Independent Financial Solutions
Financial planning and investment management, specializing in retirement planning, holistic planning, and tax-efficient investing. Staff profiles and description of services.
Jordan Richard
Investor relations firm serving public companies throughout the United States.
Lewis, Young, Robertson and Burningham, Inc.
An independent municipal securities firm, providing services for local state, county, city, and town governments.
S.A. Advisory
Offers an investment newsletter concentrating on low-priced, fundamentally undervalued, and midcap out-of-favor stocks.
Utah Business Brokers
Business brokerage firm specializing in the valuation and marketing of Utah businesses.
Wasatch Funds
Family of no-load mutual funds and also offers individual portfolio management services.
Wayne Brown Institute
Provides knowledge, experience, contacts and access to capital to emerging high technology ventures. Includes details on creating a business plan and determining if the business is fundable.