A complete list of active advisors currently associated with Mountain Sky Investment Advisors

Warmer can help you find a great advisor at Mountain Sky Investment Advisors or one who fits your needs even better.

Mountain Sky Investment Advisors is a state‑registered independent investment adviser that offers discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm typically constructs portfolios using low‑cost, diversified mutual funds and ETFs (and may use individual stocks, bonds or options) and charges percentage‑of‑assets advisory fees consistent with many independent firms. The firm describes a customized, fiduciary‑focused approach that combines fundamental and technical analysis for long‑term portfolio construction, regular monitoring, and periodic rebalancing; it also advises on retirement accounts and may recommend reallocations for tax or concentration reasons. MSIA provides written reports and coordinates with custodians for account custody and fee billing, and it may refer clients to outside specialists as part of planning engagements. What distinguishes the firm is its set of affiliated, non‑advisory businesses and recent start‑up status: the principal operates an affiliated real estate brokerage (Mountain Sky Realty) — an uncommon affiliation for independent advisors — as well as Mountain Sky Tax Service, Mountain Sky Life (insurance), and a natural medicine practice (Mountain Acupuncture), all disclosed as potential sources of referral conflicts. The adviser was formed and registered in 2026, currently reports no assets under management, and discloses institutional relationships with Interactive Brokers and Altruist that provide software and operational benefits.

To learn more about the advisors currently working at Mountain Sky Investment Advisors, 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.

Name	Location	Years of experience
Matthew Kreitzer	Santa Fe, NM	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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