Blue Mountain Investment Management
A small investment advisory and financial education firm that provides personal financial planning, investment management, and retirement planning services. Publishes educational content and a blog aimed at beginners and younger audiences, offers guidance on budgeting, college savings, and debt management, and runs an internship program for student content contributors.
Industries
Nr. of Employees
small (1-50)
Blue Mountain Investment Management
Heppner, Oregon, United States, North America
Services
Introductory service package for individuals beginning financial planning.
Holistic investment advisory including personal financial analysis to determine investment strategy.
Comprehensive financial planning to provide a clear view of a client's current financial situation and goals.
Retirement readiness analysis and income distribution planning to support asset protection and income in retirement.
Introductory service package for individuals beginning financial planning.
Holistic investment advisory including personal financial analysis to determine investment strategy.
Comprehensive financial planning to provide a clear view of a client's current financial situation and goals.
Retirement readiness analysis and income distribution planning to support asset protection and income in retirement.
Expertise Areas
- Financial planning
- Investment management
- Retirement income planning
- Personal finance education
Key Technologies
- Website content management system (blog)
- Email newsletter distribution
- Social media platforms (Twitter, Facebook, Instagram)
- Spreadsheet-based budgeting (Google Sheets)
News & Updates
Beginner-focused guide covering investment types, risk, diversification, and getting started with investing.
Practical tips for reducing travel costs through budget accommodation, local dining, and advance planning.
Advice on strategies to repay student loans including extra principal payments, refinancing, and strict budgeting.
Overview of education savings strategies, ESAs/529 plans, scholarships, and work-study options for college funding.
Beginner-focused guide covering investment types, risk, diversification, and getting started with investing.
Practical tips for reducing travel costs through budget accommodation, local dining, and advance planning.
Advice on strategies to repay student loans including extra principal payments, refinancing, and strict budgeting.
Overview of education savings strategies, ESAs/529 plans, scholarships, and work-study options for college funding.