Financial Mountain Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. Services include customized portfolio management, ongoing monitoring, and written plans addressing cash flow, retirement, tax, and estate matters.
The firm tailors investment programs to each client’s objectives and risk tolerance using fundamental and technical analysis alongside modern portfolio theory. Portfolios may employ a range of techniques — including options, margin, short sales, leverage, and other derivatives — and the firm performs periodic rebalancing and looks for tax-loss harvesting opportunities under discretionary authority.
Noteworthy for a small advisory team, the firm has operated since 1991 and manages over $100 million for roughly 127 clients, producing a relatively high assets-under-management per advisor. The firm manages accounts directly (it does not select external managers), allows client-directed brokerage in limited situations, and may waive fixed planning fees if a client implements recommendations through the firm, a practice the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fee financial planning and consulting, up to $5,000 depending on complexity
$0 - $150,000: 1.50% $150,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% Over $2,000,000+: 0.80%
Fee-only: Fixed fees for financial planning and consulting, up to $5,000 depending on complexity
Main office
1035 Pearl Street Suite 414
Boulder CO 80302
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Reid M
Series 65
Boulder, CO
Financial Mountain Inc
Reid Mcintyre is a financial advisor at Financial Mountain Inc in Boulder, CO, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Mountain since 2007. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning, offering customized portfolios and written plans that address cash flow, retirement, tax, and estate matters. The firm uses a range of investment techniques under discretionary authority and manages over $100 million for approximately 127 clients.
Robert Z
CFP®
Boulder, CO
Financial Mountain Inc
Robert Zimberg is a CFP® professional with 27 years of industry experience. He has been with Financial Mountain Inc. in Boulder, CO, since 1991. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. The firm customizes portfolios using fundamental and technical analysis alongside modern portfolio theory, employing techniques such as options, margin, short sales, and derivatives under discretionary authority.
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