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Rooted in Small Business. Built for Big Vision

A modern financial consulting firm for entrepreneurs and self-starters.

Strategies

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Financial Planning

Tax Optimization

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Investment Management

Cash Flow

Retirement

Business Strategy

Risk Protection

Legacy & Estate

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Crafted Approach

01 

Discovery

We get to know you, your goals, and what your building

02 

Data Collection

We gather the key details about your finances, business, and priorities 

03 

Implementation

We put your plan into action, helping you make smart, confident decisions

04 

Repeat

We check in regularly to repeat this process, adjust the plan, and keep you on track as you grow

Mountain Ridge
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Straightforward guidance — no fluff.

Don’t build blind. Build smart.

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©2021 by Michael Vanikiotis

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