where you are at on your financial journey. We developed a superb process that lets our clients know where they stand at all times in regards to their financial picture.

We are here to partner with our clients to help them make the best decisions for where they are at in life. This partnership allows us to give our clients peace of mind and more time for them to spend on what matters most to them in life. We take on the stress and hard work of taking care of our clients’ financial health and let them live their life on their terms.

OUR PHILOSOPHY…

We believe that everyone should have access to a qualified and trusted financial advisor. Because of this, we do not have any minimums in order to gain access to our expertise and services. We also believe in providing the highest standard of service to our clients. Our clients rely on us to take care of their entire financial picture and we take that very seriously. We are passionate about the services we offer and are excellent at what we do.

We are fee-only financial advisors meaning that we do not work on or accept commissions of any kind. This allows us to remain completely objective with our clients and not have our advice tainted by a sales quota. We are fiduciary financial advisors and always act in our clients’ best interest. At Bybee Wealth Management, we believe in holistic and comprehensive financial planning. We leave no stone or leaf unturned in our pursuit to provide the highest level of planning to our clients.

SERVICES

Every person and family is unique and requires customized planning for their situation. We do not believe that there is a one-size-fits-all strategy for taking care of your financial health. We get to know each of our clients on an intimate level to understand where they came from, where they are now and where they want to get to. We then create a plan and strategy to get them where they want to go.

Our services are very comprehensive to cover every piece of our clients’ financial puzzles. Click ‘Learn More’ to get a detailed explanation of each of our services or click ‘Make an Appointment’ to start your path towards taking control of your financial future!

RETIREMENT PLANNING

Retirement planning involves a lot of different factors and events. First, we define what your retirement lifestyle looks like. Will you be moving out of state? How active do you plan on being? Will you be traveling? How often? How much income do you need each year in retirement? When should you take social security? When do you need to apply for medicare?

These are just a small sample of the questions that you need to answer while planning for retirement. We will help you answer all the questions pertaining to your retirement and help you plan for all the different scenarios life throws at us up to and through retirement.

INVESTMENT MANAGEMENT

Most people do not go to school and get a degree on managing their investments. They do not even get information on how to invest in their employer retirement plans. How should you invest your hard-earned money? How much do you need to invest to reach your goals? Where do you even begin to know what investments to choose from? How do you allocate and diversify your investments to grow in good markets and receive protection in down markets?

We have been to school for finance and investments as well as passed our licensing exams. We have the answers to your investing questions and will guide you through the investing process. You work hard for your money, let us make your money work for you.

INCOME TAX PLANNING

One area that can make a big difference in your financial success is planning and strategizing when it comes to your personal income tax. A lot of people focus on growing their assets as big as they can for retirement so they will have as much income as possible. What they dismiss is that Uncle Sam is going to do everything he can to get his piece of their hard-earned money.

We look at our clients’ current and future tax scenarios and will utilize strategies to reduce their taxes during every life stage. The last thing that you want during your retirement is for taxes to eat into your planned retirement income. Let us help you with income tax planning so you can keep more of your hard-earned money.

RISK MANAGEMENT

Life can really throw a lot of twists and turns at you. Making sure you are protected for those twists and turns is vital to your financial health. We run a risk management analysis on each of our clients to see where they have gaps in their coverage. This analysis tells our clients where they need to increase protection and even where they could decrease coverage if applicable.

We continue to run this risk management analysis every time we meet with our clients. Where you are at in life will change and your coverage should change with that.

ESTATE PLANNING

Estate planning can be the most important planning that our clients complete. We want to make sure that our clients’ assets are directed according to their wishes and desires in the event of their untimely demise or at the end of their productive lives. Estate planning allows our clients to have peace of mind so they don’t have to worry about what will happen to their assets as they have the proper documents in place.

We also make sure clients have the proper documents in place in case of an emergency where they will need to have decisions made on their behalf. Providing our clients the tools and resources they will need in every situation gives them peace of mind and helps them worry less about the unknown future.

EDUCATION PLANNING

Education expenses can be costly to your overall financial plan if not accounted for. Being prepared for these expenses will put less stress on you and on your overall plan. We run through the many options available for our clients to best plan for these future expenses and help them pick the best strategy for them.

BUSINESS OWNERS

Business owners and entrepreneurs are very busy running and growing their businesses. This leaves little time to take care of the smaller but critical parts of their financial health. We step in to partner with business owners to give them more time to run their businesses while we take care of their financial health. As business owners, you have and continue to put everything you have into your businesses and services. This is what you are excellent at. Let us do what we are are excellent at and take care of everything else for you.

Business owners have some great planning strategies that are only available to them. We will get to know you and your business and then create a customized strategy that will help you take control of your financial future.

OUR PROCESS

  • DEFINE

    The first step in our process involves talking about and defining your goals for the future. This also allows us to talk to our clients about their retirement lifestyle instead of just how much income they will need during that time. We define our clients’ short-term, mid-term and long-term goals and what it will take to give them the best chance at achieving each of their goals.

  • PLAN

    The next step we take our clients through is the planning stage. Each of our clients have a comprehensive and holistic financial plan. This plan is our blueprint towards the future and lays out where we currently are and where we ultimately want to be. This is also a living plan. What this means is that we will continually refer back to, review and update this plan moving forward.

  • OPTIMIZE

    Our third step in our process involves developing and implementing strategies to optimize our clients’ assets. Our plan tells us where we ultimately want to get to. Based on where we ultimately want to be, we develop unique and customized strategies for each of our clients that will best help them reach their goals.

  • REVIEW

    The fourth step is one of the most important steps in our process. We meet with our clients at least twice a year to review and update their financial plan and financial health. The review step allows us to make sure our clients are still on track to meet their goals and to see if anything has changed on their financial landscape. Our clients can meet with us as much as they need to, but the review step makes sure we are getting together at least twice a year.

  • LIVE!

    Our final step in our continual process is simple: Live! Our number one priority is giving our clients peace of mind. We take on the hard work and stress of securing our clients’ financial future and let them go and do what they do best, living. We give our clients time to spend on what matters most to them in life while being there for them when they need us.

BLOG & RECENT NEWS

2022 Financial Moves

Five Financial Moves to Make in 2022

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Optimizing Your Business to Maximize Wealth and Minimize Taxes

Creating and building a business that can scale and succeed is a big job. Often, everything comes back to you, and you wear a lot of hats. But how do you grow your personal wealth alongside that of the business? While the necessity is often…

December Market Commentary: In at the Finish

December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some concern that the Federal Reserve intended to continue a “dovish” stance towards inflation, allowing…

Devoted to

PROVIDING PEACE OF MIND & MORE TIME FOR YOU

Our ultimate mission at Bybee Wealth Management is to give our clients peace of mind and time. We want our clients to have the best sleep of their lives and not worry about what is happening with their financial health. We take on the stress and work of taking caring of your financial health so you can focus on everything in life that matters most to you. We are your partners to help you achieve your goals.

TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY!