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David Fowler (CFP®, ChFC®)

David Fowler focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials

Planning Specialties

Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. 

With over 15 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). 




Additional Information

WHO I SERVE

As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:

• Outdoor Industry Professionals
• Outdoor Enthusiasts
• Solopreneurs

If you love the outdoors, work outdoors, or work for yourself - let’s have a conversation.

OUTSIDE OF WORK

When I'm out of the office I spend my time in the wilderness, with my wife, in a good book, or at my church. 

NAPFA Start Date

February 11, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

12709 Devonshire Lakes Dr Fort Myers, FL 33913 Phone: (201) 477-0667
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