Blue Mountain Financial Planning

Overview

Blue Mountain Financial Planning is an independent, single-owner registered investment advisory firm organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates on an hourly and fixed-fee schedule rather than percentage-of-assets billing, which aligns with a planning-first approach and implies work scoped around defined projects or ongoing advisory engagements. Investment activity is concentrated in pooled public vehicles rather than direct management of private or niche strategies. The firm does not position itself as an allocator to external alternative fund managers, is not an active ESG investor, and is not set up as a multi-state advisory platform. Given the small client roster and fee model, the practice appears oriented toward hands-on planning and fund-based portfolio implementation for a limited number of higher-balance households.

Assets & Accounts

Investments & Alternatives

Location & Offices