We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.
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.
Who We Work With
Smart Choices. Bright Futures.
Interested in learning more? Great! You can click the button below to schedule a call now or send us an email by filling out this form and we’ll be in touch soon.
Have a quick question that can’t wait? No problem. Just give us a call at 801-753-8538