Specialties
About Me
Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm.
HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with: • Outdoor Industry Professionals • Outdoor Enthusiasts • Solopreneurs If you love the outdoors, work outdoors, or work for yourself - let’s have a conversation. OUTSIDE OF WORK When I'm out of the office I spend my time in the wilderness, with my wife, in a good book, or at my church.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, ChFC®
Chartered Designations
What do these credentials mean?
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Disclosures
DISCLOSURE High Mountain Financial Coaching LLC dba High Mountain Financial Planning Updated June 20, 2024 High Mountain Financial Coaching LLC dba High Mountain Financial Planning (“HMFP”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of HMFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. The information on this site is provided “AS IS” and without warranties of any kind either expressed or implied. To the fullest extent permissible pursuant to applicable laws, High Mountain Financial Coaching LLC dba High Mountain Financial Planning (“HMFP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. HMFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall HMFP be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials on this site, even if HMFP or a HMFP authorized representative has been advised of the possibility of such damages. In no event shall High Mountain Financial Coaching LLC dba High Mountain Financial Planning (“HMFP”) have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The professionals at HMFP are neither attorneys nor licensed tax professionals. We strongly recommend that clients consult with a qualified attorney for estate matters and with a qualified tax professional before initiating any tax planning strategy.