Helping you pursue your life goals

Wealth Management

Get comprehensive, long-term financial planning that fully considers personal investments, tax strategies and estate planning.

Schedule a free consultation online or call us at 1-800-540-7670.


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Plan for the future you envision

Whether you are an experienced investor or just starting out, a wealth advisor can support your financial goals and bring clarity to issues such as:

Be financially prepared for major life decisions like changing jobs, starting a business or staying home to care for children.

Set goals, evaluate your risk tolerance and create an income plan to help cover expenses during retirement.

Receive personal guidance about financial aid and the rules governing educational funding.

Provide your heirs with tools that may allow them to keep more of the money you have accumulated.

Work toward building a surplus for unexpected events like job loss or illness.

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Guidance for your financial journey

Effective financial planning requires the time to carefully assess your circumstances and the skill to adequately guide you forward. Our wealth advisors are trained to:

  • Estimate your financial needs.
  • Pursue portfolio diversification.
  • Keep your long-term strategy on track.
  • Consider tax implications.
  • Instill decision-making confidence.

Our commitment to you

As your qualified financial advocate, Mountain America Investment Services will engage with you to design comprehensive retirement strategies through:

Partnership

We will work closely with you, discussing your background, investment philosophy, needs and objectives to develop a plan that fits your circumstances. Then we’ll follow up with annual reviews and consult you at key decision-making moments.

Communication

Receive clear and timely communication so you know exactly how your money is being handled, along with the costs you may incur. We generally respond to inquiries within 24 hours.

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Objectivity

You can make decisions with confidence through objective market analysis and flexible investing strategies from our knowledgeable advisors.

Organization

Work toward financial independence by organizing your financial life and alleviating the concerns that may come in today’s complex investing environment.

Put your money to work

Contact our experienced professionals by clicking the button below or calling us at 1-800-540-7670.

Schedule a consultation
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Retirement Planning

It's never too early to get your ducks in a row. Let our advisors help you develop a strategy for your financial future.

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Business 401(k)

Enhance the appeal of your business with a retirement plan for you and your employees.

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Find an Advisor Near You

Quickly search our team of wealth advisors and schedule an appointment online.

Check the background of this firm on FINRA's BrokerCheck.
For a list of investment products and services offered by Mountain America Investment Services, and their definitions, click here.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.