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.

06/24/2026
06/23/2026

Women are changing the financial landscape—and the numbers prove it, as women now control more wealth than ever before, and that influence continues to grow. But here’s what may surprise you:

✅ Studies show women often outperform men as investors.
✅ They tend to take less risk.
✅ They focus on long-term goals.
✅ They invest in companies they believe in.

Yet many women still report feeling less confident about investing.

The truth? You don’t need to know everything to take control of your financial future.

💡 3 Takeaways:
• Contribute to your 401(k) and capture any employer match.
• Stay involved in financial decisions and meetings with your spouse.
• Continue building your financial knowledge and confidence.

Your voice matters. Your financial future matters. And the decisions you make today can have a lasting impact for generations to come.

Listen to the latest podcast episode at the link in our bio.

Did you do a qualified charitable distribution (QCD) last year?If so, let’s make sure it was done correctly on your taxe...
06/23/2026

Did you do a qualified charitable distribution (QCD) last year?

If so, let’s make sure it was done correctly on your taxes.

06/21/2026

Happy Father’s Day!

06/18/2026

Your 40s = Your Financial Powerhouse Years 💪💰

Your career is growing. Your family is busy. Your calendar is packed.

Between work, kids, community involvement, and everything else life throws your way, it’s easy to put your finances on autopilot. But your 40s are one of the most important decades to make sure you’re on track for the future.

A few action items for your 40s:
✅ Review all of your financial accounts
✅ Check in on your debt and create a payoff plan if needed
✅ Revisit your retirement goals
✅ Make sure your savings rate aligns with your long-term goals
✅ Meet with a financial advisor to see if you’re on track

The goal isn’t to spend all your time worrying about money—it’s to build confidence so you can focus on enjoying the life you’ve worked hard to create.

Link in our bio to listen to the full podcast episode 111.

What financial goal are you focusing on this decade?

Address

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

Website

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