Iron Mountain Financial is a different kind of financial advisory firm. We believe investors need to first identify their investment philosophy before they put one dime into an investment. By identifying investor beliefs in how the market works, we can recommend the correct investment portfolio.
As a registered investment advisory firm, we take the fiduciary standard very seriously. Being a fiduciary means we only make recommendations that are in our clients’ best interest. I use a simple rule of thumb; I wouldn’t recommend anything I wouldn’t do if I were in a similar situation or I would recommend to my mother to do. By making only recommendations that are in the best interest of our clients, our clients know we are on their side.
We also take into consideration tax consequences, potential legal liabilities and legacy considerations providing a holistic investment experience. While we do not provide tax or legal advice, we are aware of the impact these two factors have on investment portfolios. We partner with some of the best tax and estate planning professionals in the area to offer a more complete investment experience.
We don't show favoritism in our recommendations. We are not captive to any company, legally or psychologically, which means we are not obligated to offer any specific product or service. We continually review new products and services to ensure we are offering only the best solution to our clients’ financial challenges.
By abiding by the fiduciary standard and striving to provide holistic, objective advice, we help our clients achieve long term financial peace of mind.