October Mountain Financial Advisors

October Mountain Financial Advisors is a wealth management firm offering financial planning, portfolio management, and trust services. The team works as a group rather than assigning each client to one advisor, with advisors, planners, and administrative specialists covering retirement, estate and wealth transfer planning, charitable giving, and insurance solutions including life, long-term care, and annuities. The firm also works with endowments, foundations, and other charitable institutions.

The firm was founded in 2015 through an alliance with Lee Bank, so banking and trust services are coordinated under one roof. It serves year-round residents and second-home owners across Berkshire County and says it works as a fiduciary. The office is at 103 West Park Street in Lee, and the phone line is open weekdays during business hours.