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Meet Your Team

DAVID GOAR
Wealth Advisor

David is focused on helping clients achieve their retirement dreams through creating thorough financial strategies.

After a lifelong fascination with investments, David got his start in the industry in 2007. Over the course of the next eight years, he gained the knowledge and experience necessary to join an independent registered investment firm. He truly loves being able to work one-on-one with individuals, families, retirees and pre-retirees to find solutions that will help them to live out their dreams.

David has a bachelor of science degree from Brigham Young University, and holds insurance licenses several states. He was named a Forty Under 40 recipient by the Ogden Standard-Examiner in 2015.

David enjoys hiking, sports and traveling. He spends a lot of time with his four boys and Staci, his wife of more than 20 years.

David Goar, Wealth Advisor

Goar Financial Services
1826 East 3100 North, Suite A
Layton, Utah 84040

Phone: (385) 715-0120
Toll Free: (800) 430-0024
Fax: (385) 206-8942

Open M-F 8AM-4PM

Disclosures and Privacy Policy / BrokerCheck

Investment Advice offered through Promontory Financial Planning, LLC, DBA Goar Financial Services, a registered investment advisor.

The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.