Toll Free: 866.964.1031
Having the proper tax advisor that stays current on tax changes and knows proven strategies can save money. We have over 50 years combined experience in individual and business tax preparation.
Your financial security depends on the decisions you make now. There are numerous incentives available to individuals who wish to set aside income for use in the future. Our advisors will help you determine what combination of investments is right for you.
We offer a wide range of financial services designed to preserve and enhance your wealth.
Use our secure
Obtaining a home loan can be a stressful and overwhelming experience. Seasoned financial professionals coupled with state-of-the-art mortgage technology will assist you in making correct decisions for your home and investment property mortgages*. Whether you're buying, building or refinancing, it is our goal to make the loan process a positive and rewarding experience.
*Mortgages offered through Security National Mortgage Company
Stocks, mutual funds or bonds — we'll find the right combination for you. Our advisors will help you to diversify your portfolio and thereby manage your risk for the highest possible growth. We make the most of the market's advantages, regardless of the changes in investment climate.
Experience and Knowledge you can Count On
Navigating the complicated 1031 real estate exchange area can be overwhelming. There are specific IRS guidelines to follow and a misstep can be costly. Valued Wealth Advisors is one of the premier 1031 advisory firms in Utah.
Your business performance is important, not only for you, but also to other stake holders. Our team of Certified Public Accountants can help you understand how well your business is doing, what areas can be improved and provide an independent opinion on the accuracy of your financial statements to a third party such as your bank or regulatory institution.
Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website you are leaving our site and assume total responsibility for your use at these sites. Please contact this office for further information.
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org