Logan, Utah Office

506 W. 100 S.
Providence, UT 84332

Phone: (435) 787-7102

Fax: (385) 420-7452

Ty Smith

Ty Smith

Wealth Advisor

Logan, Utah

  • Ty supports individuals, families, and business owners through comprehensive financial planning. He focuses on building strong relationships and helping clients navigate key financial decisions. Ty collaborates closely with senior advisors to align planning, investment management, and ongoing service.

  • Ty began his career as a financial planning intern assisting with plan preparation and client meetings. He later transitioned into a client-facing role supporting retirement planning, investment analysis, and tax-efficient strategies. He also coordinates with estate and tax professionals for more complex planning needs. Ty earned a B.S. in Finance with a minor in Personal Financial Planning from Utah State University, and a master’s degree in Financial Planning and Analytics from Utah Valley University.

  • Ty chose financial planning to help people feel confident and supported during meaningful financial decisions. His goal is to provide clear, practical guidance while building long-term relationships grounded in trust, education, and consistent follow-through.

  • Outside of work, Ty enjoys time with his wife, family, and friends. He takes full advantage of Utah’s outdoors through snowmobiling, dirt biking, boating, and golfing.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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