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Why We're Different

If you have never worked with a financial advisor before, it can be quite daunting to find the right partnership. How do you find someone who will put your interests first? How do you know they are properly investing your money in the right investments, and incorporating a risk management strategy with your portfolio?

Working with a Registered Investment Advisor (RIA) eliminates many of these worries and ensures that you are in experienced hands. A Registered Investment Advisor has a fiduciary duty to act in their clients’ best interests.

Before we even consider a financial plan, we at Intermountain Wealth Management meet with our new clients and discuss their unique situations. As a “fee only” advisor, we believe that a client’s goals and values should be an integral part of any plan, and we will not advocate for any strategies that a client does not feel completely comfortable with. Our client’s health and happiness is our primary goal, and we follow a fiduciary standard of care that ensures our clients always come first. This is one of the many factors that sets Intermountain Wealth Management apart from the crowd.