Josh Hardman - Trek Financial

Josh Hardman - Trek Financial Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.

Trek Financial has your financial well-being in mind and takes the time to understand what you want out of life. In order to guide you along your financial journey, Trek focuses on you as an individual and your unique financial situation, planning for every climb, descent, change and challenge. No matter where you are in your journey, no matter what your destination may be, Trek can help you plan

for it. Trek's financial services include financial planning, retirement planning, investment management, business planning, and insurance and risk management. Josh Hardman is a graduate of the David Eccles School of Business at the University of Utah, with a degree in Business Finance. He has been with Trek Financial since 2012 and has worked in the financial industry since 2009. As a CERTIFIED FINANCIAL PLANNER™ Professional, Josh works closely with clients developing custom financial plans to help them achieve their financial goals. He focuses on investment management, education funding, retirement planning, and the strategic use of insurance to protect individuals and their families. Josh was raised in Park City, Utah where he gained a love for the mountains. He enjoys spending time skiing, boating, mountain biking, hiking, and backpacking. He is an active participant in his church and enjoys serving others. Josh and his wife Jentry currently reside in Heber City, UT with their daughter and three sons.

06/17/2026

No surprise: People with poor understanding of basic finances often make bad decisions on money matters. Here's how to increase your financial literacy.

06/15/2026

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

05/18/2026

Travel is getting more expensive, but smart planning can save you hundreds. Discover six expert-backed ways to cut vacation costs without cutting the fun.

05/13/2026

Make sure you are using official channels to talk with an airline and not an impostor.

05/11/2026

Watch out for the hidden energy costs of water inefficiency and the case for integrated system design.

05/06/2026

These will let you have a say in your medical care, as well as what happens with your assets after you die

05/04/2026

Believe in their potential. But trust their actions.

04/30/2026

A Roth IRA is a powerful retirement tool because you fund it with after-tax dollars and can withdraw the money tax-free after age 59½. It can hold most types of investments, giving you the flexibility to build a diversified portfolio.

03/18/2026

Contemplating the regrets of the elderly and dying can help guide retirees when planning for happiness and fulfillment in retirement.

Your Social Security benefit evolves with you. Every career move, gap year, or extra year on the job affects what you ma...
12/01/2025

Your Social Security benefit evolves with you. Every career move, gap year, or extra year on the job affects what you may receive later. Understanding how it works helps you make informed decisions about your future income.

Social Security made simple: Get expert tips to claim the right benefits, maximize income, and secure your retirement.

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160 S 100 W
Heber City, UT
84032

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