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Welcome to Black Mountain Wealth Advisors!

Our mission, as an investment advisory and wealth management firm, is to seek risk-adjusted investment returns and high quality service by initiating the following:

  • Providing excellent client service and portfolio management to retain every client we serve
  • Maintaining the highest of ethical standards while complying with all laws and regulations
  • Adding value by seeking long term risk-adjusted returns that are consistent with individual client objectives
  • Maintaining our forward looking focus on both the economy and the markets in order to keep our clients in a proactive investment strategy versus reactive static allocation model
  • Growing our business in a rational and controlled manner to allow for high productivity
  • Continuing to think and work outside of the normal investment paradigm to seek opportunities and avoid perils that may exist within the market
  • Partnering with Berthel Fisher & Co. Financial Services, Inc. and National Financial Services, a Fidelity Company to provide sound trade execution and a high level of asset custody protection

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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