Our story

Who we are & how it all started

October Mountain Financial Advisors was founded in 2015 with a vision to bring comprehensive wealth management to the heart of the Berkshires and beyond. While many firms assign clients to individual advisors, we operate as an integrated team—bringing together investment professionals, financial planners, trust officers, and administrative specialists who work collectively to address every aspect of your financial life. As fiduciaries, we are legally and ethically bound to put your interests first, and our entire team is committed to this standard of care.

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Team-Based
Our clients don't just have an advisor; they have an entire team dedicated to their success. This collaborative approach ensures that every aspect of your financial life receives specialized attention while maintaining seamless coordination across all services.
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Integrated
Our unique relationship with Lee Bank allows us to offer coordinated banking and wealth management services under one roof. This integration makes our clients' financial lives simpler and more efficient, whether they're managing day-to-day banking needs or complex estate planning strategies.
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Community-Focused
We serve the Berkshires' distinctive blend of year-round residents and seasonal homeowners, from business leaders and cultural enthusiasts to families drawn by the region's natural beauty. Our expertise extends throughout New England, serving clients who value sophisticated strategies with genuine personal attention.
Our Corporate Brochure

Your journey begins here

What truly sets us apart is the depth of our relationships. As part of the St. Germain Wealth Management Group, we continue to honor our founder’s vision while embracing innovation. Our story is really about your story—helping you write the next chapter of your financial journey with confidence and peace of mind.

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