Erica Blake, CFP®, CFA® Mountain Flower Investments & Planning
- Virtual, Lafayette, CO 80026
- (303) 351-1434
- revpn@zbhagnvasybjrevairfg.pbz
- https://www.mountainflowerinvest.com/
Erica Blake, CFP®, CFA®, CSLP®
The firm vision statement is to change lives and make true financial wellness a reality for everyone. Mountain Flower I&P is woman founded and operated. My goal is to provide a unique experience and perspective around financial wellness. I seek to engage, empower and educate every client.
Mountain Flower I&P is registered as a Public Benefit Corporation, providing a public benefit by offering accessible, fee-only financial advice and focusing on environmental, social, and corporate governance (ESG) and impact investments.
Ideal Clients
- Business Owners
- Non-Traditional Life Path
- Socially Responsible Investing (SRI)
Ways Advisor Charges
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $450+/qtr
- Hourly Fee: $325+/hr
- Assets Under Management: 0.75%
