Financial Planning
in Salt Lake City and Utah Valley
Serving clients in Salt Lake City, Utah Valley and communities across Utah.
Searcy Financial® provides thoughtful financial planning and investment management for individuals, families, business owners and professionals in Utah and nationwide. From retirement planning to long-term investment guidance, our team helps clients make informed decisions with clarity, care and a long-term perspective.
Utah location
Searcy Financial Services, Inc.
Salt Lake City and Utah Valley
In-person meetings available by appointment
Office: 913.814.3800
Connected to the Wasatch Front
Our Utah team serves clients throughout Salt Lake City, Utah Valley and surrounding communities. With team members connected to the region, Searcy Financial® brings a personal, relationship-centered approach to clients who want thoughtful financial guidance with the depth and experience of a national firm.
The Wasatch Front is home to growing families, business owners, professionals, retirees and people navigating important life transitions. Our connection to the area also extends to Utah Valley University, where Searcy has built relationships with emerging financial planning talent. Our team works with clients through important decisions by offering planning support that is personal, steady and designed around each client’s needs.
How we help
Financial planning for individuals and families
Retirement planning, investment guidance, tax considerations, estate planning coordination and long-term family priorities, our Utah team helps clients throughout Salt Lake City and Utah Valley think through each of these decisions with clarity and care.
Group retirement plans
Employer-sponsored retirement plans designed around your organization’s needs. We support business owners and plan sponsors throughout the Wasatch Front.
Specialized planning support
Generational planning, physician services, special needs planning, life transitions, when a planning need calls for more focused guidance, our Utah team is ready to help.
Meet our Utah team
Tanner Manning
Explore our other locations
Searcy Financial serves clients nationwide, with team members connected to regional communities across the country.
Overland Park and Kansas City
GETTING STARTED WITH SEARCY
Whether you are preparing for retirement, navigating a transition, or looking for a planning team that can support you over time, our Utah team is here to help you think through your next steps with clarity and care.
