Million Dollar Choices™
Helping you make the right decisions as you build a legacy of generational prosperity.
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We’re Different.
We’re not your typical financial advisory firm. The foundation of our firm is education, tax planning, and strategic services
Our Approach
We have helped thousands of retirees, pre-retirees, and young professionals achieve their Point of Choice™: the day they can choose whether to work or retire.
What does this mean for you and your financial journey?
Enlighten: We take the most scholarly approach to financial prosperity. We conduct our own proprietary research and are constantly communicating our insights through private one-on-one conversations, seminars, public workshops, published articles and books so that you can accelerate learning curves at an exceedingly faster pace.
Empower: Our tax planning and compliance services, coupled with our financial planning and investment management services, ensure each client magnifies the value of their savings. Effective tax planning strategies are just one of the many tools we provide our clients across the spectrum of our wealth management services to empower them on their journeys towards financial prosperity.
Innovate: Our forward-looking vision for identifying trends in the market and making sound Multi-Million Dollar Choices™ is innovative and unique. Our passion for being great multipliers is contagious and brings purpose and direction to everyone we work with.
Elite Strategic Wealth Management in One Firm.
When you work with us, you’ll get a team of financial professionals who can provide you with all of the wealth management services you need.
When you work with us, you’ll get a team of financial professionals who can provide you with all of the wealth management services you need.
Comprehensive Financial Planning:
We’ll help you review your whole financial life and work toward creating a legacy of generational prosperity for your loved ones.
We’ll help you review your whole financial life and work toward creating a legacy of generational prosperity for your loved ones.
Financial: Looking at your financial life from a comprehensive perspective allows you to more effectively reach your goals and leave a legacy of generational prosperity for your loved ones. We have the expertise necessary to help you.
Behavioral: We’ll help you identify how your psychological biases impact your financial life. Knowing your bias will allow you to more effectively reach your goals, and we have the tools and educational resources necessary to set you up for success.
Relational: We’re not just advisors. We’re educators, experts, and servants in our community. We want to develop a partnership with you that allows you to grow and accomplish your financial goals.
Complimentary eBook:
Donor-Advised Funds
Learn how donor-advised funds could help you save thousands in taxes.
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Insights
At Scott Marsh Financial, we know firsthand the power of education, so we’ve made it our mission to provide you with as many resources as possible to allow you to live a fulfilling financial life.
November 24, 2023
Deck the Halls with a Charitable Giving Strategy for 2024
The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary […]
November 24, 2023
Deck the Halls with a Charitable Giving Strategy for 2024
The holidays are a time for joy, celebration, and reflection on what we all should be most grateful for. Then, many of our thoughts often drift to those less fortunate than ourselves and the extraordinary...
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November 10, 2023
A Roth IRA Conversion or Not? Thoughts From a Utah Financial Advisor
It’s that time of the year again to start thinking about potential year-end tax strategies. In the article, we’ll discuss a topic that the team at Scott Marsh Financial is passionate about: Roth IRA Conversions. […]
November 10, 2023
A Roth IRA Conversion or Not? Thoughts From a Utah Financial Advisor
It’s that time of the year again to start thinking about potential year-end tax strategies. In the article, we’ll discuss a topic that the team at Scott Marsh Financial is passionate about: Roth IRA Conversions....
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October 30, 2023
Building a Secure Retirement: The Role of Utah CERTIFIED FINANCIAL PLANNERS™
The quest for a secure retirement can feel daunting in a world where financial uncertainty is often the norm rather than the exception. While “DIY” is a popular mantra for many aspects of life, when […]
October 30, 2023
Building a Secure Retirement: The Role of Utah CERTIFIED FINANCIAL PLANNERS™
The quest for a secure retirement can feel daunting in a world where financial uncertainty is often the norm rather than the exception. While “DIY” is a popular mantra for many aspects of life, when...
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Ready to Set Your Financial Path?
Schedule a meeting with us today to learn how we can help you build a legacy of generational prosperity.
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