Elevated Advisory & Accounting

Kalispell, Montana

Mountain Peak Wealth Solutions is a financial services firm in Kalispell, Montana, offering insurance, financial planning, investment management, and retirement income strategies to individuals, families, and businesses. The firm partners with National Life Group for insurance products and conducts investment advisory services through Equity Services, Inc., with registered representatives and investment adviser representatives on staff. The firm employs a disciplined, forward-looking approach to portfolio management that emphasizes risk management, diversification, and transparent fee structures, and operates under FINRA/SIPC oversight.

Bozeman, Montana

Blue Wolfe Financial is an investment advisory firm in Bozeman, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Billings, Montana

Merit Financial Advisors is an investment advisory firm in Billings, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Missoula, Montana

Nexus Wealth Management is an independent advisory firm in Missoula, Montana that provides financial planning and investment management services to over 700 clients across 1,100+ accounts. The firm offers financial goal setting, investment management, 401(k) benchmarking, insurance planning, estate planning, and defined benefit reviews, operating under a non-proprietary approach that evaluates solutions across the broader market. The firm begins client relationships with a personal consultation and comprehensive financial diagnostic assessment designed to identify opportunities and risks in each client's financial situation.