Our office hours: Monday thru Thursday 8:30 am to 5:00 pm and Friday 8:30 am to 3:00 pm.
The Smedley Wealth Management Team focuses on building relationships through world class client service, specialized private wealth planning solutions, and various wealth management offerings. We understand that financial choices abound and work to deliver superior solutions to our clients.
As an independent firm, we have the ability to match each product and solution that best meets each client's unique situation.
Our Investment Management Team provides investment strategies designed to navigate the changing market environment. Focusing on investment time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities
In today's financial landscape two things ring true, ethics and integrity are paramount. Smedley Financial applies a company-wide philosophy that centers on putting our client's need first in all that we do.
Investment Advisors across the United States have used the investment management services of Smedley Financial to provide asset management solutions for their clients.
Securities offered through Securities America Inc., Member FINRA & SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Rodney A. Walker, Shane P. Thomas, And Mikal B. Aune, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated.
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.
Securities licensed in the following states: AE, AK, AR, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MI, MO, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WY. Insurance licensed: AZ, CA, GA, ID, MO, NE, NV, OK, TX, UT and WY. RIA registered in AZ, CA, CO, FL, GA, ID, LA, NE, NV, NY, OR, TX, UT, VA and WA.
Member FINRA (www.finra.org) SIPC (www.sipc.org)