A complete list of active advisors currently associated with Mount Ararat Financial Services LLC

Warmer can help you find a great advisor at Mount Ararat Financial Services LLC or one who fits your needs even better.

Mount Ararat Financial Services provides financial planning and portfolio advisory services to individual clients, including high‑net‑worth individuals, with a stated mission of serving Armenian‑American clients. The brochure describes a one‑time Comprehensive Financial Plan, an Ongoing Financial Planning subscription (also available on an hourly basis), and an Investment Fund Selection service to identify replacement mutual funds or ETFs. The firm’s investment approach emphasizes Strategic Asset Allocation and Modern Portfolio Theory, focusing on long‑term strategies tailored to each client’s goals, constraints, and risk tolerance. Mount Ararat Fin Svc does not accept discretionary trading authority and manages client assets on a non‑discretionary basis, while offering implementation assistance and, with informed client consent, trade execution through custodians such as Schwab Institutional or Altruist for subscription clients. Noteworthy features include a complimentary Morningstar Direct screening service to detect fund exposure to Azerbaijan or Turkey and a Code of Ethics that states the firm will not recommend investments in those countries. The firm also departs from the common percentage‑of‑AUM fee model by using fixed, subscription, and hourly fees collected in advance, and it operates with a small client base and non‑discretionary assets.

To learn more about the advisors currently working at Mount Ararat Financial Services LLC, 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.