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Have a quick question that can’t wait? Just give us a call at 801-753-8538
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.
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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.
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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.
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Who We Work With
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.
Our Affiliations
