Established in 2005, Heaton Financial has earned its reputation with honestly, professionalism, and a deep dedication to personal service. We are an independent, fee only investment advisor in Southern Utah. We don’t believe in leaving your investment decisions in the hands of someone on the other side of the country. We’re different because we manage your investments locally, right here in Cedar City and Saint George, where we know you, and you know us.


Heaton Financial is committed to building and protecting the wealth of individuals, families and organizations throughout Cedar City, Saint George, and all of southern Utah. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our success is founded on trust, experience, and a track record of doing what’s best for our clients. As your financial advisor, we are straightforward in our advice, transparent in our fees, and responsive in our service.


Heaton Financial does not have a “one size fits all” approach for our clients. We approach every client as a separate individual that may have specific financial needs. Our process is simple, we listen to you, we understand your needs, and then we create and manage an investment portfolio that is customized for you. We strongly believe that independent, fee-only financial advisors provide the best solution for those seeking in-depth professional guidance.