The Peterson Wealth Difference
A team of 24 in Orem, Utah, built around one purpose: helping retirees turn a lifetime of savings into income that lasts.
Meet the Peterson Wealth Advisory Team
Our team is here for you, and your retirement, every step of the way.
Leadership
Scott M. Peterson, ChFC®
Founder & CEO
Jeffrey D. Lindsay, CFP®, CRPC
Partner & Senior Advisor
Alex P. Call, CFP®
Partner & Senior Advisor
Daniel M. Ruske, CFP®
Partner & Senior Advisor
Carson Johnson, MS®, CFP®, CRPC™, NSSA™
Partner & Senior Advisor
Alek Johnson, CFP®
Partner & Senior Advisor
Tyler Minson
Partner & Operations Manager
Advisors
Client service & operations
At Peterson Wealth, we do one thing:
…manage wealth for retirees so they have the income they need for the rest of their lives. We’ve been helping people like you achieve fulfilling retirements for 40 years, and no one does it better than we do.
But there’s more to Peterson than unmatched expertise.
A 2-minute introduction of Peterson Wealth Advisors from our founder.
Within just a few minutes of your first conversation, you’ll feel it.
Peterson is a place where you truly belong. Why? Because we share your values – honesty, transparency, hard work, and a genuine care for the people around us. Every one of us is committed to helping good people achieve fulfilling retirements. That starts with the Perennial Income Model™, but it doesn’t end there. At Peterson Wealth, you’ll also experience:
Sales-free, no-pressure, objective guidance. We’re fee-only financial planners and we don’t sell products. It’s just not how we work.
Comprehensive retirement support that covers all the complex logistics of Medicare, Social Security, tax planning, estate planning, and more.
Purpose-driven planning. We regularly help clients plan for charitable giving and Senior Missions.
Team-based service. You have a whole team assigned to you, ensuring seamless continuity of service and always-on access to an advisor who knows you and your goals.
The Peterson Wealth Story
40 Years of Retirement Planning
Scott Peterson founded Peterson Wealth just after graduating from Brigham Young University and beginning his career. He believed even then that every family should have the objective guidance required to live out their retirement without worrying about their savings running out.
Today, Peterson Wealth has a team of 24, including 9 CFP® professionals, managing $829.7 million across 1,988 accounts.
Fee-only, fiduciary pros
As fiduciaries, we’re legally and ethically bound to our clients’ best interests. This shouldn’t set us apart, but it does.
Our team’s commitment to fiduciary standards puts us amongst only 29% of advisors. But our narrowed focus on retirement income, taxes, and charitable giving makes us one of a kind.
As independent, fee-only, CFP® Professionals, we set ourselves apart further. With us, there’s total cost transparency and zero commissions. We do all we can to eliminate hidden agendas so our best interests are always aligned with yours.
Ready for a conversation?
Schedule a call with one of our financial advisors.