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Financial Advisors & Wealth Management in Salt Lake City

Comprehensive Wealth Management for Individuals, Families, Business Owners, and Nonprofits

At Summit Oak Advisors, we help clients navigate life's financial decisions through integrated wealth management, retirement planning, investment management, tax planning coordination, estate planning coordination, risk planning, and business planning. Our team works collaboratively to help clients become more educated, organized, and prepared.

Why Us?

Why Us?

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Our Services

Our Services

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Your Experience

Your Experience

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Meet the Team

Meet the Team

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Experienced Team. Personalized Guidance.

CFP® Professionals | AIF® Designations | CEPA® Expertise | 135+ Combined Years of Experience | 3,000+ Families Served

Craig Martucci

Craig Martucci, AIF®

Senior Managing Partner

Eddie C Barber Jr.

Eddie C Barber Jr.

Senior Managing Partner

Tyler Bolyard

Tyler Bolyard CEPA®, CPFA®

Managing Partner

Jeremy Wood

Jeremy Wood, AIF®

Managing Partner

Amy Babbel

Amy Babbel

Director of Advisory Services

Alec Perschon

Alec Perschon, AIF®

Financial Advisor

Donovan Martucci

Donovan Martucci, CFP®, AIF®

Financial Advisor

Jenica Daniels

Jenica Daniels

Client Relationship Manager

Lisa Thompson

Lisa Thompson

Operational Manager

Dominic Martucci

Dominic Martucci

Wealth Strategy Associate

Tia Bloom

Tia Bloom

Director of Marketing

David Bushman, CPA

David Bushman, CPA

CPA

Financial Guidance Tailored to Your Unique Needs

No two financial journeys are exactly alike. Whether you're planning for retirement, growing a business, managing generational wealth, or supporting a nonprofit organization, our team provides personalized guidance designed around your specific goals and challenges.

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Retirees & Pre Retirees

Helping individuals prepare for retirement income, Social Security decisions, healthcare costs, investment strategies, and long-term financial confidence.

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Business Owners

Supporting business owners with succession planning, retirement plans, tax-efficient strategies, risk management, and personal wealth planning.

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Professionals & Executives

Helping busy professionals navigate stock compensation, retirement savings, tax considerations, investment management, and financial decision-making.

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Families

Providing comprehensive planning designed to help families build, preserve, and transfer wealth while staying aligned with their values and goals.

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Nonprofits

Supporting nonprofit organizations with retirement plan services, fiduciary guidance, investment oversight, and organizational financial planning.

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Our Firm at a Glance

135+ Years

COMBINED EXPERIENCE

3000+

FAMILIES HELPED

FIDUCIARY

COMMITMENT

FEE-BASED

APPROACH

Frequently asked questions

A financial advisor helps individuals, families, and business owners make informed decisions about investments, retirement planning, tax-efficient strategies, risk management, estate planning, and long-term financial goals. The objective is to help create a coordinated financial strategy that supports both current needs and future aspirations.

A fiduciary is obligated to act in the best interest of their clients. This standard helps ensure advice and recommendations are focused on a client's goals, circumstances, and overall financial well-being.

Many people choose to work with a financial advisor during major life transitions, including retirement, selling a business, receiving an inheritance, changing jobs, approaching financial independence, or managing increasingly complex financial decisions.

Yes. Summit Oak Advisors works with retirees, pre-retirees, business owners, professionals, families, and nonprofit organizations seeking comprehensive financial guidance.

Our services include wealth management, retirement planning, estate planning coordination, risk planning, tax planning coordination, business, employer retirement, and nonprofit financial solutions.

The first step is typically a conversation focused on your goals, questions, and current financial situation. From there, we can determine whether a relationship with Summit Oak Advisors is the right fit for your needs.

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