After months of thoughtful planning, we are excited to launch our new independent planning and wealth management firm – Walker Covey Wealth Advisors. Our dedication to our clients and wanting to offer them the very best in financial strategies drove us to seek new opportunities, and ultimately toward our choice to start our own firm. Our continued mission is to help you navigate your financial journey, and we will still be with you every step of the way.
We are proud to be working with LPL Financial, the largest partner to independent advisors in the country.* LPL is closely aligned with our vision of continued service for our clients. We are now able to leverage the operational support of their team.
Building trust with our clients is of monumental importance to us. We will work hard to make this transition as smooth as possible for you, and continue to build on the trust you have in us to guide your life’s financial decisions.
We will be contacting you soon, but please feel free to tour our new website or contact us to schedule a call or a meeting at our office in Orem. We look forward to speaking with you to answer any questions you may have.
Walker Covey Wealth Advisors
Andy Walker, Christian Covey, Becca McEntire, & Team
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.