Mountians and Lake

Company Profile

Registered as a Fiduciary Advisory Firm with over 25 years experience.  A "fiduciary" is legally required to place their clients' financial interests before their own.  Note:  Not all financial firms adhere to the fiduciary standard, but rather the lower "suitability" standard.

The fiduciary standard is our guiding path.  You benefit by receiving unbiased investment management, and the development of a personal financial plan to meet your own goals, and no one else's.  

Move forward on your financial journey with confidence by working with a Certified  Financial Planner™ with over 25 years of  experience.

Certified Financial Planner™

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.