We are independent comprehensive financial advisors serving Utah, and the surrounding areas. We strive to become your trusted advisor, to sit on the same side of the table and assist you in achieving your goals and dreams.
We consider all aspects of your finances to help develop a plan thats right for you. We are experienced in the areas of wealth management, estate planning, wealth transfer, insurance, and business succession planning.
The optimal financial plan is different for each individual investor. Our team of specialists will take the time to listen to you, understand your goals, present solutions, and deliver exceptional care and attention. Come, experience the difference.
Knox Capital is a proud member of M Financial Group. When you engage our team you get local service with national resources. We take pride in our in-force policy management.
We help businesses provide added benefits to their employees while reducing their tax burden. Whether you have an existing plan or are looking to set up a qualified or non-qualified plan, let us show you your options.
We help successful business owners who are looking to sell their company with planning and transfer techniques. We utilize strategies to mitigate or defer tax liabilities. Our goal is to help you retain as much value from the sale as possible.