Smedley Financial Svc Inc Employee Directory

Financial ServicesUtah, United States2-10 Employees

Smedley Financial Services, Inc. is an independent financial planning and investment advisory firm based in Salt Lake City, operating within the financial services industry. The firm offers a broad suite of planning and advisory services, including comprehensive financial planning, investment management, budgeting and cash flow coaching, retirement and tax planning, real estate and education planning, as well as estate and insurance analysis. By addressing multiple facets of a client’s financial lifecycle, the firm aids individuals in shaping long-term financial strategies and managing risk. The client base appears to be individuals seeking holistic guidance across wealth, retirement, and estate considerations, with service delivered through a boutique, independent platform. In June 2022, the firm announced the addition of Mikal Aune, marking a recent personnel development in its ongoing advisory capabilities.

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