Build a financial life that feels like yours.
Fee-only financial planning and investment management. Rooted in Utah. Built around you.
Who we serve
Advice that understands your world.
Your career shapes your financial decisions. We help connect the details of your working life with your personal goals.
Schedule an introductory conversation →Medical professionals
From training to an established practice, your financial life can change quickly. We help you sort through student debt, employer benefits, changing income, retirement savings, and family goals.
Small business owners
Personal and business finances often overlap. We help organize cash flow, evaluate retirement savings options, and plan for life beyond the business. We can coordinate with your tax and legal professionals.
Utah state employees
We help you consider your applicable Utah Retirement Systems benefits alongside personal savings, household goals, and a retirement timeline. The right questions depend on your system, tier, service history, and family needs.
Federal employees
We help you consider how your applicable pension, Thrift Savings Plan, Social Security, and insurance benefits fit together. Whether retirement is years away or approaching, we focus on the decisions relevant to your circumstances.
Don't see your profession here?
We also work with people who value a personal, comprehensive approach. An introductory conversation is the easiest way to see whether we're a good fit.
Bybee Wealth Management is an independent firm and is not affiliated with URS, the federal government, or the Thrift Savings Plan.
Your next chapter starts with a conversation
Let's find your path forward.
No need to have everything figured out. Bring your questions, your goals, and whatever is on your mind.
Schedule an introductory conversation →Based in Utah. Meeting virtually.