Trusted Advisors: James Moyes

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RedStone Advisors LLC | 149 N 1200 E #110, Lehi    866-963-6973    redstoneadvisorsllc.com    info@redstoneadvisorsllc.com

Making financial decisions — whether personal or business — is tough. James Moyes and his team at RedStone Advisors LLC in Lehi understand this.

   For more than a decade, James has been helping individuals, families and businesses make well-informed decisions about making money work.

   “Our roll as financial advisors is to sit on the same side of the table as the client,” he says. “If the client is the CEO, we’re the CFO — and we bring in the legal and accounting departments as needed to make strategic and well-informed decisions. But, we always have the best interest of the client at the heart of what we do.”

   A Utah Valley native, James began working as a financial planner with Merrill Lynch in 2007 after finishing his MBA from Utah State University. However, with the financial collapse in 2008, he knew there was a better way to help individuals and businesses make the most of their finances.

   “I set out with two partners to create a firm that would always put the needs of clients ahead of products,” he says.

   James and his team at RedStone found success in consulting with businesses regarding retirement plan implementation and management, and the firm took off.

   “We specialize in making sure business owners have a retirement plan that not only makes the most financial sense for all parties, but also meets the fiduciary responsibilities the employer has to employees putting money in,” he says.

   For corporate and personal clients, the RedStone team makes it easy for both sides to decide if it’s the right “fit.”

   “We have ‘fit’ meetings where we discuss fees right up front and make sure that both sides can meet the expectations the other has for them,” James says.

   James then suggests they each take time to evaluate the meeting and move forward only after some time has passed.

   “Like other professional services, we have to know who our clients are and who they are not,” James says. “It needs to work for both sides.”

   This low-pressure approach leads to a relationship where trust and communication are paramount, which yields results.

   “We believe in face time with clients,” James says. “Even our smallest clients from other parts of the country will see us, face-to-face, at least once a year. Trust, of course, comes from results, but it also comes from relationships.”

(“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.  Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
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