Congratulations. You have taken the first step in securing your financial future.

You should be proud. Your loved ones will thank you for taking this step. We look forward to helping you in your financial journey.

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Create the business you dreamed about.

Our firm is composed of fiduciary financial planners and wealth managers. We don’t earn commissions, so you will always get objective advice. Our firm acts only in your best interest.

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Get Started on Your Successful Financial Journey

You are ready to get started on your successful financial journey. We are ready to help you meet your goals and get the peace of mind you deserve.

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Make More. Keep More.®

Our vision
Our Mission

Helping You Achieve Financial Freedom

Welcome home to Mountain Sunset Financial. We specialize in comprehensive financial planning, wealth management and small business financial services. We are fiduciaries, which means we always act in your best interest. With over twenty years of experience in law, finance, insurance, and tax, we can help you plan for the best financial future possible.

We want to learn more about you, your personal attributes and situation. We will listen to your dreams and goals and help you reach them. We will help you identify and develop other goals that will enrich and strengthen your financial future. Our number one priority is helping you secure the financial future of you and your family.

We share your beliefs and your values. We want a long-term relationship with you. We want to be your more than just your financial professionals, we want to be your friends.

The management of money can be a source of significant stress. Let us take that stress away from you. Our professionals are uniquely qualified to help you reach your financial dreams. It is never too late to take control of your own financial future.

Financial freedom is what we seek to achieve for each person we help. We strive to be one of the best financial choices you ever make. Your financial future is now, just take the first step with us.

growing your success
clients trust
The Mountain Sunset Financial Pledge
Call us
(540) 998-9465

testimonials

See what our clients have to say about our services.

The most honest and professional financial planner around. They spent so much time crafting a comprehensive financial plan that covered all areas of my financial life.

K. Handy

Financial Planning Client

Very thorough and competent tax and accounting service. They did my 1040, Schedule C, 1041 and Sched D and E. He saved me on capital gains with a carryover. He is advising me on an estate and tax issue as well and I believe it will be resolved favorably. He pursued a favorable opinion from the IRS.

Clayton Parris

Financial and Tax Client

A very professional and thorough financial planner. He looks at everything and makes sure that you are on the right track. He helped me save for retirement.

Linda Parks

Financial Planning Client

They were the absolute best. They helped me develop meaningful KPIs for my small biz. They gave me valuable tax strategies and got my books in order. They did my payroll and taxes. Outstanding financial services.

Cassandra Mabe

Small Business Owner

Working with Mountain Sunset Financial was the best decision my wife and I have made about our financial planning. They got us on track with retirement savings. I can sleep at night!

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Stephen Smith

Business Owner

The employee benefit plans Chip helped our company put together allows us to retain more of our people and helped our owner save more for retirement.

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Tom Sanders

CEO

Their debt reduction plan has put our business on track to make a profit this year. Thank you!

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Marc Pitman

Small Business Owner