MOUNTAIN RIVER FINANCIAL
Mountain River Financial is a fee-only fiduciary financial planning and wealth management firm located in Abington, Pennsylvania. We specialize in helping successful professionals attain their financial freedom. Our clients are typically good savers who are entering their prime earning years and have an eye toward the future. We help them convert their investments, income sources, and employer benefits into a cohesive game-plan so they can live the life they want today while feeling confident in their tomorrow.
Let’s change the way your money flows.
As the founder of Mountain River Financial, my mission is to change the way people receive financial advice. I often meet people who feel overwhelmed by the complexity of their financial picture, confused by the terminology and jargon they hear, and unsure who they can trust to provide them with the right advice.
That’s why I started a firm that redefines what it’s like to work with a financial planner. From the language we use in client meetings, to our transparent and common-sense fee structure, you’ll find that we do things differently at Mountain River.
No hard sales & no commissions. We are fee-only and our fee structure is built on transparency and common-sense. We charge a fixed annual fee that is paid either monthly or quarterly.
We are legally bound to always act in your best interests. It’s that simple. You can rest assured our recommendations are always made because we believe they are the best course of action for you.
We serve as your unconflicted personal CFO. Our sole focus is helping you achieve goals and build wealth. We have no sales quotas to meet or trips to Mexico 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 help implement customized plans tailored to suit your specific needs and goals.