About Iron Mountain Financial Planning
Retirement Planning Built Around Your Life
Retirement is about more than managing an investment portfolio. It’s about knowing where your income will come from, understanding how your decisions today may affect your taxes tomorrow, and feeling confident that your money can support the life you want to live.
At Iron Mountain Financial Planning, we help people approaching and living in retirement make thoughtful financial decisions with greater clarity and confidence.
We believe good financial planning should begin with your life—not a financial product.
Advice Built Around What Matters to You
Your retirement is unique. Your goals, resources, family, priorities, and questions are different from anyone else’s. That’s why we take the time to understand the bigger picture before making recommendations.
We help you bring the pieces of your financial life together—from retirement income and investments to taxes, Social Security, Medicare, and long-term planning—so you can see how your decisions work together. Our goal isn’t simply to tell you what to do with your money.
It’s to help you understand why you’re doing it and how it supports the life you want to live.
A Fiduciary Relationship, First
When you work with Iron Mountain, you can expect advice centered on your best interests because we are a fee-only, fiduciary financial planning firm, which means we don’t receive commissions for selling financial products. Our compensation comes directly from our clients for the advice and planning we provide. No product sales. No commissions. No pressure. Just advice designed around you.
This structure allows us to focus on what we believe matters most: giving you objective advice and helping you make decisions that are right for your circumstances.
A Team You Can Know and Trust
Financial planning is personal. We believe the relationship you have with your financial planning team matters just as much as the plan itself. At Iron Mountain, you’ll work with people who know you, understand your goals, and are here to help you navigate the decisions that come with retirement.
Brian Bickett, CFP®, EA
Founder & Financial Planner
Brian founded Iron Mountain Financial Planning with a simple belief: people deserve financial advice that puts their interests first.
As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Brian brings together retirement planning, investment management, and tax knowledge to help clients make informed decisions about their financial future.
Jolene Geary
Client Service Associate
Jolene helps make the Iron Mountain client experience personal, organized, and responsive.
From helping clients navigate the day-to-day details of their financial relationship to making sure questions and needs are addressed along the way, Jolene plays an important role in helping clients feel supported throughout their retirement planning journey.
Why Clients Choose Iron Mountain
Financial planning is personal. The decisions you make about your money are connected to your family, your goals, your priorities, and the life you want to live.
That’s why we believe financial advice should begin with listening—not selling.
We take the time to understand what matters to you, explain your options in plain language, and help you make informed decisions with a long-term perspective. And because we’re a fee-only fiduciary firm, you can feel confident that our advice isn’t driven by commissions or financial products.
You bring your goals and questions. We bring the experience, planning, and guidance to help you move forward.
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.
Start Your Journey & Retire With Confidence
You don't have to have everything figured out before you get started.
Whether retirement is still a few years away or you're already living in retirement, the right planning can help you feel more confident about the decisions ahead.