We listen to your financial concerns.

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We provide objective advice in each and every case.

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We always put your interests ahead of our own.

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We help you to implement our recommendations the most efficient, economical way possible.

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We Are Mentor Advisors.

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We provide OBJECTIVE ADVISE in each and every case.

Who We Are

Mentor Capital Management Inc. was founded in response to the growing recognition that the only financial planning professionals who can be truly objective are those who do not sell financial products. To this end, the firm has no revenue source other than the fees paid by its clients for financial planning and investment advisory services.

We stand ready to guide you with prudent, thoughtful advice as you navigate the sometimes uncertain waters of personal finance.

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Our Advisors

Dan C
President

Daniel B. Carey, CFP

Sarah Bodach
Operations Manager

Sarah Bodach, FPQP

Dan-Kaster-Headshot
Director of Tax​

Daniel G. Kaster, CPA