Helping you invest confidently toward financial freedom

one mountain peak at a time

Meet Aaron

Hi there! My name is Aaron Flores. I’m an independent, fiduciary financial advisor and I started this firm because I love working with people and helping them achieve their financial goals.

I think working with an independent financial advisor has a lot of benefits, and I hope to convince you of that while reading through this website. Take some time, get to know me, and I hope to hear from you soon!

Personalized
Guidance

I’m big on investing in relationships and my clients mean the world to me. Working with me means working with me. You won't be passed onto a junior advisor or secretary. I work with you every step of the way to give you a true private client experience.

Focus on US
Investment Markets

Your typical financial advisor usually recommends at least some allocation toward international stocks in your portfolio. I don’t believe you need it. The US economy still remains the largest economy globally and has been the dominant economic power for several decades.

Trust Through
Education

For most people, their money is something they’ve worked hard for. Instead of trusting someone blindly with your money, I think it’s important for you to have a decent understanding of what they’re doing. I love breaking down concepts in a way that is easy to understand.

"Aaron has done an excellent job helping us understand our investments and making a plan for our future financial goals. He is very knowledgeable about all aspects of investing and has our best interests in mind. He is very personable and great with communication."

"I am very happy Aaron is handling my account. He makes sure to answer all my questions, and he has handled all my requests promptly and professionally. "

"Aaron is a wonderful person, who truly takes the time to understand you and your family's short and long term financial goals. He is also very patient and thorough in explaining and helping you to understand how your investments will be managed. He is quick to respond, great at communicating, and we have really enjoyed working with him!"

All testimonials reflected above are from current clients of Sage Mountain Wealth Management. No compensation was provided and all clients represented give their permission for their testimonial to be publicly displayed.

Do I need a financial advisor?

Not everyone needs a financial advisor. If you’re comfortable managing your own investment portfolio or making complex financial decisions on your own, then you probably don’t need me. Many of my clients hire me because they want a financial professional to help them make wise decisions, and/or they don’t want the hassle of worrying about their investments day to day.

I serve clients with a broad range of situations and needs:

Planning for retirement
Consolidating old 401(k) accounts
Diversifying company stock options
Reinvesting proceeds from a real estate property sale
Managing inherited assets and/or life insurance proceeds

So how do we get started?

First, we meet and get to know each other. It’s important to determine if the fit is right before we proceed. Once we’ve established what we need to do, then we get to work. The advisor-client relationship is an ongoing one that requires me to stay abreast of ever-changing life situations and adjust our plan as needed.

Ready to take control of your financial future?

Let me help you get there. I’d love to hear from you!