Casper, WY Office

Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages $262,614,043 in client assets, serves roughly 365 clients with a five-advisor team, and describes its services in its Form ADV and on its website.

SFA acts as a fiduciary and delivers customized, primarily long-term investment strategies implemented on a discretionary basis, while also buying, selling, or reallocating positions as market conditions or client goals require. Portfolios are constructed using ETFs, individual equities, fixed income, options, alternative investments and structured products, and the firm may engage unaffiliated independent managers or third‑party access platforms to manage all or portions of client accounts.

Compared with many peer teams, SFA operates from multiple offices (the brochure lists Colorado Springs and a Denver mailing address and the firm reports six offices) and discloses institutional platform relationships with Fidelity and SEI that provide access to trading, reporting and support services. The firm’s public materials and disclosures also indicate use of client-facing marketing (including published performance information and testimonials) and note practices such as limited custody (fee deduction only) and a stated cap on combined advisor/independent-manager fees.