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.

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.

• 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.