A complete list of active advisors currently associated with Mountain Vista Wealth Management

Warmer can help you find a great advisor at Mountain Vista Wealth Management or one who fits your needs even better.

Mountain Vista Wealth Management is a small, fee-only advisory firm that manages roughly $53 million for about 60 clients, primarily individuals (including high‑net‑worth households) and a limited number of employer-sponsored retirement plans. The firm provides portfolio management and comprehensive financial planning services, offering both ongoing investment management and stand‑alone planning engagements. The firm builds individualized Investment Policy Statements and implements a mix of active and passive strategies, using fundamental, technical and cyclical analysis to guide portfolio construction and rebalancing. Financial planning is offered through either an ongoing retainer model with continuous access to a planner or an hourly consulting model, and the firm’s stated investable universe includes traditional securities as well as a range of alternative investments. Compared with many peers, Mountain Vista regularly offers public educational seminars and speaking engagements that are described as non‑transactional and provided at no charge, a service fewer supported firms provide. The firm also provides employee benefit plan advisory services and documents a breadth of analytical approaches and access to alternative asset types for a firm of its size, and its principals maintain industry professional credentials.

To learn more about the advisors currently working at Mountain Vista Wealth Management, 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.