Pacific Mountain Advisors, Inc. is the leading fee-only Registered Investment Advisor in Santa Cruz County and provides custom tailored financial planning, investment management, and small business consulting solutions for middle and high net-worth individuals. With over $30 million of investment assets under management and more than 25 years of experience, Pacific Mountain Advisors helps clients to achieve a better understanding of their financial situation and make sense of their options through its comprehensive and goal oriented financial planning process.
We take time to sit down with our clients in order to fully understand each of their unique situations and future needs. We then apply our goal-oriented investment methodology to create a comprehensive financial framework that is fine tuned to cater towards the client’s specific goals and requirements. Our clients typically have investable net worth of at least $250,000.