Integrity. Discipline. Commitment. Driven to help you pursue your goals
These are dynamic times. You face opportunities and challenges at each stage of life: starting a family, buying a dream home, transitioning a business, entering retirement and preserving all you have built for future generations. That is why confidence, transparency and an authentic relationship with your Financial Advisor are essential.
Our entire team is committed to learning about you, your family and your values. By actively listening, we gain a clear understanding of the motivations and passions that drive each generation. We then work with you to build a financial strategy that helps put you—and keep you—on track to meeting your goals.
Our commitment to you:
- A focus on accountability, always putting your interests first
- Investment and wealth planning advice that is informed by the global resources of UBS and inspired by a deep commitment to our clients and community
- A high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy
Mogul Financial Group
435-252-3825
888-219-4914
855-275-0767
255 Heber Avenue
Park City, UT 84060
“We believe that successful investing is as much about what you don’t own as what you do own.”
— Glen Mintz
Our addresses
Office Address
255 Heber Avenue
Park City, UT 84060
Mailing Address
PO Box 2879
Park City, UT 84060
Mogul Financial Group members have been recognized as industry leaders
- Barron’s Top 1,200 Advisors, 2020 – 2014
- Barron’s Top 1,000 Financial Advisors, 2013
- Financial Times 400 Top Financial Advisors, 2016, 2015
- Barron’s Top 1,200 Advisors, 2020, 2019, 2018, 2015
- Barron’s Top 1,000 Financial Advisors, 2011, 2010
- On Wall Street – Top 40 Advisors Under 40, 2006
- Forbes Best-in-State Wealth Advisor, Utah, 2019
Wealth management
When you look to the future, you should like what you see.
Portfolio management
Customized strategies that put your best interests first.
Estate and legacy planning
An integrated plan for each generation of your family.
Retirement planning
Get ready for what
comes next.
Business transition
When is the right time to transition your business?
The strength of UBS
The stability of one of the world‘s largest wealth managers.
Liquidity. Longevity. Legacy.
Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Our service
A dedicated process. A personal touch.
Thoughtful and accountable, we understand each client has unique and diverse needs. We stay on top of the latest and most prudent financial thinking and share that expertise through regular financial plan reviews, performance monitoring and in-person meetings. At each step of the way, you can count on our team’s high-touch service.
Our perspectives
Insights