Origin Investment Advisory LLC
Origin Investment Advisory LLC (CRD# 305353) is a financial advisory firm headquartered in Boston, MA. They manage $548,444 in 133 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1MILLION
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Total Number of Accounts133ACCOUNTS
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Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
Hi, I'm David Fowler - the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory Firm located near Bergen County, New Jersey in the borough of Hawthorne, and with modern technology able to serve clients across the entire United States.
With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary financial advisor available to everyone – regardless of how much or how little they may have accumulated (so far).
ABOUT HMFC
High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.
Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.
WHO I SERVE
As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:
- Outdoor Industry Professionals
- Outdoor Enthusiasts
- Solopreneurs
If you love the outdoors, work outdoors, or work for yourself - let's have a conversation.
HOW I HELP
- I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
- I help you identify and eliminate any gambling or speculating that may be occurring with your investments
- As your financial planner and coach - I simplify the planning process – breaking your planning to actionable attainable steps
CERTIFICATIONS & QUALIFICATIONS
- I am a CERTIFIED FINANCIAL PLANNER™
- I have earned the Chartered Financial Consultant® (ChFC®) designation
- I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
- I am independent
- I am a Fee-Only financial planner
- I am a Fiduciary
NEXT STEPS
- Learn more on the HMFC website - https://www.highmountainfinancial.com/
- Book a 30 minute conversation on my calendar - Free Consultation
- send me an email - [email protected]
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Michael Babcock (CRD# 5172396) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Burleson, TX and has over 9 years of experience in the finance industry.
David Blaylock (CRD# 4662278) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Fort Worth, TX and has over 20 years of experience in the finance industry.
Paul Carriere (CRD# 6333521) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 9 years of experience in the finance industry.
Matthew Cobas (CRD# 6396310) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Shannon Grey (CRD# 3242636) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Michael Hakimi (CRD# 6278743) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 10 years of experience in the finance industry.
Kenneth Hoyt (CRD# 4630079) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 21 years of experience in the finance industry.