Salt Lake City · Richfield · Virtual across the United States*

Utah financial advisors for business owners, retirees and families

We help you see your whole financial picture in one place, then build a plan you can follow. Retirement income, taxes, investments and your estate, working together.

Virtual or in person. No prep, no obligation.

Retiring soonTurn your savings into a steady paycheckRetirement income planning → Own a businessPlan the exit, the handoff and what comes nextBusiness owner planning → Planning for familyPass on what you’ve built without the confusionEstate and legacy planning →
55+ years
of combined experience
$1B
in client assets as an advisory team
2 offices
Salt Lake City and Richfield
1 process
Four steps, from the book UNSPLODE
Our services

One plan that connects your income, taxes, investments and estate

Most people come to us with pieces: a 401(k) here, a business there, a will from years ago. We put the pieces together into one plan and keep it current as your life changes.

Retirement income and life transitions

A clear plan for where your income will come from, with taxes and Social Security timing built in.

Learn more →

Business owner and liquidity planning

Succession, buy-sell agreements, cash reserves and a plan for life after the sale.

Learn more →

Legacy, estate and family planning

Estate planning coordinated with your attorney, plus family meetings and a plan for the next generation.

Learn more →

Also: Tax strategy · Portfolio management · Executive financial planning

How we work

Clarity creates momentum. Here’s the route.

See the full planning process
1
Define Your Why

We start with what your money is for: the life, the people and the freedom it needs to make possible.

2
Take Inventory

We gather your whole financial picture into one clear snapshot: net worth, cash flow, taxes, protection and estate.

3
Plan with Purpose

One written plan: protection first, taxes and investments aligned, your CPA and attorney in the loop.

4
Adjust with Intention

We put the plan to work and revisit it with you as markets, tax law and life change.

Our team

Every plan is built by people first

Meet the whole team
Trevor Hanson, Founder, President, Author and Wealth Advisor at ApexFlow Wealth Management in Salt Lake CityTrevor HansonFounder, Author and Wealth Advisor · Salt Lake City Jaden Gurney, Founder, President and Wealth Advisor at ApexFlow Wealth Management in Richfield, UtahJaden GurneyFounder and Wealth Advisor · Richfield Katie King, Founder, Senior Vice President and Wealth Advisor at ApexFlow Wealth Management in Salt Lake CityKatie KingFounder and Wealth Advisor · Salt Lake City Samuel Preine, Wealth Advisor at ApexFlow Wealth Management in Salt Lake CitySamuel PreineWealth Advisor · Salt Lake City Elisa Meacham, Client Service Associate at ApexFlow Wealth Management in Richfield, UtahElisa MeachamClient Service · Richfield

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Resources

Plain answers to Utah money questions

Browse all articles
TaxDoes Utah tax retirement income?Social Security, pensions and 401(k)s in 2026.Read the article → TaxRoth conversions before RMDsMaking the most of the gap years.Read the article → Market updateAugust 2026 market updateLeadership shifts as fundamentals hold.Read the update →
Good to know

Questions people ask before they call

Where is ApexFlow located?

We have two Utah offices: 1371 E 2100 S, Suite 100 in Salt Lake City, and 65 W Center St, Suite B in Richfield. We also meet by video with clients across the United States*.

What happens on a 20-Minute Fit Call?

It’s a relaxed conversation, not a sales pitch. You tell us what’s on your mind, we ask a few questions and answer yours, and we both decide whether it makes sense to keep talking. There’s nothing to prepare.

Who do you work with?

Mostly business owners, people within about ten years of retirement, and families planning for the next generation. If we’re not the right fit, we’ll say so and point you somewhere that is.

Can we work together if I’m not near Salt Lake City or Richfield?

Yes. Many of our clients meet with us by video, and we can work with clients in any state where our advisors are registered.

What if I already have an advisor?

Many people who call us do. Think of the Fit Call as a second opinion with no obligation. If your current plan is sound, we will say so. If something is missing, you will know exactly what to ask for, whether you stay where you are or decide to work with us.

Let’s map your next ascent together

Book your 20-Minute Fit Call

Tell us a little about yourself below and we’ll reach out to set a time. On the call we’ll learn about your goals, answer your questions and tell you what working together would look like. If we’re not the right fit, we’ll point you in the right direction.

    Salt Lake City
    1371 E 2100 S, Suite 100
    Trevor Hanson, Katie King, Samuel Preine
    385-606-0358
    Richfield and central Utah
    65 W Center St, Suite B
    Jaden Gurney
    435-893-6151

    Virtual or in person · No prep needed · No obligation

    Book a Fit Call Call