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Call Us Today: 435.637.5433 or 800.773.1848|Se Habla Espanol
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 * Home
 * Wealth Management
   * Financial Calculators
   * Market Watch
 * Insurance
   * Business Insurance
   * Health Insurance
   * Auto Insurance
   * Life Insurance
   * Home Insurance
   * Insurance Calculators
 * Taxes
   * Tax Calculators
   * Chiropractors
   * Outsourced CFO Services
 * Bookkeeping
 * Careers
 * Get Quote
 * Blog Posts
 * Contact
 * English
   * English
   * Español




 * STRATEGIC WEALTH SOLUTIONS
   
   
   
   
   
   MAXIMIZE RETURN - MINIMIZE RISK
   
   
   

Wealth ManagementJake Mellor2020-12-10T03:25:48-07:00


THOUGHTFUL FINANCIAL PLANNING

Need help with a basic budget? Want to learn more about the stock market? Ready
to expand your established portfolio? Our experts are here to help you
accomplish your financial goals.

We are committed to maintaining the highest standards of integrity and
professionalism in our relationship with you, our client. It’s our mission to
help clients demystify their financial lives and achieve their financial dreams.
We endeavor to know and understand your financial situation and provide you with
only the highest quality information and services to help you reach your goals.







INDEPENDENCE = OPTIONS

As an independent firm, we offer objective solutions from a wide variety of
insurance and investment carriers. Our clients include high net worth
individuals, their families, businesses and associated business interests.

We are unique in our personal approach and in the collaborative relationship
that we form with each of our clients. Together with our clients we establish
individual priorities, develop an appropriate plan of action, and implement a
customized, tax-efficient investment strategy designed to achieve desired
results.




OUR GOAL IS TO EDUCATE YOU

Our mission is to help our clients realize their financial goals while
minimizing their exposure to unnecessary risk. We focus on building portfolios
to help meet their needs while emphasizing consistent returns.

We want you to understand the opportunities and potential rewards that are
available when you take a proactive approach to your personal financial
situation. We want to help you gain a better understanding of the financial
concepts behind investing, retirement, estate planning, and wealth preservation.
Most important, we hope you see the value of working with skilled professionals
to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management
and to give you fast, easy access to market performance data.




YOUR ADVISOR







JAKE MELLOR, MBA, CFP®

OWNER, FINANCIAL ADVISOR



Jake was born in Price, Utah. His parents moved shortly after he was born. He
grew up in Fayette, Utah. He graduated from Gunnison High School in 2003. He
graduated from Snow College with an Associates degree in 2004. He then served a
mission for The Church of Jesus Christ of Latter-Day Saints in Tampico, Mexico.
He is fluent in English and Spanish. He graduated from SUU with a Bachelors
degree in Finance in 2010 and with a Masters of Business Administration in 2011.
He married Mikaleen Loveless Mellor in 2008. They have one daughter.

He worked in Southern Utah serving clients and gaining valuable experience while
attending college. He returned to Price to start his own business and built an
office in 2011.

Jake dedicated himself from 2009-2012 to gaining work experience, improving his
skills, and continuing his education working towards becoming a CERTIFIED
FINANCIAL PLANNER™. In September of 2012, Jake completed this process and is now
a CFP®. His gained experiences allowing him to see the whole financial picture,
not just one area of it. He is currently serving clients across the state of
Utah.





PLAN FOR THE FUTURE








WE RECOMMEND



 You Need A Budget software can help you gain total control of your money.



> “The service was truly an amazing experience, super quick and accurate,
> answered all the questions no one else has been able to answer. They have my
> families business for life.”

Jerilyn Ibañez




LEADING MINDS. LATEST PUBLICATIONS.





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Jake Mellor2020-12-15T00:06:01-07:00

DEMOGRAPHIC DILEMMA

Jake Mellor2020-12-15T00:06:01-07:00August 3rd, 2017|0 Comments

It's no secret that the demographic profile of the United States is growing
older at a rapid pace. While [...]





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Jake Mellor2020-12-15T22:14:02-07:00

ETFS OR MUTUAL FUNDS: WHAT’S THE DIFFERENCE?

Jake Mellor2020-12-15T22:14:02-07:00August 3rd, 2017|0 Comments

Mutual funds are still king of the investment world, but exchange-traded funds
(ETFs) have become increasingly popular over the [...]





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Jake Mellor2020-12-17T01:36:49-07:00

DEFICIT TRADING: THE IMPORT/EXPORT IMBALANCE

Jake Mellor2020-12-17T01:36:49-07:00August 3rd, 2017|0 Comments

The U.S. trade deficit is a consistent and often controversial topic in
Washington and the business community. As the [...]





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Jake Mellor2020-12-10T23:03:08-07:00

LOW VOLATILITY: CALM BEFORE THE STORM?

Jake Mellor2020-12-10T23:03:08-07:00August 1st, 2017|0 Comments

The U.S. stock market has been unusually calm in 2017, while gradually trending
upward. Through July 28, 2017, the [...]






CALL OUR EXPERTS TODAY 435.637.5433 or 800.773.1848



Jake Mellor is an Investment Advisor Representative (IAR) of OWLFI RIA located
at Lenexa, Kansas. OWFI RIA is a Registered Investment Advisory Firm (RIA).
Marketable securities and investments are offered through OWLFI RIA.

The following businesses and services are not affiliated to OWLFI RIA:

Tax & Accounting services are provided through AlphaMark Tax, Strategic Tax
Solutions and/or other affiliated tax filing or tax consulting businesses.
Property & Casualty Insurance is offered through Strategic Insurance Solutions.
Life insurance is also offered through Strategic Insurance Solutions. AlphaMark
Capital provides due diligence reviews and analysis on capital projects in
preparation for private funding interests. All said firms are unaffiliated with
OWLFI RIA. Neither OWLFI RIA or its representatives while acting in such
capacity provide tax or legal advice and nothing herein should be construed as
such. Always seek your own independent counsel regarding your specific
circumstances.

All content on this site is for informational purposes and should not be
considered investment advice. Material presented is believed to be from reliable
sources but no representations are made by our firm as to another party’s
informational accuracy or completeness.



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