Our advisors are experts in helping clients meet their financial goals and objectives.  They have extensive experience in each and every area of personal finance.  They take the time necessary to get to know their clients, to analyze their situations and to help them make the right decisions about their money.

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 20 years. With more than $80 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.   Find out how we do it »

Small-Business services

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

Client Relationship Summary – Form CRS

Mentor Capital Management Inc Form CRS 20200630

Mentor Capital Management Inc Form CRS 20211031

Mentor Capital Management Inc Form CRS 20221231