Tencap Wealth Coaching – Financial Advisor of Millcreek

Tencap Wealth Coaching - Financial Advisor of Millcreek is a financial planner in Millcreek, UT. The firm serves professionals and families building or managing wealth, offering coordinated tax, investment, and financial planning. Specific services include retirement planning, investment planning, tax strategy, business exit planning, estate planning, executive planning, social security planning, insurance planning, and qualified plan management. The advisory team holds CFP and ChFC credentials and operates as a fiduciary. Clients report that the team is knowledgeable in investing and takes time to explain their approach, with one reviewer noting several years of working with advisor Joe Griffin.

The firm describes its approach as an elevated and academic investing experience, aiming to eliminate speculation from the process by using Nobel Prize-winning academic principles. The investment philosophy focuses on the correlation between the cost of capital and return on capital, helping clients reduce risk while increasing expected returns through portfolio adjustments. Tencap emphasizes education and coaching, training clients to understand financial markets and investing philosophy to foster fiscal responsibility. The team includes founders Greg Black and Lindsey Black, along with wealth advisors Nick Carrigan, Dalton Forsythe, Kevin Whisenant, Bonita Bell-Andersen, Rock Allen, and Raymond German. The firm states it is heading into its second decade of serving clients, with a commitment to transforming the traditional investing experience through deeper customer service and client development.

The office is located at 4424 S 700 E 100 - B in Millcreek. It sits on 700 East, just north of 4500 South. The location is about a quarter mile from Kid Station and roughly three-tenths of a mile from James E. Moss Elementary School.

Tencap Wealth Coaching holds a 5.00 rating based on 4 reviews. Clients praise the team for their attention to detail, desire to educate others about financial planning, and ability to empower clients to take control of their wealth. The firm’s standing is supported by its fiduciary status, certified advisors, and a service model focused on coaching rather than just transactional advice.

As a financial planner in Millcreek, Tencap Wealth Coaching provides a structured, education-focused path to financial independence for local residents.