Alex Long

Alex Long is a Wealth Advisor at Diversify, working with business owners, executives, professional athletes, and retirees to help build and protect their wealth while implementing effective tax mitigation strategies. He takes a tax-centric, goals-based approach to planning, partnering closely with clients to align their financial decisions with their unique life stages and objectives. With 12 years of experience, Alex is committed to helping individuals and families navigate complex financial landscapes with clarity, confidence, and purpose.

Alex takes a disciplined and comprehensive approach to financial planning, helping clients address key areas such as retirement planning, advanced tax strategies, business succession, and overall wealth management. He believes in tax-conscious, long-term focused investing that prioritizes diversification and alignment with each client's values and goals. His clients can expect simplified complexity, proactive guidance through market cycles and life transitions, and a steady, long-term trusted partnership built on transparency and personalized attention.

He holds the Certified Financial Planner™ (CFP®) designation and industry registrations including Series 65, Series 63, and Series 7. Alex earned his Bachelor's degree in Personal Finance from Utah Valley University.

Outside the office, Alex enjoys golfing and traveling with his family. He lives in Orem with his wife Dani, their daughter Macee, and their two dogs—a Husky named Maui and a Corgi named Georgia—and is dedicated to making the most of his time with loved ones.