Merit Financial Advisors

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.

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.

Billings, Montana

Buchanan Capital is a family-owned investment firm founded in 2002 and based in Billings, Montana, offering financial planning and customized investment management. The firm serves individual investors, business owners, retirees, ranchers, and institutional clients including municipalities and retirement funds, with particular expertise in fixed income securities and multigenerational planning strategies. The advisors operate on a fiduciary basis and emphasize locally made decisions and customized portfolio construction rather than standardized approaches. The firm combines conservative investment strategies with access to institutional-grade research and bond dealer networks.