Our Story

"Our success as a firm is predicated upon serving our clients well by placing their interests ahead of our own."   -Red Mountain Financial Partners


Simple, straightforward guidance for today’s needs and tomorrow’s goals at Red Mountain Financial Partners, our clients are accomplished individuals, families and business owners seeking experienced guidance and a personalized approach to helping preserve and enhance their wealth. What they value most is a partner they can trust to place their interests first in navigating today’s complex investment and retirement planning landscape, and lead them confidently along the path toward their goals.



We recognize that the wealth management process is highly personal. We ask you to share what matters most in your life, including your joys, fears, goals and dreams. Therefore, it’s critical that we earn your trust and confidence as we help you make the decisions that are right for you, your family or your business throughout your financial journey.



Working in partnership requires us to be a good fit for one another, from how we conduct business, to our philosophies about money and investments. At Red Mountain Financial Partners, our focus is on helping you preserve and grow your wealth through customized investment strategies aligned with your needs and values. We provide access to extensive resources, including industry-leading technology, independent research, top institutional investment managers, and a full universe of non-proprietary investment products and services.



We believe the financial and investment planning process should be about people who enjoy each other’s company, working together in a collaborative manner that enables confidence, not confusion. After all, this is about the good stuff: your family, your successful business, the goals and the milestones in your life. We want to get to know and understand you. That’s how we begin to develop customized strategies that seek to meet even your most complex needs. We are proud to work with multiple generations of our clients who rely on Red Mountain Financial Partners for objective advice and guidance along the path to pursuing their goals. Equally important, we are grateful for the many relationships we enjoy with clients we call friends.