Wealth Factory is a premier financial education and coaching company built exclusively for entrepreneurs, investors, and high-achieving individuals seeking financial independence without sacrificing lifestyle. Our team has helped thousands of business owners create personalized wealth-building plans that maximize cash flow, reduce risk, and create a lasting financial legacy.
Wealth Factory (wealthfactory.com) has 20 customer reviews on Five Star Index, with an average rating of 4.1 out of 5.
Also known as
wealthfactory.com
Website
wealthfactory.com
Category
Employment & Career
Location
Salt Lake City, Utah
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 95% of reviews.
Latest
Most recent review: June 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score
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Great information and team to help you take action with your own finances and business! Would totally recommend to anyone trying to put the big pieces together so it makes sense and fits your priorities. Hard to get this personalized approach to finance/business/life that complements each other.
Response from Wealth FactorySep 15, 2025
Thank you so much for this wonderful compliment. We truly appreciate it and we love helping and guiding those from where they are to where they want to be.
GA
Galen
Flexible and a good program
I was in a place where I was too busy to follow through and they worked with me to slightly modify their program to fit my life. Matthew was great to help accommodate me. If you have the time and money and need the guidance almost anyone can benefit from this program.
Response from Wealth FactorySep 5, 2025
Thank you so kindly for this review. We strive to make sure we can work with clients and meet them where they are. It was great spending time speaking with you to make sure we heard you and got things set. We look forward to continuing to engage with you and helping you down the line.
BI
Bill
Lots of valuable resources and a great…
Lots of valuable resources and a great support network for your wealth building journey.
Response from Wealth FactoryJul 16, 2025
Bill, thank you for your review. We have enjoyed having you as a client, and we are always here to support you in any way we can.
RR
RR
Awesome Service and Guidance
I have been very pleased with the Wealth Factory programs. I've experienced friendly, prompt, and first-class service from the entire staff as well as insightful and positively transformational mentorship from the coaching program.
Response from Wealth FactoryJul 15, 2025
Thank you so much for your kind words and thoughtful review! We're thrilled to hear that you've had such a positive experience with the Wealth Factory programs and our team. It's incredibly rewarding to know that the service and coaching you've received have made a transformational impact.
Your success is our mission, and we’re honored to be part of your financial journey. If there’s ever anything more we can do to support you, don’t hesitate to reach out!
—The Wealth Factory Team
RN
Ryan N.
Great Programs!
Great Programs. Wealth architecture has been very useful and my coach Dale Ockey is top notch!
Response from Wealth FactoryMay 20, 2025
Thanks for the review, Ryan. We appreciate you taking the time to share with us.
ST
Stan
5 Stars
5 Stars – A True Financial Dream Team
My decision to join the Wealth Factory family has been a game-changer in my personal and professional life. It all began with Steve Martin, whose vision and dedication to their mission made joining this community an obvious choice.
Since then, I’ve had the privilege of working with Derrick Larsen, whose coaching and relentless drive for excellence and execution have kept me on course. His commitment to my success has been nothing short of inspiring.
I want to extend a special thanks to Matt Stevens and Jennifer Mecha at Provider Legal. Their legal acumen, steady guidance, and remarkable patience have simplified the complex. Mike Wright at Advanced Tax Group has brought clarity to my finances, ensuring my books are in order and my tax strategy is robust.
Max Madsen gave our family the fuel to launch our Family Bank, a step towards a financial legacy that will last for generations. J.J. Childers of Barrister Advisors brought it all together with a family trust that secures our future, providing a sense of security and confidence in our financial planning.
I am deeply grateful to the entire Wealth Factory team, even those I haven't mentioned by name. It truly takes a village! Your collective guidance, structure, and care have been instrumental in my journey, benefiting not just me, but also my family and business.
Wealth Factory doesn’t just talk about building wealth—it empowers you to live it with confidence, purpose, and peace of mind.
Response from Wealth FactoryMay 19, 2025
Thank you so much for your heartfelt message. We’re truly honored to be part of your financial journey and to know that your experience with Wealth Factory has been such a game-changer—personally and professionally.
It means the world to us that you feel supported, empowered, and confident in building not just wealth, but a lasting legacy for your family. That’s exactly what we aim to deliver, and your words reaffirm the importance of our mission.
We’re grateful for your trust and proud to have you as part of the Wealth Factory family.
