Financial Mountain Inc. is a Wealth Management Firm that manages all aspects of one’s financial situation. FMI utilizes all types of growth strategies and financial investments to help our clients reach their financial goals. FMI’s registered investment advisors are fiduciaries who utilize modern analysis tools to ensure the maximum potential of all investments. FMI has over 25 years of experience in Wealth Management and offers Fee-only planning services.

Financial Mountain Inc. is a complete solution for all of your financial needs. We work with you to help you achieve your financial goals. FMI is a fee-only firm. We do not sell any investment product or policy that we consult or advise on. This means that we receive no commissions from selling an investment or insurance policy. This minimizes conflicts of interest that may be common with other firms. FMI pledges to maintain all fiduciary responsibilities for our clients. This fiduciary standard is what makes a NAPFA advisor the best choice for achieving your financial dreams. Your financial situation will always be our top priority, and we will always be there to help guide you through the complex financial landscape.

At Financial Mountain, we believe in honesty, security, and transparency. All assets are held at a third-party custodial firm. Client statements are delivered to the clients directly from the custodian and quarterly statements are provided from FMI. This ensures the security of your assets while alleviating the concern for fraud. This structure creates a system of checks and balances and lets you worry about the important things in life.