The way forward

Today, tomorrow and for generations to come

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Windmill

Michael Meyer

Director

Financial Advisor

Michael Meyer is dedicated to building and managing the wealth of his clients and finds great satisfaction in simplifying the complexity of their financial lives so they are empowered to make smarter decisions with their money. The Ballard Meyer Wealth Management Group provides personalized wealth management and financial planning services to families nearing or in retirement and affluent business owners and partnership groups that need pre-tax or tax-deferred solutions for saving additional retirement funds.  

Michael and the Ballard Meyer team offer clients the intimacy and personalized attention of a small firm combined with the industry leading research, technology and global resources of UBS. This fusion of expertise provides an exceptional ability to deliver results. The team’s approach is comprehensive: they gather insights about each client’s unique personal and financial situation to become aligned with the client and build a tailored plan that provides a superior client experience.

With more than 20 years of industry experience, Michael has built a reputation as a trusted advisor, able to simplify his clients’ lives, allowing them to focus on activities they enjoy.  Prior to joining UBS in 2009, he began his career at Smith Barney monitoring internal branch operations activities and then transitioned to building a career in financial planning.  Impressively, he entered college early at 16 years old, and then at 18 was accepted into the Smith Barney Financial Advisor Training Program, making him the youngest person accepted up to that point.  Michael earned the UBS IMCA Wealth Advisor designation awarded by the Investment Management Consultants Association ("IMCA®). 

In addition to his role on the Ballard Meyer Wealth Management Group, Michael is the Director and Branch Manger of the combined Utah business which consists of Salt Lake City, Park City and Ogden offices. 

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • KS
  • MA
  • MI
  • MN
  • MT
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Credentials

  • Wealth Advisor
95 State Street
Suite 2210
Salt Lake City, UT 84111
  • (801) 476-4869

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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