555-555-5555
mymail@mailservice.com
transforming financial futures
At Mountain Financial Capital, we believe in empowering our clients with the tools to help them seek true financial independence. Our mission is to help you live the life you desire, free from financial stress and uncertainty. We’re committed to providing transparent, personalized financial strategies that align with your goals and values.
With us, you can confidently navigate your financial journey, knowing we’re dedicated to your success and well-being every step of the way.
We take pride in being able to provide clarity of purpose for you and are passionate about helping you accomplish your goals.
Personalized Planning
At Mountain Financial Capital, we firmly believe in empowering you to make your own decisions, rather than following the crowd. Our Strategic Process embodies this philosophy, enabling us to uncover what matters most to you now and in the future.
This detailed process ensures every financial decision aligns with your unique values and goals. That’s just one of the differences you’ll see when you work with us.
Integrity-Driven Success
Goal Oriented
Trustworthy
Relationship-First
Holistic
Innovative
Ed, President of Mountain Financial Capital, assists his clients in recognizing what is of utmost importance to them, guides them to create intelligent financial solutions, and advocates for their families/businesses for generations to come.
Ed started his career with two Fortune 100 companies: Morgan Stanley Dean Witter and New England Financial, specializing in investment risk management, business succession planning, estate and advanced small business planning strategies. He moved away from the corporate world in 2007 to better serve his clients independently with an open architecture approach for product solutions. With more than 25 years of experience in the financial and insurance service industry, his clientele ranges from individual families to successful business owners who are looking for guidance and clarity on what they want most out of life and how to achieve it. Ed holds the licenses of Series 66 and Life and Health.
Ed is a graduate of Michigan State University. He has been a resident of Colorado for over 32 years and resides in Englewood, CO with his wife, Cheryl. Ed and Cheryl have two adult children. Their daughter Sarah, who graduated from Colorado State University and the University of Northern Colorado with a Major in American Sign Language, and son Justin, who graduated from the University of Nebraska-Lincoln and continuing his studies there with a Master of Educational Administration and is a graduate assistant for the men's basketball team.
7350 East Progress Place, Suite 100, Greenwood Village, CO 80111
720-445-6901
Mountain Financial Capital, LLC is a Colorado domiciled registered investment advisor. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Mountain Financial Capital, LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. Compliance: 21292
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