Morkel Financial Planning is a fee-only fiduciary advisory firm based in Mapleton, Utah, serving clients in Utah County and eligible clients remotely. As a member firm of Fiduciary Organization, LLC, it provides investment advisory services without product commissions. Led by Ewan Morkel, an Enrolled Agent with a background in personal financial planning and tax work, the firm helps clients connect financial decisions with their tax and cash-flow circumstances.

Its services include comprehensive financial planning, investment guidance, and tax-aware strategies. Planning can address cash flow, retirement, savings, risk, insurance, estate questions, charitable giving, portfolio management, and account selection. The firm works with business owners, equity-compensation earners, real estate investors, retirees, and families navigating changing financial needs. Topics may include business income, stock compensation, rental property, retirement contributions, Roth conversions, concentrated investments, and family transitions.

Morkel Financial Planning’s process begins by understanding a client’s finances and priorities, then coordinating a strategy and refining it as circumstances change.