Ready to work with a fiduciary, independent fee-only advisor?

Learn More Contact Us

Senior Wealth Planner

As Senior Wealth Planner at Utopia Wealth Management, Megan focuses on creating personalized financial plans for high-net-worth individuals and families. She...

Wealth Analyst

As Wealth Analyst at Utopia Wealth Management, Marisol's primary focus is client service and support. She plays a central role in enhancing the client experience by...