We offer many services to help you fully address
your financial goals and concerns

Financial Planning
  • Develop planning strategies to shelter income and minimize federal and state income taxes;
  • Evaluate employee benefit plans and determine how you can get the most out of them;
  • Show you how to save and invest on a regular basis toward financial goals such as sending a child to college, starting a business, buying a home.

Read more
Investment Management
Mentor Capital has successfully managed client investments for more than 30 years. With more than $152 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.

Read more
Small-Business Services
Mentor Capital Management Inc. can provide objective advice for small-business owners concerned about retirement and succession planning.

Read more

Who we are

Mentor Capital Management Inc. was founded in response to the growing recognition that the only financial planning professionals who can be truly objective are those who do not sell financial products. To this end, the firm has no revenue source other than the fees paid by its clients for financial planning and investment advisory services.

We stand ready to guide you with prudent, thoughtful advice as you navigate the sometimes uncertain waters of personal finance.

What we do

Mentor Capital Management Inc. offers comprehensive financial planning and investment advisory services. We are dedicated to providing you with thoughtful, prudent guidance as you seek to reach your financial and lifestyle goals through the financial planning process.

Mentor Capital client relationship summary Form CRS

Mentor Capital Client Relationship Summary Form CRS