Smedley Financial Services Inc.®

About

Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Our Wealth Management Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our team focuses on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, we understand that financial choices abound and work to deliver customized solutions to our clients that meet their unique situations.

Our Investment Management Team provides strategies designed to navigate the changing market environment. Focusing on time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. We apply a company-wide philosophy that centers on putting our client's needs first in all that we do.

Advisors across the U.S. use SFS Portfolios to provide asset management solutions for their clients through the Envestnet platform.
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. This is published for residents of the United States and is for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business, and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products/services referenced on this site are available in every state, jurisdiction, or from every person listed.

Keywords

private wealth planning, lifetime income planning, women & wealth, 401 rollovers, insurance planning, investment management, retirement planning, social security maximization strategies, guaranteed income, longterm disability insurance

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