A complete list of active advisors currently associated with Red Mountain Financial Partners

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

Red Mountain Financial Partners advises primarily high-net-worth and individual clients and also serves corporate clients, providing fee-based investment advisory services including discretionary portfolio management, financial planning, and hourly consulting. Services described in the brochure include investment strategy development, asset allocation, asset selection, risk tolerance assessment, and regular portfolio monitoring across public securities. The firm emphasizes continuous account supervision and tailors strategies to each client's objectives, using a combination of technical, fundamental, cyclical, and charting analysis to formulate investment decisions. Portfolios may include equities, fixed income, ETFs, and options, and the firm discloses the use of conservative options strategies (covered calls, protective puts and spreads) and the limited use of margin borrowing in separately managed accounts. Compared with many peers, Red Mountain Financial Partners manages over $225 million on a discretionary basis with a small advisory team and cites a Chartered Market Technician background among its leadership that supports its technical-analysis focus. It operates through an LPL Financial custodial and broker/dealer relationship that supplies execution, reporting, and practice-support services and creates disclosed platform-related conflicts of interest.

To learn more about the advisors currently working at Red Mountain Financial Partners, 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
Cara Flynt	Durango, CO	19
David Rick	Durango, CO	27
Michael Warren	Durango, CO	33

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