Salt Lake City, UT Office

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.