Financial Planning Office is currently accepting clients for our Wealth Management service which includes both investment management and on-going personal financial planning.

If our Wealth Management service matches your needs and you are interested in learning more about how we can help you, please contact our office to schedule an introductory meeting. Once you have visited with Hyrum Smith on the telephone, an office interview will be scheduled.

  • Email our Client Services Manager Amoree Farnsworth at
  • ​Call (801) 466-4101

For the office meeting, please complete the questionnaire below and bring it and your financial documents with you.

Download PDF questionnaire here

If you would like to send the completed questionnaire or other financial documents to Financial Planning Office, use the secure link below.

Upload and Securely Send Documents to FPO Here