Client Login

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Use My Client Portal for convenient Single-Sign-On Access

OR log-in separately with the Personal Wealth Center & TD Ameritrade links.

Contact Us with access questions or Schedule an Update Meeting.

My Client Portal - (Single Sign-On)

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Current account information
Quarterly Advisory Reports
TD Ameritrade statements
Tax documents & trade confirmations
Access to Personal Wealth Center (eMoney)
Mobile Site Access

Personal Wealth Center (emX/eMoney)

Daily Balances for all linked financial accounts
Balance Sheet & Cash Flow Reports
Private Budgets & Spending Tools
Secured Document Vault
Mobile Site Access via quick PIN log-in

(Can also be accessed via My Client Portal)

Direct TD Ameritrade (TDA) Account Access

TD Ameritrade accounts only
Real Time Investment Values & Transactions
Individual Monthly Account Statements
Tax Documents
Mobile Device Access via AdvisorClient App

(Documents can also be accessed via My Client Portal)

Latest Blog Post

Should I be Worried About my Cash at the Bank?

March 13, 2023

Should you be worried? How should you protect your cash? What makes Silicon Valley Bank's situation unique? The sudden collapse of SVB created a lot of anxiety, is this isolated event or something that could spread?

FDIC Insurance & Other Cash Management Options

March 13, 2023

With recent events, now is a great time to review the Federal Deposit Insurance Corporation (FDIC) coverage limits and other cash management strategies available when holding cash in excess of these limits.

What Would You Attempt if You Knew You Could Not Fail?

March 13, 2023

This sign has always found a place on display where I can see it nearly every day. This seemingly simple question can take on much deeper roots. What would YOU do? And how do we move from fearing failure to blazing our own path?

Featured Team Member

Brian Worley, CFP®, CPWA®

Schedule with Brian

Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients work toward achieving their goals by developing personalized financial plans and portfolios.

Terra J. Thurgood, CFP^®, CDFA^®

Schedule with Terra

Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.

Jack L. Griffin, EA/LTC

Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.

Barry T. Watson, CFP®

Schedule with Barry

Barry enjoys using his unique skill set to help clients gain financial freedom. He has significant experience with portfolio management, investment analysis, tax, estate, and financial planning.

Shandon Johnson, CFP^®

Schedule with Shandon

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University in 2017 and his CFP® certification in 2021.

Courtnee Hansen

Courtnee will most likely be the first voice you hear on the phone and the first person to greet you at our office. Her friendly personality provides a warm welcome, whether in person or over the phone.

Julie Pos

Julie Pos is the newest member of the Martin Worley Group. As a 20+ year mortgage professional, she brings practical experience within the financial sector and a passion for strong client relationships.

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Office:	801-568-9788
Toll-Free:	800-565-9788
Fax:	801-568-6879