Welcome Utah Physicians

UMA Financial Services, Inc. offers Utah physicians, in active practice or retired, a full range of financial products and services. Our primary focus is to assist our clients in meeting their life goals through the proper management of their financial resources. Our success is not measured by performance statistics but rather by our clients` success in achieving their personal financial goals.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks, pay too much in management fees and fail to adequately protect their assets. That's where UMA Financial Services can help. Our goal is to take the mystery out of investing, managing risks, preparing for retirement, and preserving your wealth.

Phone:   801-747-3500         

Email:    umafs@umafs.org