Frequently Asked Questions

There is no cost nor obligation for our first consultation. We will use this opportunity to get to know each other and determine if it would be a good fit to work together. I can answer any questions you may have and explain how I work. The client-advisor relationship is built first on the building blocks of trust, honesty, transparency, and mutual respect. Only once we lay these blocks can we start talking about fees and in-depth financial plans or wealth management.

In simple terms, a fiduciary is someone that acts in the best interest of another through a legally-binding oath. Instead of putting their own interests first, a fiduciary must put the other person’s interests ahead of their own. Within the context of financial advice, a fiduciary financial advisor can only recommend financial products to a client if it is in the complete and total best interest of the client.

Absolutely. Blue Mountain Wealth Management is a fee-based fiduciary advisory firm that places clients’ interests first and provides complete transparency regarding fees and services. You will never have to doubt or second-guess our intentions or question whether or not your financial plan is suited to your unique needs.

Let’s be honest—navigating the world of personal finance can be overwhelming. With so much conflicting information out there, it’s hard to know who to trust or what steps to take. And with everything else on your plate, it’s unlikely you have the time to sort through it all.

Your financial future is too important to leave to guesswork or quick fixes. That’s why having a trusted advisor—someone who understands the complexities of the financial landscape and stays current with the latest strategies and tools can make all the difference.

At Blue Mountain Wealth Management, we’d love to help everyone—but we know our time and expertise are best used where we can make the greatest impact.

We work best with individuals and couples who are looking for a long-term relationship with a fiduciary advisor—someone who puts their interests first. If you have a vision for your future and value personalized guidance, we’re here for it. Our clients tend to be driven, thoughtful, and ready to take ownership of their financial journey.

Our specialty is helping people in the “Retirement Red Zone”—the 10 years before retirement and the first 5 years into it. This is a crucial window where the right planning can make all the difference. We focus on creating tax-efficient retirement income strategies designed to be sustainable, secure, and tailored to your goals.

We’re a great fit for diligent savers who’ve built between $100K and $2M in investable assets and want to be intentional about creating income they won’t outlive—while also keeping more of what they’ve earned. If your goal is to minimize taxes in retirement (yes, even down to 0% in some cases), you’re speaking our language. 

Our clients appreciate thoughtful, tailored planning—not one-size-fits-all solutions. They like to stay informed, explore options, and be involved in the process. They also tend to be more hopeful than fearful about the future—and we love that.

Your money is always held in accounts under your name in a large, well-established institution, Charles Schwab. Your money will never be held in any account under my name or anyone else’s.

We meet in whatever way works best for you—virtually or in person. While we prefer online meetings through Zoom or Google Meet for their convenience and efficiency, we’re always happy to meet face-to-face at one of our office locations if that’s your preference.

Our first meeting will leave you with either good news—or great news. If everything’s already on track, that’s great! And if there are areas where we can help you improve, that’s good too—because now you’ll know exactly what steps to take moving forward.

Just click the button below to schedule a Google Meets video call, phone call or office visit. We are looking forward to meeting you.