Erica Blake, CFP®, CFA® Mountain Flower Investments & Planning

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.

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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%

SEC Records

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