About Us

Trusted Financial Advisors in Salt Lake City for Tax-Efficient Retirement

Who We Are

At Haynie Wealth Management, our team helps retirees and near-retirees navigate important decisions with clarity and confidence. As fiduciary financial advisors Salt Lake City residents turn to for guidance, we coordinate tax-efficient retirement planning with Haynie & Company CPAs so investments, withdrawals, Social Security, Medicare, and legacy choices work together toward your goals. We’re committed to transparent planning, steady communication, and relationships that last.


We serve clients across Utah, Texas, Arizona, Colorado, and Nevada—both virtually and in person. Whether you meet with us in Salt Lake City or connect from Austin, Houston or the Woodlands, Phoenix, or Denver, you receive the same coordinated approach to tax-aware retirement planning.

Meet Our Team

Experienced Advisors Dedicated to Your Success

You deserve a planning relationship rooted in trust. Our advisory and client service team brings decades of combined experience across financial planning, tax planning, and compliance. We listen first, then build and refine a plan that reflects your life, risk tolerance, and cash-flow needs.

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Our Partners

We are proud to work closely with our Alliance Partners. These partnerships elevate our capabilities and provide a broad range of tools, expertise, and technical resources.

Haynie & Company

Haynie & Company is a leading tax, audit, and business consulting firm. Haynie & Company specializes in serving Partnerships, LLCs, Corporations, S Corporations, and high net worth individuals. Their clients represent a broad range of industries including Real Estate, Manufacturing, Construction, Professional Services, and Technology.


As a strategic partner, Haynie & Company provides us with consulting services, income tax planning, and estate tax guidance as we develop financial plans. Despite growing to 13 locations across 6 states, Haynie & Company has maintained their small firm values of family and trust. These values align with our strategy and allow us to provide exceptional services to our clients.

Altruist

Altruist is a leading custodian for independent investment advisors. As a modern financial custodian, they are responsible for safekeeping client assets, settling trades, and adhering to a strict set of policy and regulatory requirements. Altruist provides important third-party custodial services such as monthly activity and valuation statements, account administration, tax reporting, distributions and other servicing functions.



With Altruist, you can open and fund your investment accounts in minutes, track your investment progress and view your portfolio’s holdings, and download statements, tax documents, and other essential information in as little as a few clicks. It’s easy, simple, and intuitive.

How We’re Paid

Simple, Transparent, AUM-Only Fees

We charge a single fee based on assets under management. There are no planning fees and no transaction charges. Our goal is clear alignment: when your portfolio grows over time, our compensation grows with it. We explain fees up front and review them during each annual meeting so you always know what you pay and why.

Our Process

A Personalized Path to Financial Success

Discover Your Goals

We start by listening. Understanding your financial picture, family priorities, taxes today, and retirement income needs gives us a strong foundation.

Build a Custom Plan 

We outline an integrated strategy across investment management, withdrawal order, Social Security timing, Medicare considerations, and estate planning coordination. Collaboration with Haynie & Company—or your existing CPA and attorney—keeps everything aligned.

Execute with Precision

Accounts are organized, income systems are set up, and portfolios are managed with attention to after-tax returns and rebalancing thresholds.

Ongoing Support & Adjustments

Life changes and tax laws evolve. We meet regularly, monitor progress, and adjust the plan as needed so it stays in step with your goals.

Our Core Values

It’s more important than ever to have a financial professional you can trust. Our focus will always be on building long-term relationships based on our core values of Family, Integrity, Excellence, and Teamwork.

Family

We foster a culture of loyalty, trust, and service, treating clients like part of our extended family.


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Integrity

Transparency and honesty guide everything we do, ensuring we always act in our clients’ best interest.


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Excellence

We are dedicated to exceeding expectations through exceptional service, expert care, and industry-leading competence.

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Teamwork

We collaborate with a network of specialists to provide well-rounded, expert-driven financial solutions for every client.

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Our Culture

Where Experience Meets Genuine Care

Money touches every part of life. We create a welcoming, collaborative environment where questions are encouraged and next steps are clear. From one-on-one meetings to educational sessions, we focus on practical guidance that helps you feel informed and ready for what comes next.

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Our Mission

A Clear Promise to Clients

We help retirees build tax-aware, personalized plans so they can move through retirement with confidence. That means aligning investment choices with income needs, considering tax impacts before and after RMD age, and coordinating decisions across Social Security, Medicare, and legacy planning.

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FAQ

Answers to Common Questions

  • Are you independent of broker-dealers?

    Yes. Haynie Wealth Management is an independent Registered Investment Advisor.

  • How do AUM-only fees work?

    You pay a transparent percentage of assets we manage. There are no planning fees and no transaction charges.

  • How does the CPA partnership help me?

    Working with Haynie & Company supports coordinated advice on taxes, timing, and withdrawals so decisions are considered together rather than in isolation.

  • Can you work with my existing CPA or attorney?

    Yes. We frequently collaborate with outside professionals to keep your overall plan aligned.

  • Do you offer ongoing reviews?

    Yes. We schedule regular check-ins and meet as needed when life changes, tax laws shift, or priorities evolve.