A complete list of active advisors currently associated with Strong Mountains Financial Planning
Warmer can help you find a great advisor at Strong Mountains Financial Planning or one who fits your needs even better.
Strong Mountains Financial Planning LLC is a fee-only registered adviser serving individual and high‑net‑worth clients with discretionary investment management and both ongoing and project‑based financial planning services. The firm advises on common asset types including stocks, bonds, mutual funds and ETFs, and discloses it may address clients’ exposure to emerging asset classes; it was formed and registered in 2026 and reported no assets under management at the time of its ADV filing. The firm’s investment process combines asset‑allocation principles and Modern Portfolio Theory with a mix of passive and active strategies, and uses fundamental, technical and cyclical analysis to build portfolios tailored to client goals and risk tolerance. When engaged for investment management it generally acts on a discretionary basis and integrates financial planning into the client relationship, favoring long‑term holdings while permitting shorter‑term trades when deemed appropriate. Compared with many peers, the firm is newly formed and highlights an unusual combination of operations and background: the principal’s professional history includes senior information‑management roles and an insurance/risk‑management designation (CPCU), and the firm emphasizes employee‑benefits optimization and risk management in planning. Operationally, the firm does not aggregate or “block” trades for multiple client accounts, relies on institutional platforms (Altruist and Schwab) for custody and execution, and allows client‑directed brokerage with the attendant limitations noted in its brochure.
To learn more about the advisors currently working at Strong Mountains Financial Planning, 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 |
|---|---|---|
Colorado Springs, CO
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