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The mission of UMA Financial Services
is to improve the financial well-being and peace of mind of UMA member physicians by providing the best possible financial planning services.

 

How we deliver these results:

  • UMAFS is governed by a Board of Directors composed of Utah physicians and financial industry professionals who ensure products and services meet with established protocol.
  • UMAFS and its Board ensure objectivity and an unbiased environment by contracting with financial professionals who are paid a salary instead of a commission.
  • Our specialized and long experience working exclusively with Utah physicians and their families brings a unique expertise to our planning process.
  • UMAFS provides total wealth management solutions such as:

 

  • Retirement Planning
  • Cash Management
  • Investment Planning
  • College Funding
  • Insurance Planning
  • Estate Preservation

 

 

The only wealth management firm dedicated exclusively to Utah Physicians