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About Us

Our Firm

Mountain Pass Planning is a flat-fee financial planning and investment management firm based in Hopewell Junction, New York. We’re dedicated to creating a new kind of advising approach that puts you first. With our stewardship-level service and unwavering commitment, we are your team dedicated to helping you maximize your financial success.

Our Philosophy

At Mountain Pass Planning, you’ll find an alternative to the standard business model used by most firms. We advocate for our clients and eliminate conflicts of interest through transparent, cost-conscious advising. 

We believe advisors should work only in the best interest of their clients, which is why we use a unique cost structure, conservative projections and no hidden commissions or sales loads. 

With our approach, you can be confident that you’re getting recommendations that are right for you— and not for the benefit of a large business. You’ll leave Mountain Pass Planning feeling organized, understood and safe.