Our Mission Statement

Business handshakeAt Western Mountain Financial Services our goal is to help clients pursue their financial objectives through a personalized approach to investment management, the financial planning process, wealth accumulation, and risk management.


Whether an individual, small business owner, or board member, our team strives to bring a disciplined process to your portfolio and financial plan. Our knowledge of the local economy and non-proprietary independence help us implement thoughtful strategies that leverage the vast resources of our Broker/Dealer, LPL Financial.