Lion & Panther Financial Group

At Catamount Asset Management, we pride ourselves on being a dedicated advisor for our clients. We understand that every individual has unique financial concerns and goals. Our mission is to simplify and coordinate all of your financial services under one roof. Whether you're looking to plan for college, retirement, investments, insurance, or estate planning, we're here to help. Our team is committed to providing personalized attention and expert advice to ensure your financial future is secure.

Our Services

We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our investment management services focus on balanced index strategies using low-cost ETFs and mutual funds. We also provide retirement income planning, college planning, insurance planning, and estate planning. With our expertise and access to technology and custodial services of Fidelity Investments, we can offer all the services of a large firm at a fraction of the cost.

Meet Our Principal Advisor

John Henry is the managing director of Catamount Asset Management LLC. He has extensive experience in the financial industry, starting his career as an insurance broker and group benefits specialist before transitioning to investments in 1999. John's dedication to his clients and his extensive knowledge in the field make him an ideal advisor for those seeking personalized financial guidance.

Our Commitment

At Catamount Asset Management, we're committed to providing exceptional service and guidance to our clients. We believe in building long-term relationships based on trust and understanding. Whether you're just starting out or nearing retirement, we're here to help you navigate the complexities of financial planning.