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Draper, UT

Meet Our Advisory Team

272 East 12200 South, Suite 100, Draper, UT, 84020, USA

Our Draper-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving a diverse range of clients, including business owners and entrepreneurs, as well as physicians and other practitioners throughout the Salt Lake City area. We are also proud to serve women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you’re searching for a financial advisor in Draper, UT, our team is ready to support you and your financial goals.

(801) 501-0302

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

Tiffany Bodell and the Beacon Pointe staff are top notch! I have been with Tiffany and the firm for many years and appreciate their personalized approach. They are consummate professionals and have gone above and beyond in advising and assisting me with thoughtful financial planning strategies. I have referred and will continue to sing their praises to my colleagues and friends. Thank you!

Beacon Pointe Advisors are amazing to work with! John and Tiffany listen and genuinely care for their clients. Tiffany is very knowledgeable, dynamic and personable. I highly recommend working with Tiffany and Beacon Pointe Advisors. I am so thankful being their client!

We have been working with the Salt Lake City UT team at Beacon Pointe for almost 8 years. John, Tiffany & Ian are our trusted partners with our financial planning & investments. We are both retired now & enjoying the benefits of the planning with our advisors we did during our working years to set the strategies in place for our future. Beacon Pointe provides frequent client webinars which are very informative regarding market & investment advice. We couldn’t be happier with our team!

John Martindale and his team have been our financial advisors for over fifteen years. They have always been responsive to our needs and concerns. They have always been by our side and walked us through times when the market and economy have struggled. We meet with them at least yearly and most years more than once to twice to discuss and review our investment plans. When the team sees something in the market that affects us they always contact us to discuss the issues and to determine a solution to the problem. Their knowledge and expertise have been evident as we attempt to move our investments to adjust the risk to our portfolio as we mature and look forward to retirement and beyond.

[Tiffany] is extremely personable, very knowledgeable, and makes herself available to you. Her advice is top notch and she is a powerhouse at what she does. I refer her to all my fellow clients and investors, and I promise you she will not disappoint. 5 stars!

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Our Draper Advisory Team

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We are here to be a partner with you on your personal wealth journey. Please contact our Draper team if we can be of service.