Helping high earning couples in their thirties make better decisions with money
MOUNTAIN RIVER FINANCIAL
We’re not your traditional financial planner. We provide fee-only planning and wealth management to high-income earning couples in their thirties who don’t have the time, or desire, to effectively manage their financial lives. We help them save more, reduce taxes, and maximize long-term wealth, so they can focus on enjoying life today, while preparing intentionally for an abundant tomorrow.
Let’s change the way your money flows.
Trying to coordinate all your finances can be confusing and is a cause of anxiety for many people. The same can be said for trying to find someone you can trust to take on this responsibility.
Our goal is to eliminate those feelings and replace them with peace-of-mind. As a fiduciary and fee-only planner, we’re committed to doing right by our clients.
No sales & no commissions. We are fee-only. Our fee structure is built on transparency and common-sense. We charge a flat annual fee that’s paid on a monthly basis.
We are legally bound to always act in your best interests. You can rest assured our recommendations are made because we believe they are the best course of action for you.
We serve as your unconflicted personal CFO. Our focus is on helping you achieve goals and build wealth. We have no quotas to meet or trips to win. The only boss we serve is you.
There are no one-size-fits-all plans here. We collaborate with you to create and implement fully customized plans tailored to suit your specific needs and goals.
