Welcome to Blue Mountain Investment Management!

Blue Mountain Investment Management offers fiduciary investment management, retirement planning, financial planning, advise and consulting to:

  • Those Just Starting Out
  • Individuals and Families
  • Pre-Retirees & Retirees
  • Non-Profits and Foundations

We have the planning and investment resources of a large firm but offer the personal attention of a small firm. Being small and independent allows us to get to know our clients better and give them a much more personal level of service. We take pride in building long-term relationships.

Nestled in a small rural community in eastern Oregon we serve clients across the United States. We provide a virtual service to those who are in other parts of the country as well as in person meetings to those in the local area.

We hope you will consider us for your investment management and financial planning needs. Our first meeting is complimentary and gives you a chance to see if we are the right fit for your needs.