About Iron Mountain Financial Planning
Your Partner for a Meaningful Retirement
Retirement is more than a milestone—it’s your time to thrive. Over the years, I’ve discovered that I provide the most value to those preparing for, transitioning into, or living their best retirement life. Together, we’ll uncover what matters most to you, creating a personalized plan that supports your goals and lets you enjoy what truly brings you joy. As your fiduciary partner, I’ll be by your side to help navigate every step of the journey.
From Engineer to Financial Planner:
A Journey of Purpose
My path from mechanical engineering at SD Mines to becoming a CERTIFIED FINANCIAL PLANNER™ Professional has been an incredible adventure. Along the way, I’ve worked in industries as diverse as mining and software consulting, each teaching me skills I now use to help my clients.
The turning point came when I helped my mother navigate Social Security benefits after my father’s passing. That personal experience opened my eyes to the power of thoughtful financial planning and inspired me to pursue this career.
In 2017, I founded Iron Mountain Financial Planning to provide truly client-centered advice. Transitioning from a commissioned adviser to a fee-only fiduciary was a deliberate choice—to offer unbiased guidance that puts clients first, always.
For me, financial planning goes beyond numbers. It’s about helping people focus on what really matters in life, with confidence that their finances are in good hands.
“We each have our unique way of serving others. For me, it’s helping clients navigate the often complex and emotional process of retirement planning. My goal is to lift that weight off their shoulders, giving them the confidence to enjoy the life they’ve worked so hard to build.
Because when the financial details are handled, the real focus can be on what truly matters—and that’s never just about money.”
Turning Overwhelm Into Confidence
With so much financial advice online, it’s easy to feel overwhelmed. Sorting through conflicting opinions can make it harder—not easier—to make decisions. That’s where I come in.
My job is to help you cut through the noise and focus on strategies that truly work for your unique situation. By taking a thoughtful, personalized approach to retirement planning, I help you optimize your finances so you can confidently pursue what matters most.
Professional Designations & Affiliations
Brian Bickett is a CERTIFIED FINANCIAL PLANNER™ Professional – Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brian Bickett is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brian Bickett is a CERTIFIED KINGDOM ADVISOR® (CKA®) – Click to Verify and Learn More
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent ethical, accountable, and a biblical steward.
Brian’s Personal Story
Nicole and I met in Gillette, Wyoming, and soon after, we moved to Rapid City, South Dakota, seeking a better work-life balance. The Black Hills drew us in with their beauty and sense of community, and we’ve been proud to call them home ever since.
Our two kids, Ellie and Jackson, bring energy and laughter to our lives. When I’m not helping clients at Iron Mountain Financial Planning, you can find me out with the family—exploring trails on dirt bikes, camping, hunting, or supporting our church family.
What We Can Help You With
Financial Planning and Priority Setting
Social Security Timing Strategy
Efficient Tax and Estate Planning
Employer Benefit and Retirement Plan Reviews
Retirement and Life Planning
Insurance Optimization Reviews
Investment and Risk Management
Real Estate and Budget Support
Iron Mountain Financial Planning & Charles Schwab
Your Money, Safely Managed
We partner with Charles Schwab & Co., Inc., a trusted leader in the financial industry with over 50 years of putting clients first. Schwab holds all your accounts, manages your investments, and provides your account statements and tax forms each year.
Their robust resources, like top-tier investment analysts and cutting-edge cybersecurity, allow us to offer a secure and seamless experience. By combining Schwab’s strength with our personalized, independent approach, we ensure your money is managed with care and confidence.