SEAMOUNT FINANCIAL GROUP INC
SEC RegisteredOUR MISSION is to improve the lives of clients and their families by providing objective advice and exceptional service.
About the firm
Seamount Financial Group is an independent, boutique financial planning and wealth management firm. As a fiduciary, focused solely on clients' best interests, the firm has since 1982 demonstrated its commitment by fostering impactful relationships with clients, often spanning generations, while enriching the communities it serves.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, retirement planning, tax planning, risk management, and estate planning. Services include custom investment portfolios, alternative investments, Social Security strategies, tax return reviews, charitable giving strategies, life and long-term care insurance, annuities, and estate planning with trusts and donor advised funds.
Who they serve
Clients and their families, including those seeking wealth management with a minimum $500,000 of investable assets, as well as multi-generational clients and community members.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 304 | $130M |
| High Net Worth Individuals | 181 | $590M |
| Charitable Organizations | 14 | $23M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEAMOUNT FINANCIAL GROUP INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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