First Western Advisors

First Western Advisors is a leading wealth management firm based in Salt Lake City, Utah, dedicated to providing comprehensive financial planning and investment management services to business owners, corporate executives, and individuals across the United States. With over 40 years of experience, First Western Advisors, affiliated with Raymond James, combines deep financial expertise with a personalized approach to help clients build wealth, plan for retirement, and achieve their long-term goals. The firm distinguishes itself through its commitment to disciplined action, strategic thinking, and strong client relationships. Leveraging the resources of Raymond James, First Western Advisors offers a full suite of services including portfolio management, retirement planning, estate planning, and education planning. The firm’s team of experienced advisors focuses on delivering tailored solutions and fostering trust with clients, ensuring they have the guidance and support needed to navigate the complexities of their financial lives. First Western Advisors’ commitment to intergenerational wealth transfer and behavioral finance further solidifies its position as a trusted partner in securing a prosperous future for its clients and their families. Operating with a dual presence in Holladay and Ogden, Utah, First Western Advisors continues to serve a diverse clientele with a focus on delivering exceptional service and achieving lasting financial success.