What We Do

The way we approach our practice and manage our relationships can be briefly summed up by these three points:
  1. First and foremost, we work for you. We put your interests first. Period
  2. We prefer not to overly complicate things. We’re already living in an increasingly complicated world.
  3. It’s been said that you work with professionals who would make a good team. We want you to work with us because we’re portfolio managers who understand the value of collaboration and trust. 
As a client of October Mountain Financial Advisors, you have some of the region’s best and brightest financial advisors working closely with you to craft a plan to suit yourunique goals.
Through our alliance with Lee Bank, you also have access to a full range of banking services designed to support your individual plans. From private banking to administrative details and trust services, Lee Bank professionals are at your service.


Investment Management & Financial Planning           Private Banking & Trust Services