Park City Wealth Advisors

Morgan is a top-rate wealth advisor because she forms the right advisor/professional team to ensure her clients receive value-added, timely advice and service, no matter the fact pattern presented. For example, Morgan understands how critical, proper up-front tax structuring is to entrepreneurs and investors, to ensure her clients make the most of the statutory tax benefits during operation, and upon liquidation, that Congress has enacted to spur US investment and innovation. -Eric Evans, CPA, Salt Lake City, UT.
Dec 9th, 2022

Morgan and team are phenomenal professionals. It has been wonderful working with them thus far and I look forward to the years to come. I had close to no real idea what I was doing and the help they provided has been an absolute gamechanger for myself and my family. Make contact with them today.
Dec 1st, 2022

Morgan and her team are dedicated professionals who have provided the best financial planning services I have found to date. I am also a professional in the personal finance industry and have been managing my own portfolio for decades. Morgan's knowledge, thoughtful approach, and genuine care for her clients' success made me want to level-up my team and become a client. I look forward to a long and successful partnership with her firm.
Nov 10th, 2022

Morgan has been incredible to work with and I strongly recommend Park City Wealth Advisors. Morgan's knowledge and attention to detail have been excellent and I have been impressed with the quality of service. I look forward to working with Morgan and her team for years to come.
Nov 4th, 2022