Park City Wealth Advisors isn’t just a financial firm; it’s the realization of a goal to build a different type of financial advisory company. When Morgan Lemaitre, CFP ®, first entered the industry, she wanted to stand at the side of her partners and be more than just someone her clients call when they need some financial advice. Her mission is to be a comprehensive partner, as well as a friend, who could be counted on in any situation.
After decades of industry experience and hard work to build a company she envisioned, she believes she has brought it to life through Park City Wealth Advisors. In a male-dominated industry, she is proud to have paved the way for future female entrepreneurs, as well as her team of consultants and problem solvers who are committed to your financial success.