^{WHO WE ARE}
Climb Your Mountain

^{Why Clients Choose Brandon S. Atkinson, ChFC, LUTCF}
Trusted Financial Planning & Wealth Management in Sandy, Utah

For more than two decades, Brandon S. Atkinson, ChFC, LUTCF has helped successful individuals, families, business owners, and employers make informed financial decisions with confidence. His experience spans retirement planning, investment management, employer-sponsored retirement plans, wealth preservation, and strategies designed to help clients pursue their long-term financial goals.
Brandon founded Atkinson Advisory Group with a simple philosophy: every client deserves objective advice, exceptional service, and a financial strategy built around their life—not a generic investment model.

Through his affiliation with Prudential Wealth Advisors, Brandon combines the personalized service of an independent advisory practice with the resources, investment capabilities, and institutional strength of one of the nation's most recognized financial organizations. This relationship allows clients to benefit from boutique-level advice backed by extensive planning, investment, and wealth management resources.

Strategic Partnership

Boutique Advice. Institutional Resources.
Atkinson Advisory Group was built to provide highly personalized financial planning and retirement consulting for individuals, families, business owners and employer-sponsored retirement plans. As a Financial Planner with Prudential Wealth Advisors, Brandon is able to pair that personalized experience with the extensive resources of a nationally recognized wealth management organization.

Clients Benefit From

• Comprehensive financial planning
• Professional investment management
• Access to sophisticated planning resources
• Retirement income strategies
• Employer retirement plan consulting
• Ongoing service from a trusted advisor

Whether you’re preparing for retirement, managing significant assets, growing your business, or overseeing a company retirement plan, Brandon provides the experience, perspective, and personal attention to help you navigate each stage with confidence.
Brandon takes a comprehensive approach. Every recommendation is evaluated within the context of your complete financial picture, including retirement income, taxes, risk management, estate considerations, and long-term wealth transfer. The result is a coordinated strategy designed with a goal to help you make smarter financial decisions today while preparing for tomorrow.

Experience That Matters

Clients value Brandon’s ability to simplify complex financial decisions while providing guidance backed by decades of real-world experience. Whether helping families transition into retirement, advising business owners, or consulting with retirement plan fiduciaries, his focus remains the same: deliver advice that is thoughtful, practical, and aligned with each client’s objectives.

Relationships Built on Trust

Atkinson Advisory Group intentionally serves a select group of clients so Brandon can provide the level of responsiveness, accessibility, and personalized attention that larger firms often cannot.
Clients appreciate having an advisor who takes the time to understand their goals, explain recommendations in plain language, and remain available as life changes. Long-term relationships—not transactions—are the foundation of the firm.

Why Clients Work with Brandon

• More than 20 years of financial planning and retirement consulting experience
• Specialized expertise serving both individuals and employer-sponsored retirement plans
• Comprehensive wealth management that extends beyond investment management
• Personalized strategies tailored to each client’s goals and priorities
• Clear, straightforward advice without unnecessary complexity
• A long-term commitment to helping clients make confident financial decisions

Whether you’re preparing for retirement, managing significant assets, growing your business, or overseeing a company retirement plan, Brandon provides the experience, perspective, and personal attention to help you navigate each stage with confidence.

Atkinson Advisory Group is committed to helping clients protect what they’ve built, pursue what matters most, and create lasting financial confidence for generations to come.

20+

Years of Experience

ChFC®, LUTCF®

Professional Designations

Employer Retirement Plan Expertise

Spealized guidance for plan sponsors.

Client-First Approach

Every recommendation starts with your goals.

Personalized Service

with National Resources

^{what we offer}
A different Kind Of Advisory Experience

Traditional Advisory Relationship

Investment management
Periodic portfolio reviews
Limited retirement plan consulting
Minimal coordination with tax/estate professionals
Services vary by advisor

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The Atkinson Advisory Group Approach

Comprehensive retirement planning
Focused retirement plan consulting
Coordination with your CPA and estate attorney
Ongoing strategic guidance

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^{Our Mission}
Financial success isn’t built through one investment or one financial decision. It’s built through thoughtful planning, disciplined investing, and a long-term strategy that adapts as your life evolves.

— Brandon S Atkinson ChFC, LUTCF

^{What We Stand For}
Our Core Values.

Planning Comes First

Every recommendation begins with understanding your goals, values, and priorities. Investments should support a financial plan—not replace one.

Relationships Matter

Financial planning is personal. We believe the best advice comes from building lasting relationships based on trust, communication, and understanding.

Long-Term Perspective

Markets fluctuate. Life changes. Tax laws evolve. Rather than reacting to short-term events, we help clients stay focused on strategies designed to support their long-term financial objectives.

^{The Approach}
Our Planning Process

Every client relationship begins with listening.

⁰¹
Discover

We learn about your goals, family, financial priorities, concerns, and long-term vision.

⁰²
Analyze

We evaluate your investments, retirement accounts, tax situation, insurance coverage, estate planning, and overall financial picture.

⁰³
Develop

We create personalized recommendations designed to align your financial resources with your goals.

⁰⁴
Implement

We work with you to put your plan into action while coordinating with your CPA, attorney, and other trusted professionals when appropriate.

⁰⁵
Review

Financial planning is an ongoing process. We regularly review your strategy and recommend adjustments as your life, goals, and financial circumstances evolve.

Discover the Value of a Trusted Advisory Relationship
Let's Build Your Plan Together

We believe every great finanical plan begins with a conversation about your goals-not products.

Schedule A Complimentary Consultation

^{Our Team}
Meet The Advisors.

Rather than focusing on products or transactions, we focus on helping clients make better financial decisions over time.

^{WHO WE ARE}
Climb Your Mountain

^{Why Clients Choose Brandon S. Atkinson, ChFC, LUTCF}
Trusted Financial Planning & Wealth Management in Sandy, Utah