About Mountain Sage

Built To Guide You

THE MOUNTAIN SAGE WAY

Golden canyon walls rise above a calm stream bordered by desert grasses and green shrubs.

Why We Exist

Educate To Empower. Guide to Prosper.

You’ve mastered your craft—now let’s make sure your income works as hard as you do. At Mountain Sage Financial, we guide hands-on professionals with clear, personalized strategies—so you can focus on what matters most, with confidence in the road ahead. We come alongside you, not just to plan—but to implement. We take the full picture into account, helping you protect your family, reduce financial stress, and build long-term independence. We exist to educate, empower, and guide—to help you turn hard work into lasting freedom.

The Mountain Sage Journey

Mountain Sage Financial didn’t appear overnight. Our story began more than 128 years ago—right here in Utah County—rooted in the hardworking communities of American Fork and the surrounding areas. We’ve spent generations serving families, tradespeople, and small business owners across the Intermountain West, helping them navigate life’s financial challenges with clarity and confidence.

Rooted in Service.
Built for Today’s Needs.

But we’ve grown alongside our clients—expanding our services to deliver comprehensive, hands-on financial strategies for the real world. While the tools have evolved, our mission hasn’t: to be the steady, trusted guide hardworking professionals rely on for clarity, confidence, and long-term success.

Your Financial Journey Deserves a Guide.

We believe your financial journey is a lot like climbing a mountain. There’s more than one way to reach the summit—and the right path depends on your goals, values, and resources.

Built to Guide You Through What’s Next.

As your financial sage, we walk beside you—not just to map the route, but to guide you through each decision along the way. Like most mountains—and those who know their trails—we’ve been around a long time, and we’ve seen a lot. You can trust that we’re prepared to lead you through every season, challenge, and opportunity.

Our Guiding Principles

Trust, Earned Through Honesty, Integrity, and Consistency.

Trust is the foundation of everything we do—earned through honesty, consistency, and follow-through. Trust is the foundation of every relationship. We earn it through clear advice, consistent action, and doing what we say—every time.

Own It. No excuses, Full Responsibility

We own the process—from strategy to execution—so your plan doesn’t just sit on paper. It gets carried out, clearly, completely, and without anything slipping through the cracks.

Grit & Discipline.

Long-term success doesn’t happen by luck. It takes structure, discipline, and consistency—qualities we bring to every plan we build with you.

Guide with Impact.

We don’t just give advice—we guide with purpose. Every recommendation is designed to move you forward with clarity and impact.

Authentic Connections. Clear Communication.

We build real relationships through open conversations, clear expectations, and honest advice.

A river flows past dense green forest at the base of a tree-covered hillside.

Who We Serve

Guidance for Your Life and Wealth.

We help hands-on professionals in trades, healthcare, and small business simplify their financial lives. Whether you’re managing unpredictable income, juggling family goals, or building something bigger—we bring structure, strategy, and clarity to help you turn income into independence.

What Makes Us Different

Actionable Financial Strategies

We don’t believe in vague plans or financial jargon. You’ll get clear, structured strategies you can act on—built to help you make real progress, not just talk about it.

From Income to Financial Independence for Hands-On Professionals

You’ve mastered your craft—now it’s time to make your income work for you. We help hands-on professionals stabilize cash flow, reduce tax burdens, and build lasting independence.

128+ Years of Genuine, Enduring Partnerships

We’ve guided generations of families and professionals through every season of life. With 128+ years of experience, we’re built for long-term relationships—not just transactions.