SFS is an independent registered investment advisory firm. To put it in plain terms, we work for our clients, no one else. We are in a position to ...Read More >
SFS is an independent registered investment advisory firm. To put it in plain terms, we work for our clients, no one else. We are in a position to always put our client's needs first. All of our services are client driven.
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Independence allows our wealth managers to implement our financial plans, retirement plans, and income distribution plans using ...Read More >
Independence allows our wealth managers to implement our financial plans, retirement plans, and income distribution plans using the investment solutions that best meet each client's needs, risk tolerance, and goals. We are never in a position to sell a product we do not believe best serves the needs of our clients.
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Smedley Financial Services (SFS) offers a consultative approach. We tailor our services around your personal values and ...Read More >
Smedley Financial Services (SFS) offers a consultative approach. We tailor our services around your personal values and financial goals. Our investment recommendations center around four planning cornerstones, wealth enhancement, wealth protection, wealth transfer, and charitable gifting.
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SFS wealth managers apply a consultative approach to all aspects of planning. This client driven approach assures that ...Read More >
SFS wealth managers apply a consultative approach to all aspects of planning. This client driven approach assures that all planning is tailored to meet each client's specific values, goals, and needs.
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Choosing an advisor is much like choosing a dentist, physician, attorney or Certified Public Accountant (CPA). First you should...Read More >
Choosing an advisor is much like choosing a dentist, physician, attorney or Certified Public Accountant (CPA). First you should choose someone that mirrors your personal goals, attitudes, and values. Working with someone who makes you feel comfortable will make your wealth management experience more productive.
A Private Wealth Manager who focuses on your personal goals and values will be better able to construct a plan that directs you on a course designed to reach your financial destination. It is important to choose a Private Wealth Manager who holds himself or herself to the highest level of ethical standards. This is often reflected by the credentials or designations which that Wealth Manager holds. A clean regulatory record is not just important, it is critical. A clean regulatory record speaks to the integrity of your Wealth Manager.
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A Wealth Manager with credentials demonstrates the importance he or she places on increasing their knowledge and staying on top of...Read More >
A Wealth Manager with credentials demonstrates the importance he or she places on increasing their knowledge and staying on top of current changes that affect their ability to deliver clear, accurate and concise advice.
Before obtaining many designations, the applicant must demonstrate the required education and industry experience. Once a designation has been earned, the recipient must adhere to a strict code of conduct and ethics. In many cases, annual continuing education is required.
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A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others ...Read More >
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The CFA Program is the most widely known and respected investment credential in the world, according to the CFA Institute, the not-for-profit ...Read More >
The CFA Program is the most widely known and respected investment credential in the world, according to the CFA Institute, the not-for-profit association that awards the CFA designation.
There are over 90,000 CFA charter holders working in over 130 countries around the world. The Professionals holding a CFA designation are required to:
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In today's changing world it is hard to know who you can trust. Advisors who adhere to the highest ethical standards will always ...Read More >
In today's changing world it is hard to know who you can trust. Advisors who adhere to the highest ethical standards will always put the client's interests ahead of their own. A clean regulatory record is a direct reflection of an advisors desire to maintain a high ethical standard.
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An advisors regulatory record can be reviewed from the Financial Industry National Regulatory Agency (FINRA) website at www.finra.org.
Our in house team of investment professionals continuously monitors and updates our portfolios to meet the changing economic...Read More >
Our in house team of investment professionals continuously monitors and updates our portfolios to meet the changing economic landscape. Each of the SFS investment portfolios have been designed to meet a specific risk tolerance objective. Multiple portfolios afford our wealth managers the investment vehicles needed when designing investment plans for our clients.
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After a complimentary planning meeting, we may be compensated by fees or commissions, or a combination of both. Before any plan is implemented, fees will be fully disclosed and agreed upon.
SFS takes clients and is registered in most states. Please contact our office for more information.
In the wake of turbulence in the financial markets, it's worth reviewing the legal protections available for assets held by ...Read More >
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Smedley Financial Services | Financial Advisors Salt Lake City Utah
102 S 200 E Suite 100 PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 800-748-4788 or 801-355-8888 Fax: 801-355-1912 Email: info@SmedleyFinancial.com
Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Leah Nelson, Jordan R. Hadfield Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Securities America are not affiliated. Form ADV
Check the background of this firm on FINRA's BrokerCheck
IMPORTANT CONSUMER DISCLOSURE
Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Located in Salt Lake City, Utah
This site 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 and services referenced on this site are available in every state, jurisdiction or from every person listed.
IMPORTANT DISCLOSURE INFORMATION