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.

Our dedication to providing comprehensive, Fee-Only financial planning is evidenced through our founder and our associate’s membership in NAPFA, the National Association of Personal Financial Advisors.

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