Blue Mountain Financial Planning (BMFP) provides ongoing financial planning and investment management services, as well as hourly and project-based financial planning. For ongoing planning, clients work with a planner to develop and implement a plan, with continuous access and regular monitoring. Investment management is included at no additional charge with ongoing financial planning. BMFP also offers project-based planning on topics such as retirement, risk management, and college savings.
Assets Under Management$5.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.4M
Fee Structure
Planning is included in investment management (also available separately)
Investment management is included at no additional charge for clients who engage in ongoing financial planning services.
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