Wealth Management
About Us
Emery Financial Group is an independent wealth management firm located in Sandy, Utah. We focus on providing our clients with objective financial advice and we are dedicated to putting the needs and interests of our clients first. As a small and independent firm, we are able to provide very personalized attention to each of our clients.
Who We Work With
To us, it's not just about your money; it's about your life and your financial journey. We strive to understand how unique each of us are and we are here to help. Whether you are nearing retirement, currently in retirement, or just beginning to save, we want to be there to offer advice and guidance.
Our Team
Barclay Emery, AIF®
Financial Advisor
Barclay is the owner and founder of Emery Financial Group. He began his career in 2003, following the path of his grandfather. He has a Bachelors Degree in Finance which he earned at the University of Utah - David Eccles School of Business. Barclay's business has enjoyed steady growth primarily through personal and professional introductions. Barclay has built his reputation on integrity and his ability to understand and listen to each client's situation and goals. His passion lies in providing people with financial independence through planning and good decision making. He chose his profession because it gives him the ability to help people. He is confident that the valuable service he provides for his clients puts them in a better situation after doing business with him.
Education
University of Utah,
Bachelors Degree
in Finance 2003
Licenses
FINRA Series 7, 6, 63,, 22, 65
Life, Accident, Health,
and Variable Contracts
Accredited Investment Fiduciary Designation (AIF®)
Hobbies
Barclay is an avid golfer, enjoys traveling, and spending time with his wife Lindsay and their three daughters Katelyn, Abbie, and Charlotte.
Doug Emery
Insurance Advisor
Doug started his career in the transportation industry where he spent 34 years as a manager and mentor to many. He enjoyed a lot of success and built a reputation as a person who is trustworthy, dedicated and caring to all those around him.
In 2010, Doug made a major life change and joined Emery Financial Group as an insurance advisor. Doug has a unique ability to connect and help people. He has been a valuable addition and he brings proficient knowledge about the Social Security and Medicare markets.
Licenses
Life, Accident, Health, Medicare, and the Affordable Care Act
Hobbies
Doug enjoys traveling, going to classic car shows, spending time with his wife Lana and their four sons and their families.
Lindsay Emery, MSA
Accountant
Lindsay began her career in the self directed brokerage industry after earning her Bachelor's Degree in Finance from Westminster College. She worked as a corporate trainer for E*Trade financial and formerly earned her series 7, series 66, and series 24. Her position required travel and after she and Barclay began their family, decided finance was not where she wanted to be. While pregnant with her second daughter, Lindsay went back to school and acquired her Masters Degree in Accounting. She has experience with personal and business tax, payroll, financial report preparation, and more. She and Barclay have worked together over the years to grow Emery Financial Group into a business with a reputation they are both very proud of.
Education
Westminster College
Bachelor of Science
in Finance, 2002
University of Phoenix
Master of Science
in Accountancy 2010
Hobbies
Lindsay likes to read, especially historical fiction, has a unique love of creating Excel spreadsheets, and appreciates all kinds of animals. Above all, she loves being with her husband Barclay, and their three daughters: Katelyn, Abbie, and Charlie.