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Investing with a Purpose

Our mission is to empower you to take control of your financial future

Accessible, Experienced Professionals

We believe that money is just a means to enable you & yours to pursue what gives you happiness and fulfillment. We're dedicated to educating and empowering you with advice and plans that reflect your values and can help you toward your goals.

Our Services

The Combined Program

Our flagship service, combining both Financial Planning and Investment Management. An ongoing comprehensive relationship where we help build and implement plans and investments

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Financial Planning

We'll work with you to understand your current financial situation and how we can create a plan based on your values to acheive your goals

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Investment & Retirement Planning

We're here to help you understand how to best allocate your money in an investment portoflio, such as a 401(k)

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We offer complimentary, no-obligations intial consultations via phone, video chat, or in person

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Meet the Team

Breck Judd

Senior Financial Advisor

(435) 586-4129

breck.judd@ceterais.com

Breck is a Senior Financial Advisor serving the Cedar City, Kanab, Richfield, and Delta areas. He has been with State Bank of Southern Utah since 2016. Breck has a Bachelor of Science in Business Management and a minor in Mathematics...

Tyler Eliason

Senior Financial Advisor

435-652-7004

435-652-7024

tyler.eliason@ceterais.com

Tyler, is a Senior Financial Advisor serving the Washington County area with expertise in Retirement and Financial planning. Tyler grew up in Delta, but recently relocated to Southern Utah. He received his Associate Degree from Snow...

Educational Resources

Want to learn more about a specific topic? Here are the latest resources!

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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