Who We Serve

Just Starting Out

Building Your Financial Foundation

As an individual between the ages of 25-35, you have a lot to consider as you look to establish the financial aspects of your life.

Top priorities include: Navigating your employer benefit programs & retirement plan options...

Individuals and Families

Individuals and Families in their mid-working years have unique needs that arise. Between the ages of 35-55 a host of many new personal finance issues are likely to surface and require attention...

Pre Retirees & Retirees

As you prepare for retirement, the focus shifts from building your assets to protection and preservation of your assets. If you are already retired and have begun to draw income form or assets or are planning to, having a well-planned income distribution strategy...

Our Services

 

Getting Started

If you’re just starting out and financial planning is an all-new experience for you, this service package is designed especially for you.
 

Investment Management

Holistic approach to investing: Personal financial analysis to determine the optimal investment strategy for you.
 

Retirement Planning

What You Can Expect: A comprehensive retirement analysis to help you determine if you are financially prepared to retire.

Personal Finance for Beginners Blog - Latest Posts

If you’re in your 20s or early 30s, you’ve probably heard the basics about credit — pay on time, keep balances low, check your score regularly. But what if there were effective, lesser-known strategies that could help you build strong credit faster, save money, and unlock better financial opportunities? At Blue Mountain Investment Management, we work with many young adults just like you who want to take control of their credit and financial future. Here are some essential credit hacks you may not know but can make a big difference over time.
Losing your job can feel like the rug has been pulled out from under you. It's a stressful and uncertain time—but you’re not alone, and you can take steps to protect yourself. Whether you’ve recently been laid off or want to be ready for the possibility in the future, preparing financially for unemployment will give you more control, options, and peace of mind. In this article, we’ll walk through practical steps to help you manage your finances during unemployment and build a financial plan that supports you through this transition.
Financial independence might sound like a distant goal — something for your 40s or 50s. But the truth? It starts now. If you’re between 18 and 30, your money habits today shape the freedom and stability you’ll have tomorrow. Whether you want to travel the world, start your own business, retire early, or simply stop living paycheck to paycheck — building strong savings habits is your first step. Here’s how to take control of your finances early and lay the groundwork for real independence.

 

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Learn about Personal Finance; everything from  how to choose  the  best Credit card for  you  to how to have fun on a budget