A key detail about us is this: the assets that matter the most are our clients and our colleagues. Because of this commitment, we’ve created a culture that encourages dialogue across all our departments.
From our managing director to the portfolio managers, our financial advisors to client services, all clients have access to the decision makers and professionals who manage your investable assets.
Our knowledge and experience covers 4 areas: portfolio management, financial planning, trust and banking services*
The values we nurture–trust, honesty, transparency, working in your best interest–are shared by each of us.
That’s what October Mountain Financial Advisors is all about.
*Trust administration and banking services are provided through an alliance with Lee Bank.