A complete list of active advisors currently associated with Blue Mountain Financial Planning

Warmer can help you find a great advisor at Blue Mountain Financial Planning or one who fits your needs even better.

Blue Mountain Financial Planning is a state-registered, independent advisory that provides ongoing financial planning with discretionary investment management, along with project-based and hourly financial planning services for individual and high-net-worth clients. The firm manages approximately $7.47 million for a very small client base (seven clients) and structures ongoing relationships as subscription engagements with continuous planner access. The firm primarily uses a passive, asset-allocation approach built with index mutual funds and ETFs, emphasizing diversification and tax-aware asset location while tailoring portfolios to clients’ objectives, time horizon, and risk tolerance. Investment management is implemented on a discretionary basis and accounts are reviewed at least quarterly, with an annual comprehensive plan update for planning clients. What distinguishes the firm from many peers is its fee model: it generally does not bill based on a percentage of assets under management and instead relies on fixed monthly or quarterly subscription fees for ongoing services and fixed or hourly fees for project work, a billing approach that is less common among independent advisers. The principal also operates a separate financial-education business and discloses occasional cross-referrals between the two entities in the brochure.

To learn more about the advisors currently working at Blue Mountain Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.