Joe Koch has nearly 40 years of investment experience servicing clients and their financial needs and has held the CERTIFIED FINANCIAL PLANNER™ designation since 1994. He joined B. Riley Wealth Management in 2010 and developed the Blue Mountain Wealth Management team in 2024. In 2026, he expanded the team with the addition of Lance B. Johnson, Managing Director - Insurance of Blue Mountain Wealth and Ed Millington, Managing Director - Portfolio Manager of Blue Mountain Wealth. Click here to meet our growing Blue Mountain Wealth Management Team.
The team has a shared focus on integrity, a commitment to elevated client service, and comprehensive financial planning. We understand each client's individual goals and focus on providing personalized advice, financial solutions tailored to their specific goals, and exceptional client service.Contact us to learn more about the services we offer and how we can help you and your family reach your financial goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.