A group of campers at night sitting around a fire at the base of a mountain in the desert.

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Dave is a CERTIFIED FINANCIAL PLANNER™ professional, has earned the Chartered Financial Consultant® (ChFC®) designation, and has been in the financial services industry for over 16 years.

Dave is committed to continually honing his craft and is currently pursuing the Certified Kingdom Advisor® (CKA®) designation.

What is a fiduciary?

A fiduciary is a professional, in this case offering planning or investment advice, who is committed to putting the client’s best interests first at all times.

Yes – High Mountain Financial acts as a fiduciary 100% of the time.

Furthermore – we believe that commission based sales inherently create a massive conflict of interest – therefore we do not accept any commissions or sell any financial products such as life insurance or annuities.

While many wealth management firms only value clients who have a ‘minimum’ amount of investable assets, we do not have minimums.

We understand that every client has unique circumstances. Regardless of where you are starting from – our goal is to help you get from where you are to where you want to be in the future.

Of course! Because we operate as a virtual firm we are equipped to work with clients across the United States.

As long as you live in the United States and have internet service – we can work together!

Feel free to book a 30 minute virtual chat to get to know each other by clicking HERE.

Yes we do!

We offer investment management services for our clients as a separate service or as part of our ongoing financial planning service.

You can learn more about our services by clicking HERE.

We believe investors are best served with an investing model that embraces the Nobel Prize winning academic science of investing, while rejecting the traditional investing model that relies on investing predictions of the future.

You can learn more about the academics of investing that our models are based on by clicking HERE.

The best way to learn about the science of investing is to attend one of our workshops. We offer educational webinars on a regular basis. To register for an upcoming webinar click HERE.

Absolutely! We don’t discriminate in any way.

The most important criteria for our working together is that we are a good fit. If what you have read so far on this site lands with you odds are we would be a match.

The best way to determine if we would work well together would be to book a complimentary session to see how we click – CLICK HERE.

Because we work with most of our clients on a virtual basis we are able to provide more affordable pricing than many other ‘traditional firms’.

We have several different options depending on your needs.

We pride ourselves on total transparent pricing with no surprises.

To take a look at our fees for all the services we provide click HERE.

The next step is for us to have a 30ish minute chat to get to know each other and see if we would be a good fit.

You can choose a time that works for you on my calendar by clicking THIS LINK.

STILL HAVE QUESTIONS?

Can’t find an answer to your question in our FAQ?

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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…

OUR SERVICES

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