Client Committment

"We place great value on our experienced team, coveted client relationships, and our reputation as trusted advisors. While it would be hard to replace any of these, the loss of our reputation would be the most difficult to restore."   -Red Mountain Financial Partners

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.


  • 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.



  • 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.