The Rock House Team
Serving the greater Farmington, UT, area.
Talk to the team
Location
Farmington, UT, 84025 (801) 447-4200
A team behind every plan
Welcome to the Rock House Financial team, where long-term relationships form the basis of our practice. Our team takes a comprehensive approach to financial advising and we pride ourselves on our dedication to our clients and their interests. We see ourselves as caretakers of your assets—guiding you to retirement and beyond.
Our focus on wealth management goes beyond your financial portfolio. We take a holistic and customized approach to every individual and family, and we provide consistent, competitive services no matter the market environment.
If you’re interested in differentiated financial advising, rooted in steadfast ethics, please reach out for a complimentary introductory meeting today.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View AllEvery detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Farmington, UT
Farmington, UT 84025
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Rock House Team
What we’re thinking about
How Homeowners Turn Home Equity Into Retirement Paychecks
Rock House Team | Advisor Stories
Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.