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Million Dollar Choices™

Helping you make the right decisions as you build a legacy of generational prosperity.

We’re Different.

We’re not your typical financial advisory firm. The foundation of our firm is education, tax planning, and strategic services

We empower families to create a legacy of generational prosperity to ensure the success of the rising generation.

For over 35+ years we have educated and inspired thousands of individuals at Brigham Young University positioning us at the cutting edge of research and technology.

We maximize the value of high impact tax saving strategies by integrating all tax planning and compliance services into everything that we do.

We provide tens of additional high-touch strategic wealth management services to ensure our clients are positioned as best as possible for success.

Our original and proprietary knowledge and frameworks have helped thousands of individuals and families achieve financial prosperity.

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.

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.

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.

Download

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.

December 18, 2023

How to Survive a Downturn: Effective Tax Planning & Investment Tactics

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How to Survive a Downturn: Effective Tax Planning & Investment Tactics

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Deck the Halls with a Charitable Giving Strategy for 2024

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Deck the Halls with a Charitable Giving Strategy for 2024

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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