Market Focused, Client Centered, Outcome Oriented

Independence and Objectivity

Ronald Weber
Series 6, 63, 65, 26
Financial Advisor

Office: 610-395-7960

I started Blue Mountain Financial Group so I could be
fiercely independent of “the industry”. I developed
my own investment philosophy and system to help clients
build wealth for retirement. My goal is to be able to help clients with any size of assets or with any investment need. Blue Mountain Financial will always be focused on the client.

A “typical” industry strategy for retirement savers is to
position clients in a portfolio of stocks and bonds, and to
increase the portfolio’s bond allocation as the client gets
older. In contrast, our philosophy is based on building
portfolios with 100% equity-based investments, while
focusing on asset class diversification, dividend income
and protective wrappers, such as a variable annuity, to
mitigate risk and volatility. We believe this approach will
help you build wealth before retirement and continue to
grow your investments during retirement.

We have developed our approach based on over 38 years of experience. Each client works with an advisor to create and implement an investment plan. Additionally, we will coach you on the importance of staying in the market, and not trying to time the market.

Blue Mountain Financial Group supports client assets of
over $345 million.*

* AUM as of 5/31/24.

Individuals identified as Blue Mountain Financial Group are affiliated with PFS Investments, Inc., a subsidiary of Primerica, Inc., and offer products and services through PFS Investments, Inc.

For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.

Client Centered

Blue Mountain Financial Group is focused on and committed to client relationships. Our approach emphasizes integrity doing what’s best for clients.

Our process begins with understanding your budget, spending, income goals and overall financial objectives. Through a consultative process we review your personal situation to develop a financial program based on your goals or objectives. We are available to meet with you as needed to make sure you stay on track.

The following is an overview of the basic areas we will review as part of our consultative process:

1

Debt Solutions
Illustrates strategies for paying off credit cards and loans in a quick and efficient manner.

2

Saving For Retirement
Offers scenarios to show you how much money you need to set aside for retirement.

3

Education Funding
Projects actual costs for specific schools you select, then shows you strategies for funding your children’s education expenses.

4

Income Needs
Identify sources of income to provide for your family’s financial future.

5

Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.

Outcome Oriented

At Blue Mountain Financial Group, we focus on your plan and your investment strategy to help you reach your goals. We seek to:

Help you simplify the complexities of retirement planning
and investment management.
Offer a holistic approach for every phase of your investing lifecycle.
Help you articulate, define, and refine your financial goals.

Earn your trust through transparent, best interest practices.
Offer the services you need to save you time and effort, including developing a financial program, retirement income planning, and investment management focused on your preferences (Tax, ESG, SRI, Risk Management).

Coach and confirm your financial and investment decisions and provide alternative paths to success.
Offer peace of mind, particularly when your financial needs include providing for your spouse and children.

Individuals identiﬁed as Blue Mountain Financial Group are aﬃliated with PFS Investments Inc., a subsidiary of Primerica, Inc., and oﬀer products and services through PFS Investments Inc.

A Primerica representatives’ ability to oﬀer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) oﬀers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Inversing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI oﬀers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who oﬀer advisory services are supervised persons of PFSI and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are aﬃliated companies.

The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.

Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.

Before investing, you should carefully consider your ﬁnancial objectives, and the risks, charges, fees, and expenses associated with any investments you are considering. This and other important information can be found in the prospectus and the summary prospectus, if available. Please review prospectuses, sales literature, and other disclosures carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.