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Southern Utah Financial Planning, Rooted in Richfield
From our office in Richfield, ApexFlow Wealth Management helps Southern Utah families, retirees, and business owners turn their goals into a clear, purpose-driven financial plan.
Meet Your Southern Utah Team
Jaden Gurney
Founder | President | Wealth Advisor – RJFS
Raised on a working cattle ranch near Salina, Jaden brings more than 12 years of financial services experience to clients across Central and Southern Utah, with a focus on retirement income planning and business succession.
Elisa Meacham
Client Service Associate
Elisa helps Southern Utah clients with scheduling, account questions, and day-to-day service, so working with our Richfield office stays simple and personal.
The ApexFlow Difference
Why Southern Utah Families Work With ApexFlow
Local Roots
Our Richfield team grew up here and understands the people, industries, and values of rural Utah.
One Connected Plan
Investments, retirement, taxes, land, and family business decisions are coordinated in one strategy.
Straight Talk
Clear, honest guidance without the jargon, so you always know where you stand and why.
Long-Term Relationships
We check in, adjust, and stay with you as your family, business, and goals change over the years.
Financial Planning Services for Southern Utah
Retirement Income Planning
Whether you are planning to retire in Richfield or spend your winters in St. George, we build a dependable income strategy around the life you want. That includes when to claim Social Security, which accounts to draw from first, and how to keep your cash flow steady year after year.
Estate and Legacy Planning
Many Southern Utah families have land, a ranch, or a business they hope to pass on. We help you plan how those assets transfer and put a plan in place that gives the next generation clarity instead of questions.
Tax-Smart Strategies
What you keep matters as much as what you earn. We look for ways to manage taxes across your accounts, time withdrawals thoughtfully, and make investment decisions with the tax impact in mind.
Business Owner and Succession Planning
From family farms to growing companies, owning a business in Southern Utah comes with big decisions. We help you plan for succession, prepare for a sale or handoff, and connect your business goals to your personal financial future.
Communities We Serve in Southern Utah
Life in Southern Utah runs on hard work, family, and long-term thinking, and your financial plan should too. Our Richfield office works with individuals, families, ranchers, and business owners in small towns and growing cities from Sevier Valley to Utah’s Dixie. Whether you are in Sevier County, Cedar City, or St. George, our team is here to help you make confident decisions about your money and your future.
Richfield
Salina
Monroe
Manti
Ephraim
Beaver
Panguitch
Cedar City
St. George
Washington
Hurricane
Kanab
ApexFlow Wealth Management · 65 W Center St. Ste B, Richfield, UT 84701 · 435-893-6151
More From Our Richfield Team
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