Scott Marsh Financial, LLC
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About
Scott Marsh Financial, LLC provides portfolio management alongside tax advisory and individual tax return preparation, real estate advice and property management, plus retirement, estate planning and business consulting for individuals, high‑net‑worth clients, companies and trusts. Like many supported firms, it serves both non‑HNW and high‑net‑worth individual clients as well as institutional-type entities such as trusts and companies.
The firm’s investment process emphasizes asset allocation first and fund selection second, employing no‑load mutual funds and ETFs across multiple model portfolios with discretionary rebalancing, a minimum three‑year decision horizon, and the use of scenario analysis and “fat‑pitch” valuation shifts. In addition to seven model portfolios, Scott Marsh Financial offers a concentrated 40–50 stock strategy focused on U.S. demographic themes and flags tax‑inefficient funds for taxable clients while proposing tax‑efficient alternatives.
Distinctive features include the combination of investment management with in‑house tax return services and hands‑on real estate property management, services that are less common among similarly sized advisory firms. The firm also describes a detailed fund research process—performance screens, manager questionnaires, interviews and site visits—and uses a third‑party technology platform for reporting and billing while custodial arrangements remain with an independent custodian.
Client services
Expertise
Fee options
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.0% $3,000,000 - $4,999,999: 0.75% $5,000,000 - Up: 0.5%
Main office
See officeSalt Lake City UT
Advisors at this office
1
Most active in
California · Texas · Utah
Also doing business as
Scott C. Marsh · Scott C. Marsh Financial · Scott Clyde Marsh · Scott Marsh Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Landon M
Series 65
Peoria, AZ
Scott Marsh Financial, LLC
Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at Alterdomus, Jones Simkins, and Ernst & Young. Scott Marsh Financial, LLC provides portfolio management alongside tax advisory, individual tax return preparation, real estate advice, and property management, serving individuals, high-net-worth clients, companies, and trusts. The firm emphasizes asset allocation and uses a mix of no-load mutual funds, ETFs, and a concentrated stock strategy with discretionary rebalancing and tax-efficient solutions.
Scott M
ChFC®, Series 63, Series 65
Salt Lake City, UT
Scott Marsh Financial, LLC
Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.
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