Stonebriar Wealth Advisors

Stonebriar Wealth Advisors is a financial planner in Lehi, UT. The firm provides a comprehensive range of services including retirement planning, investment management, estate planning, and tax planning. They also specialize in family office services, insurance advisory, healthcare planning, and liquidity and exit planning, serving clients through private investment opportunities and philanthropy and impact strategies. The firm maintains a 5.00 rating.

The firm operates on the principle that wealth management should provide clarity, coordination, and confidence rather than just managing money. Their approach focuses on structural forces that influence whether wealth compounds or leaks away through taxes and misaligned risk. Led by Managing Partner Gary J. Preisser, who brings over 23 years of experience in personal and business financial planning, the team utilizes a background in mathematics, tax, and CFO consulting to build systems that fit each client's unique life. Their methodology emphasizes purposeful, steadfast, insightful, compassionate, and structured guidance to help families move from complexity to simplicity.

Located on Executive Pkwy, the office is a short drive from the Butterfly Biosphere and is near the Veterans Memorial Highway.

Stonebriar Wealth Advisors is known for its commitment to helping clients live with confidence and build lasting legacies. The firm stands out for its dedication to serving people rather than just portfolios, providing professional expertise that transforms financial complexity into actionable, intentional plans.

Stonebriar Wealth Advisors provides tailored financial solutions to help families in Lehi, UT, achieve long-term stability and purpose.