Smedley Financial Services, Inc.

Smedley Financial Services, Inc. Roger Smedley founded Smedley Financial Services, Inc.® in 1982. In today's financial landscape, two things ring true, ethics and integrity are paramount.

Under his leadership the Smedley Financial Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our office hours are Monday through Thursday, 8:30 am to 5:00 pm, and Friday, 8:30 am to 3:00 pm. The Smedley Wealth Management Team focuses on building relationships through world-class client service, specialized priv

ate wealth planning solutions, and various wealth management offerings. We understand that financial choices abound and work to deliver superior solutions to our clients. As an independent firm, we have the ability to match each product and solution that best meets each client's unique situation. Our Investment Management Team provides investment strategies designed to navigate the changing market environment. Focusing on investment time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. Smedley Financial applies a company-wide philosophy that centers on putting our client's need first in all that we do. Investment Advisors across the United States have used the investment management services of Smedley Financial to provide asset management solutions for their clients. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Smedley Financial Services, Inc.® Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Please see our website at SmedleyFinancial.com for all important disclosures.

Did you know - President Cleveland and lawmakers in Washington wanted a federal holiday to celebrate labor - and not a h...
09/07/2026

Did you know - President Cleveland and lawmakers in Washington wanted a federal holiday to celebrate labor - and not a holiday celebrated on May 1. Cleveland signed an act in 1894 establishing the federal holiday; most states had already passed laws establishing a Labor Day holiday by that point. Sen. James Henderson Kyle of South Dakota introduced S. 730 to make Labor Day a federal legal holiday on the first Monday of September. It was approved on June 28, 1894.

09/04/2026

Is it intimidating to talk to your adult children about your wealth? If so, you’re not alone. Many parents in your shoes worry their kids will either feel entitled, or they’re afraid that their kids won’t end up managing wealth responsibly. However, when you ask those same adult children what they really want, the answer usually isn’t “mom and dad’s money.” What they really want is to understand how their parents have managed and built their wealth so they can continue their legacy. Talk to your adult children about how to manage money, different investment types, and the mistakes that you’ve learned to avoid.

Are lower rates the answer?Why aren’t rates lower?It boils down to oil Why are rates still so high?What is driving costs...
09/03/2026

Are lower rates the answer?

Why aren’t rates lower?

It boils down to oil

Why are rates still so high?

What is driving costs?

Be an asset owner!

09/02/2026

Do you know how term life insurance works?

Term life insurance provides temporary coverage for a specified period, such as 10, 20, or 30 years. If the policyholder dies during this term, a death benefit is paid to their beneficiaries.

After the term ends, the policy typically expires, and no benefit is paid unless it is renewed or converted to another type of policy.

Term insurance is generally less expensive than other forms of life insurance. It’s often used to cover specific, temporary financial needs, such as mortage, education costs, or replacing income during a child-raising period.

Please reach out to us with any questions.

09/01/2026

⛽ What Can the Price of Oil Tell Us About the Economy?
Oil prices aren’t just about what you pay at the gas pump. They can be an important signal for the economy—and potentially the stock market.
On the latest episode of the SFS Power Up Wealth Podcast, Mikal Aune sits down with James Derrick to discuss why rising oil prices can make the economy more vulnerable.
Here are a few key takeaways:
🛢️ Oil impacts nearly everything.
Transportation, shipping, manufacturing, and everyday goods are all affected by the price of oil.
📈 Higher oil prices can fuel inflation.
As energy costs rise, those increases can work their way through the economy.
🏦 The Fed may have less flexibility.
If inflation remains elevated, the Federal Reserve may have a harder time lowering interest rates—even if the economy begins to weaken.
🏠 Higher oil prices can mean higher interest rates.
And that can make mortgages and other borrowing more expensive.
📉 But high oil prices don’t automatically mean a recession.
They can make the economy more vulnerable, but there are important differences between today and past periods, such as 2008.
One major difference? U.S. energy production.
The United States produces far more oil today than it did in 2008, meaning higher oil prices can also benefit American energy companies and investors.
The big takeaway? Pay attention to oil—but don’t let one economic indicator dictate your investment decisions. A diversified, long-term approach can help you participate in what’s working while staying focused on the bigger picture.
🎧 Listen to the latest episode of Power Up Wealth to hear the full conversation at the link in our bio.

09/01/2026

Did you know that September is National Preparedness Month?
It’s the perfect time to empower our youth with the knowledge and skills they need to be prepared for any disaster.
Here are some important steps to help teach young people about disaster preparedness:
🔧 Start the conversation: Engage children in discussions about different types of disasters and why it’s important to be prepared. Use age-appropriate language and examples to help them understand.
🔧 Create a family emergency plan together: Involve children in the process of developing an emergency plan for your household. Teach them what to do, where to go, and whom to contact in case of an emergency.
🔧 Assemble an emergency kit: Show children how to gather essential supplies like water, non-perishable food, flashlights, and first aid items. Explain why each item is important and how they can help during a crisis.
🔧 Practice emergency drills: Conduct regular drills to familiarize children with evacuation procedures and safety protocols. Make it interactive and fun to reduce anxiety and build confidence.
🔧 Encourage them to spread the word: Empower children to share their knowledge with friends, classmates, and neighbors.
Encouraging others to be prepared can create a ripple effect of readiness in the community. By teaching youth about disaster preparedness, we are equipping them with lifelong skills that can save lives and build resilience.

The Money Moxie Newsletter Is Here!Our September–October issue is packed with timely financial insights, practical plann...
08/31/2026

The Money Moxie Newsletter Is Here!

Our September–October issue is packed with timely financial insights, practical planning ideas, and a few topics you may not have thought about before.

Inside this issue:
💼 Five Years to Exit
If your business is one of your largest assets, when should you start planning for your exit?
🛡️ When Helping Becomes Harmful
Financial exploitation can happen to anyone—and sometimes it’s difficult to recognize until it’s too late.
📈 Which Side of the K Are You On?
What does a K-shaped economy mean, and how might it affect your financial picture?
💻 Is Your Digital Life in Your Estate Plan?
Your estate plan covers more than houses, investments, and bank accounts. What happens to your digital life?
🎙️ And stay tuned for upcoming SFS Power Up Wealth podcast episodes diving deeper into these topics.

👉 Read the September–October Money Moxie Newsletter at the link in our bio.

08/28/2026

Did you know? That your total debt should not exceed 43% of your annual gross income. (Although lower is always better 🙂)

08/27/2026

Summer vibes with a twist of finance! What’s on your money reading list? 📖 Whether you’re an armchair sociologist or a budding historian, find the perfect beach books for the summer. Dive into wealth history, timeless tactics, strategic thinking, and epic trades. Turn some pages and level up your financial reading!

08/25/2026

What will your legacy be?

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Salt Lake City, UT

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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