Garrett Bybee (CFP®)
Garrett Bybee focuses in the
following client markets or areas of practice:
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- College/Education Planning
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
Planning Specialties
Garrett specializes in helping his clients take control of their financial picture and make better decisions through a unique partnership. He takes a comprehensive holistic approach to the financial planning process with each and every one of his clients. This involves the following areas and more:
- Investment Management
- Small-Business Planning
- Retirement Planning
- Insurance Analysis and Risk Management
- Estate Planning
- Tax Planning
- Education Planning
- Goals-Based Planning
Additional Information
Garrett is the founder of Bybee Wealth Management. He has been in the financial services industry since 2015 and believes in holistic financial planning. He graduated from Utah Valley University with a Bachelors in Personal Finance and minor in Business Management. Utah Valley is one of the top schools in the nation for Personal Finance. Garrett was educated and mentored by some of the most respected minds in the personal finance industry.
Garrett believes that everyone deserves access to a trusted and qualified financial planner. He loves to partner with his clients to help them on their path to taking control of their financial future. He analyzes his clients’ entire financial picture to make sure every piece of their financial picture comes together in the best way for his clients.
In his free time, Garrett enjoys spending time with his beautiful wife, Michelle, and his handsome son, Lincoln. He loves to get outdoors whenever it is possible and take advantage of Utah’s diverse landscape.
In addition to NAPFA, I am also a member of the Fee-Only Network and Utah Financial Advisor Network. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.
NAPFA Start Date
October 10, 2019
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