Blue Mountain Wealth Management is a fee-only financial advisory firm serving individuals and families with retirement planning, wealth management, and financial planning services. The firm’s approach centers on helping clients build financial security, feel confident about the future, and create plans that reflect their goals and values. It positions clients as the heroes of their financial journey, offering guidance so they can focus on their priorities and the legacy they hope to leave.

Services include ongoing personal wealth management, with advisory fees ranging from 1.25% to 0.50% based on assets under management, and project-based financial planning, offered at fixed fees of $2,500 to $5,000. The planning process begins with a complimentary introductory meeting, followed by a risk analysis, a secure financial planning intake, and implementation of the plan. Clients can also complete a questionnaire to assess their risk tolerance and help align investments with their objectives.

Blue Mountain Wealth Management LLC is registered as an investment adviser with Washington State and is based in Monroe, Washington.