Financial Mountain Inc. is a comprehensive personal finance firm. We are committed to making our clients' goals and dreams a reality. FMI is a fee-only financial planning and wealth management firm. Advisers at FMI receive no commissions from selling investment services or insurance policies. This removes commission-based incentives that are common with many other financial "planning" organizations.
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.
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.
Reviews
Be the first to review Financial Mountain.
Write a Review
