Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Our Wealth Management Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our team focuses on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, we understand that financial choices abound and work to deliver customized solutions to our clients that meet their unique situations. Our Investment Management Team provides strategies designed to navigate the changing market environment. Focusing on time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. We apply a company-wide philosophy that centers on putting our client's needs first in all that we do. Advisors across the U.S. use SFS Portfolios to provide asset management solutions for their clients through the Envestnet platform. Securities offered through Securities America Inc., Member FINRA(www.finra.org) & SIPC(www.sipc.org). Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, and Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. This is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products/services referenced on this site are available in every state, jurisdiction, or from every person listed.

Financial Advisors Since 1959

Peterson Wealth Services helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire.

Based in Salt Lake City, UT, Moreton Asset Management provides investment advisory services for corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. Moreton specializes in structuring fixed income portfolios that are tailored to meet the specific liquidity and diversification needs of our clients. Moreton maintains a low client-to-portfolio manager ratio that ensures frequent meaningful client interaction. The Moreton team has over 60 years of combined experience structuring fixed-income accounts and has the skill set required to navigate various interest rate environments. Moreton Asset Management serves clients in the western United States with a focus in Utah, Nevada, Wyoming, and Idaho.

BURRUS FINANCIAL SERVICES INC is a financial services company based out of 2455 E PARLEYS WAY STE 115, SALT LAKE CITY, Utah, United States.

Cannon Capital Management, Inc. was founded in January of 2008 by Clinton C. Cannon, CFA. Through our founder and associates, our firm brings with it over 42 years of combined experience in the investment profession. The mission of our firm is straight forward and direct: to generate investment returns for our clients within the risk parameters established by them and that consistently exceeds appropriate benchmarks. We expect to earn our client’s trust on a daily basis through delivering exceptional service, clear and constant communication and investment returns that exceed expectations. Consistently executing the purpose for which this firm was founded will allow our clients to enjoy a rewarding and successful investment experience. If we don’t deliver the purpose of our firm’s mission – then you won’t want to learn about us. We are confident and pleased in not only what we have delivered thus far; but, on what will yet be done. Thank you for your interest in our firm.

Presidio Wealth Management believes in being different. Our culture is designed to cultivate creativity and anticipate the needs of our clients. Most firms manage assets based upon a certain market index. We believe in managing assets based upon a Families index. A Families Index Number is the rate of return necessary on their portfolio to achieve their goals and objectives. We believe a Family knowing its number will not only assist them in their quest to attain True Wealth, but it will also assist in freeing them up from the ups and downs of the market. Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser. OneDigital Investment Advisors LLC and Presidio Wealth Management are not affiliated with Triad Advisors.

Fortress Asset management is a group of Independent Investment Advisors headquartered in Salt Lake City, Utah, with an additional office in Tacoma, Washington. We provide a personalized, full-service approach to business asset management. We achieve this by maintaining a lower than normal client to advisor ratio, certified in-house CFA, specialized services for business owners, and a range of custodians, all while remaining 100% independent. We specialize in assisting business owners who are preparing for liquidation by providing them tax efficient ways to exit their business and manage assets after the sale. Before the sale, we build client portfolios based on the Private Equity they hold in their current firm, ensuring their most valuable assets are being included in all planning and diversification. For more information visit us at our listed website. You can also reach us by telephone at (801) 990-0880. All investment advisory services are offered through Dynamic Wealth Advisors.

We feel that when most folks meet with their financial planners they have very little understanding of markets and risk. Trusting an advisor to have your best interests at heart is often a difficult choice to make, and as fiduciaries, we strive to build that relationship with you. If one has all the facts and great information often they will make the right choices themselves. We serve business owners, physicians, and retirees. Our focus is on informing you on all aspects of retirement, like health insurance and where to get it. In our effort to optimize your retirement years, we provide assistance and expertise in the following areas: Social security when to take it when to defer for maximum payment. Wealth Management Income planning Investment planning Insurance services We are relationship focused we want to work with you and your family and are committed to annual reviews and changes in your life (death of loved ones, Divorce, Business continuation, .etc). We surround ourselves with only the best partner companies CPA firms and estate planning attorneys by partnering with the local firms Whitehouse & Co. CPA’s, Kirton McConkie, Eveland & Associates, PLLC, and Now CFO to provide comprehensive retirement planning services. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and New Millennium Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. New Millennium Group is not affiliated with the US government or any governmental agency.

• Sell Side Transaction Accounting – Created and prepared all necessary documentation for listing the office building for sale and supported the sales process. Prepared all financial documentation for the bank and sell-side owners. • Company Liquidation – Post-sale, researched and processed all accounting and tax-related journal entries, and created all documentation necessary for closing the commercial real estate business. • New Company Creation – Designed financial statement formats for a new consulting company under the same corporate name. Documented and customized accounting processes for the new company's future use.