Client Commitment

Our Commitment to You

At Red Mountain Financial Partners, we’re committed to developing partnerships that place our clients’ interests first. As a result, what we won’t do is just as important to our clients as what we do.

What We Do

  • Treat you, your goals and your financial assets with genuine respect.
  • Honor our commitments to confidentiality, integrity and objectivity throughout the wealth management process.
  • Use our knowledge, experience, insight and resources to further your goals and interests.
  • Provide straightforward and personalized strategies that support your goals and make sense to you.
  • Foster relationships built on trust, transparency, honesty, compatibility and a shared regard for the important role humor plays in our lives and relationships.
  • Proactively communicate with you and respond to your inquiries in a timely and friendly manner.
  • Listen to you, and be honest in our replies, even if it means you won’t always like what we say.

What We Won't Do

  • Implement strategies focused solely on chasing returns.
  • Provide canned strategies to your unique situation and challenges.
  • Make recommendations that are not in your best interests.
  • Offer proprietary investment products or tolerate other conflicts of interest.
  • Keep you guessing, waiting or wondering.
  • Initiate actions that would jeopardize our relationship and the trust we have built with you.    

Contact Us to find out more or to schedule a no-obligation consultation. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA and SIPC. Investment advice offered through Red Mountain Financial Partners, a registered investment advisor and separate entity from LPL Financial

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, ID, IL, IN, MN, MT, NM, NV, NY, OH, OR, SC, TX, UT

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