PLAN WISER, INVEST SMARTER, LIVE BETTER
We Help Professionals & Entrepreneurs Who Love The Outdoors
Grow And Protect Their Wealth – While Living A Life They Love
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DON’T MAKE THESE MISTAKES!!!
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‘7 Money Mistakes Every Outdoor Enthusiast Should Avoid’
MEET DAVE, FOUNDER OF HIGH MOUNTAIN FINANCIAL
Hi, I’m Dave!
David A. Fowler, CFP®, ChFC®
Welcome and thank you for paying us a visit on our site!
I’ve been in the financial industry for over 16 years and during that time have seen how most financial firms treat people like numbers, caring more about the firm’s bottom line and meeting sales quotas then their client’s best interests, all the while using cookie cutter solutions in an assembly line fashion (when your only tool is a hammer everything looks like a nail).
I founded High Mountain Financial to disrupt that paradigm. At HMFC our focus is helping our clients plan wiser, invest smarter, and live a life they love.
An outdoor enthusiast myself – I help successful people who love the outdoors plan their finances and invest their money in order to maximize and protect their wealth, so they don’t have to worry about running out of money – while continuing to live a life that inspires them.
If you are tired of hearing the same old advice from one of the countless look-a-like suit and tie clones who care more about the commission they will make than serving your needs – and instead want a relationship based on professionalism, integrity, and transparency with someone who will get to know what you and your family REALLY want out of life – and then collaborate with you to craft a plan to get you there – you’re in the right place.
WHY CHOOSE HIGH MOUNTAIN FINANCIAL?
As a Virtual CFP® professional, we help you align your money with your life, so you can spend less time worrying about your finances and more time doing what you love.
How we stand out from the rest…
As a fiduciary we are obligated to always act in a manner that puts the interests of our clients first. This ensures we are on the same side of the table. We work together to make well-informed decisions regarding what is best for you and your family.
Fee only means 100% of our compensation comes directly from the clients we serve. We do not accept commissions or incentives from selling financial products to our clients. That way we eliminate the inherent conflicts of interest that advisors who sell insurance and annuity products face.
The CERTIFIED FINANCIAL PLANNER™ designation is 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’s why partnering with a CFP® professional can give you confidence today and a more secure tomorrow.
As virtual CFP® practitioners we are not location dependent. Although based in New Jersey, we are able to work with clients across the entire United States. By leveraging technology and meeting virtually we are able to save you both time and money. This makes the planning process more enjoyable, productive, and efficient.
Many advisors rely on speculation and predictions about the future when picking investments for their clients. We do not. We believe investors deserve globally diversified portfolios based on Nobel Prize winning academic investing research and principles.
At High Mountain Financial we work with people who love the Great Outdoors. We create and manage a plan for both time and money that actually works for you. This allows you and your family the freedom to enjoy more of the experiences you long for. Regardless of how the outdoors calls you – we get you – because we love the outdoors too.
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HOW WE CAN HELP YOU
We understand that as an outdoor enthusiast you have dreams, hopes, and goals for the future that are unique and distinct to you and your family. We collaborate with you to create and manage an individualized plan for both time and money that actually works for you – allowing you and your family freedom to enjoy more of those meaningful experiences where lifetime memories are built.
Working together, through comprehensive financial planning and investment management, we will construct a plan designed to help you hit those milestones that get you and your family what you want out of life.
Want to explore how this may look for your particular circumstances? Click the button below to explore our services and how we can help you…
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