Pacific Mountain Advisors, Inc. is a “Fee Only” financial planning and investment management firm that serves clients throughout the U.S. Although we are deeply rooted in our home community of Santa Cruz County, CA we attract clients that value our expertise from around the country.

Most of our clients were attracted to us because of our commitment to fee only financial planning. Fee only financial planning means that our compensation is fully disclosed, we don’t earn any hidden commissions by selling investment or insurance products yet we have the expertise to advise our clients on these and a wide range of other matters. Fee only financial planning means that we offer objective advice not influenced by our desire to earn additional income by selling something other than sound advice and personal service.

Pacific Mountain Advisors is the most experienced fee only financial planning firm in Santa Cruz County, we have been advising clients on their personal financial matters for over 20 years.

• Objective advice

• Cost transparency
• Highly regulated

Pacific Mountain Advisors, a California Registered Investment Advisor, our primary goal is to help facilitate a deeper understanding of your personal financial matters and how they relate to your larger life goals. Our ability to do this hinges on our ability to listen. That's precisely why you'll find us asking a lot of questions when we first sit down with you.