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Guided Advocate. Strategic Partner. Trusted Advisor.

Blackmont is a fee-only financial planning firm based in Fullerton, Los Angeles dedicated to creating better financial lives for busy individuals and families. Blackmont leverages technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location.

What does Blackmont do?
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Take stress and confusion out of your finances to navigate financial events you plan for and prepare for those you pray never happen.

Who does Blackmont serve?
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Successful and ambitious individuals and families who are ready to take action and create a financial plan.

What’s the result?
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Confidence in the choices you make allowing you to overcome obstacles and achieve meaningful experiences.

The Blackmont Difference

Advice Driven

We strive to understand who you want to be and develop a plan enabling you to get there. This is about YOUR vision for life.

Personalized

We focus on relationships, solutions, and outcomes; not transactions, individual products, and complex benchmarks. Your plan should evolve with your life – let’s tackle this together.

Fee Only

Our compensation is structured in a way that reduces conflict and enhances transparency – we don’t earn commissions of any kind on product sales.

$0 Minimum

Everyone deserves financial advice regardless of asset size. We’ll build an investment portfolio to fit your needs.

Fiduciary

This is a commitment to give you objective advice. Simply put, we act in your best interest at all times.

Impact Investment Options

Invest in sustainable development and transformative change without sacrificing performance.

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Investing on a sure foundation