stars 1 stars 2 stars 3

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 Questions

The Heaton Financial annual revenue was $10 million in 2026.

Heaton Financial is based in Saint George, Utah.

The NAICS codes for Heaton Financial are [5239, 523, 52, 52393].

The SIC codes for Heaton Financial are [62, 628].

G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users