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We're On Your Side.

As flat fee-only fiduciaries, we have no products to push.
Our singular objective is to help you achieve your financial goals.

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We Can Help You

Investing for retirement

Invest Wisely

  • Reduce fees and trading costs
  • Minimize taxes
  • Evidence-based investing
Financial Independence

Plan For Retirement

  • Manage your cash flow
  • Achieve financial independence
  • Retire with confidence
Retirees enjoying financial independence

Manage Your Wealth

  • Plan your estate
  • Tax-efficient gifting strategies
  • Leave a legacy

We’re Different

Trust

We’re fee-only fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.

Expertise

Founder James Sweeney is one of the 0.2% of financial advisors in Utah who hold both the Chartered Financial Analyst® and Certified Financial Planner® designations.

Attention

Unlike traditional brokers and sales reps always looking for the next sale, we strive to understand our clients’ evolving needs and build long-term partnerships.

Who We Work With

Physician doctor

High-Income Professionals

Looking to reach financial independence? We can help you create a plan that balances enjoying life now with paying down debt and planning for the future.

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Business Owners

As a small business owner, your time is a precious commodity. By delegating the heavy lifting to financial professionals, you can refocus on what matters most to you.

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Financial Independence

Retirees

Transitioning to living off of your nest egg can be  difficult. We can help you design a retirement plan to provide the income you need so you can move forward with confidence.

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Suddenly Wealthy

Have you recently sold a business or had a windfall? It can be hard to know who to trust. Our business model puts us on the same side of the table as our clients. 

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Smart Choices. Bright Futures.

Our Affiliations

Let’s Chat

Ready to get started? Great! Click the button below to schedule a meeting now.

Want to understand a bit more before diving in head first? No problem. Just send a an email by filling out this form and we’ll be in touch soon.

Have a quick question that can’t wait? Just give us a call at 801-753-8538

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