Logan, Utah
A fee-only financial advisor, based in Cache Valley.
Adams Wealth Advisors is a Logan-based, fee-only firm that manages portfolios in-house. Local knowledge, real planning depth, and a team that’s here in the valley with you.
What we hear from Cache Valley families
- You want an advisor who’s actually in Logan, not a call center or a name in Salt Lake.
- You’d rather work with a fiduciary, fee-only firm than a commission-driven one.
- Your situation has real complexity: a business, land, equity comp, or a pension.
- You want portfolio management and planning under one roof.
What we plan around
Fee-only and fiduciary
We’re paid by you, not by products. That keeps the advice aligned with your goals.
In-house portfolio management
The people building your portfolio are here in the valley and accountable to you.
Comprehensive planning
Retirement, tax, estate, and investment planning in one coordinated Adams Wealth Plan.
Two offices, one team
Logan and St. George, with the same team-based approach in both.
The Adams Wealth Plan™
A disciplined process, built around you.
Planning isn’t a one-time event. It’s an ongoing relationship that adapts as your life and the markets change. Explore each step below.
Why Cache Valley families work with us
We’re a Cache Valley firm that manages money in-house and knows the local landscape, from USU and SDL to the ranch families in the western valley. That combination of local roots and planning depth is hard to find in one place.
Good fortune is what happens when opportunity meets with planning.
Let’s talk, here in Logan.
Schedule a no-obligation conversation with a local, fee-only advisor. Or get a second opinion on your current portfolio first.