Broker Check

WHO WE ARE
Climb Your Mountain

Our Firm
Trusted Financial Planning & Wealth Management in Sandy, Utah

Helping Individuals, Families, Business Owners, and Employers Plan for What Matters Most

Financial planning isn’t just about investments. It’s about helping people make informed financial decisions with confidence throughout every stage of life.

At Atkinson Advisory Group - Financial Planning, we provide comprehensive financial planning, investment management, retirement planning, and retirement plan consulting designed to help clients pursue their long-term financial goals with clarity and purpose.

Based in Sandy, Utah, we proudly serve individuals, families, business owners, and employers throughout Utah and the western United States, offering personalized advice through both in-person and virtual meetings.

Whether you’re preparing for retirement, managing significant wealth, growing a business, or overseeing an employer-sponsored retirement plan, our goal is to help simplify financial complexity and provide guidance tailored to your unique circumstances.

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.

— Atkinson Advisory Group

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.

Our Team
Meet The Advisors.

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

Brandon Atkinson, ChFC, LUTCF

Brandon Atkinson, ChFC, LUTCF

Financial Planner

Brandon S Atkinson, ChFC, LUTCF is a seasoned financial planner with over two decades of experience in the industry. He is dedicated to helping individuals, families, and business owners pursue their financial goals and build a strong...

Tyler Munro

Tyler Munro

Financial Advisor

Tyler Munro is a dedicated Financial Advisor with Prudential, based in the Sherman Oaks office in California. Since joining the firm in 2019, Tyler has helped individuals and families navigate the complexities of financial planning...

Heather Carlsen

Heather Carlsen

Office Manager

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.

Ready To Start The Conversation?
Let's Build Your Plan Together.

Schedule A Call