An advisor who treats your plan like it's his own family's.
Paul Ewell has spent his career helping families and individuals across Utah make sense of retirement — translating tax code, market noise, and financial jargon into plans real people can actually understand and live by.
Portside Wealth Group
Paul is affiliated with Portside Wealth Group, a Provo, Utah–based registered investment advisor providing access to world-class custodians, compliance oversight, and investment management partners.
A practice built on relationships, not transactions.
Financial Foundations was founded on a belief that's rare in this industry: that good financial planning is, first and foremost, about people. Paul started his firm to build the kind of practice he'd want his own parents to walk into.
That means no rushed meetings, no canned recommendations, and no pretending markets are simpler than they are. It means sitting down, asking better questions, and building a written plan that connects every part of your financial life — your income, your taxes, your investments, and the legacy you want to leave.
Clients work directly with Paul. When you call, he picks up. When something changes — in tax law, the markets, or your life — your plan adapts with it.
Four things that don't change.
Relationships first
Plans are built between two people who trust each other — not between a client and a portal.
Education always
Paul teaches the 'why' behind every recommendation, so you can make informed decisions for life.
Plain English
No jargon, no fine-print surprises. If your plan can't be explained simply, it's not done yet.
Honest advice
Sometimes the best advice is 'don't.' We say it when it's true.
Educator, speaker, and trusted voice in Utah retirement planning.
Paul regularly leads workshops and speaking events on retirement, Social Security, and tax planning — and has been a guest on podcasts and local media covering financial education.
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The first conversation is free, candid, and entirely at your pace.
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