What services does Blue Mountain Investment Management LLC provide? 

We specialize in personalized retirement planning for individuals and families across Eastern Oregon, including Heppner, Hermiston, Ione, and Boardman. Our services include retirement income strategies, tax-efficient investing, and wealth management for clients in Oregon, Idaho,  Washington, and California. Services are provided where we are properly registered or exempt from registration.

Is Blue Mountain Investment Management a fiduciary? 

Yes. When providing investment advisory services, we are committed to acting in our clients’ best interests. We prioritize transparency and ethical guidance to ensure your retirement goals are met with integrity. 

How are the fees structured at Blue Mountain Investment Management? 

We believe in flexibility to fit the diverse needs of our clients. Our fee structure includes: 

• Flat-Fee Planning: For project-based financial roadmaps. 
• Assets Under Management (AUM): A percentage-based fee for ongoing portfolio management. 
• Commission-Based Services: Available specifically for products or situations where this model is the most cost-effective and appropriate fit for the client. Commission-based services are offered in a non-advisory capacity and are not subject to fiduciary obligations.

Do I have to live in Heppner or Hermiston to work with you? 

While we are deeply rooted in Eastern Oregon, we serve clients throughout the Pacific Northwest and beyond. We offer both in-person consultations in the Heppner and Hermiston areas and virtual advisory services for clients across Oregon, Idaho, Washington, and California. Virtual advisory services are provided subject to applicable licensing and registration requirements.

What is the "Blue Mountain" approach to retirement? 

Our focus is on stability and long-term growth. We specialize in helping clients transition from the "accumulation phase" of their careers to a more stable and sustainable income strategies in retirement.