Wealth Coordination Partners is an independent, fee-only financial planning and investment management firm based in Utah. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their core philosophy is to serve as a "Personal CFO," coordinating all aspects of a client's financial life, including investments, retirement planning, estate planning, tax strategies, and insurance. The firm was founded to provide objective, conflict-free advice by avoiding commission-based products and focusing on a collaborative, long-term relationship with clients.

Founded in

United States