Fiduciary advisors in Montana

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.

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.

Billings, Montana

Carson Wealth is an investment advisory firm in Billings, Montana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Billings, Montana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Billings, Montana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Billings, Montana

Gams Financial Group, founded in 2000 by Michelle (Shelly) Gams, is a Billings-based financial planning firm serving pre-retirees, retirees, business owners, farmers, ranchers, and professionals. Gams holds multiple credentials including CFP®, ChFC®, CLU®, RICP®, CASL®, and WMCP®, and offers retirement planning, income distribution planning, estate and legacy planning, small business planning, investments, insurance, and wealth management services. The firm operates on a fee-based model through Eagle Strategies LLC, which is SEC-registered as an investment adviser and a subsidiary of New York Life Insurance Company. The team includes experienced advisors in financial planning, insurance, and client service.

Billings, Montana

Ten40Investing, based in Billings, Montana, provides financial planning and investment management services. The firm conducts account reviews, retirement income planning across work retirement plans and savings, and helps clients plan major purchases and financial goals. Founded by Christian, who entered the industry professionally in 2021 and later established an independent practice, the firm partners with Ten40Tax to offer integrated tax and financial planning services. Accounts are reviewed quarterly internally and annually with clients in one-on-one meetings.

Billings, Montana

Adam Gross is a financial advisor in Billings, Montana offering financial planning and investment management with a focus on retirement planning. The practice follows a six-step planning process that begins with understanding a client's personal situation and goals, moves through analysis and strategy development, and includes ongoing coordination with other professional advisors and regular monitoring as circumstances evolve. The firm has a 4.9-star rating based on 16 Google reviews.

Billings, Montana

High Plains Wealth Management in Billings, Montana provides financial planning, investment management, and insurance analysis services to clients across diverse backgrounds and life stages. The firm employs a team-based approach that begins with understanding each client's personal situation, goals, and risk tolerance, followed by the development of a customized financial strategy and ongoing monitoring. The firm offers a complimentary introductory consultation to review a prospective client's portfolio and discuss how their services might address specific financial objectives.

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.

Bozeman, Montana

Insurance-Based

Leisl Mooer, Financial Advisor - McKenna Financial is an insurance-based firm in Bozeman, Montana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bozeman, Montana

Merit Financial Advisors is an investment advisory firm in Bozeman, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning.

Bozeman, Montana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bozeman, Montana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.8-star rating from 4 Google reviews.

Bozeman, Montana

Mountain Wealth Investment Group is a Bozeman-based firm affiliated with Raymond James Financial Services, offering investment management and estate planning services. The firm works with clients to establish financial foundations (including emergency funds) and develop customized investment strategies aligned with individual goals, risk tolerance, and lifestyle preferences, conducting periodic reviews to monitor progress toward financial objectives.

Bozeman, Montana

Insurance-Based

Meghann Mckenna, Agent - New York Life is an insurance-based firm in Bozeman, Montana. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bozeman, Montana

Core Wealth, based in Bozeman, Montana, is a financial planning firm operated by advisors Dan and Katie Ritter. The firm offers financial planning, investment management, and wealth management services, with Dan holding the CFP credential. Core Wealth works with clients on a one-on-one basis to develop investment strategies aligned with individual goals and risk tolerance, and emphasizes financial education alongside account management.

Bozeman, Montana

NorthFork Advisors is an investment advisory firm in Bozeman, Montana. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bozeman, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bozeman, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Columbia Falls, Montana

Mercer Partners Wealth Management is a wealth management firm based in Columbia Falls, Montana that provides investment management and financial planning services to individuals and families. The firm employs a proprietary planning process called the Mercer 360° Process to address major financial transitions and life events. They serve a select clientele and position themselves as a long-term advisory partner focused on helping clients work toward financial independence.

Geyser, Montana

Down Home Financial is an advisory firm based in Geyser, Montana, serving agricultural families and professionals with comprehensive financial planning centered on farm and ranch succession strategies. Led by advisor Ty McDonald, the firm addresses challenges specific to agricultural operations including seasonal cash flow, multi-generational legacy planning, and transition of land and business assets. Services encompass retirement planning, investment management, tax coordination, insurance planning, and estate planning, with a stated practice philosophy emphasizing personal relationships and understanding of agricultural industry dynamics.

Great Falls, Montana

Battle Born Financial Advisor & Health Insurance Broker, located in Great Falls, Montana, provides financial planning, retirement planning, and insurance analysis for individuals and small business owners. Led by Brent Leavitt, CFP®, an Investment Advisor Representative registered with the SEC, the firm operates as a fiduciary and charges either flat fees ($750–$1,500 for planning engagements) or 0.5–0.95% AUM for account management, with hourly advisory available at $300/hour. The practice specializes in debt management, health insurance (including Medicare), retirement strategy, and serves clients through in-person, virtual, and phone appointments with annual plan reviews in July.

Great Falls, Montana

Bank-Affiliated

Bravera Wealth is a bank-affiliated firm in Great Falls, Montana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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.

Kalispell, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kalispell, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Kalispell, Montana

Merit Financial Advisors is an investment advisory firm in Kalispell, Montana. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kalispell, Montana

Harris Financial is a financial advisory firm based in Kalispell, Montana, serving clients across the Flathead Valley and nationwide. The firm offers estate planning, financial planning, investment management, and retirement planning services, with a stated focus on tax strategy, inheritance planning, and charitable legacy planning. Harris Financial operates through an initial meeting and proposal-based process designed to align recommendations with individual client circumstances, followed by ongoing advisory engagement.

Kalispell, Montana

Cornerstone Wealth Management Partners is a financial advisory firm based in Kalispell, Montana, affiliated with LPL Financial. The firm offers financial planning and investment management services, with a team led by founder Don Rich (CFP®, MS, MPASSM) and supporting staff including practice management and client services specialists. With over 40 years of collective industry experience, the firm develops customized wealth management strategies for clients at various life stages.

Kalispell, Montana

Elevated Advisory & Accounting is a Kalispell-based firm serving business owners with accounting, bookkeeping, and financial advisory services. The firm combines hands-on accounting support with strategic guidance, focusing on business owners across launch, growth, and stabilization phases. The team has over 100 combined years of experience and has worked with approximately 1,513 clients. Leadership emphasizes relationship-driven service, financial clarity, and systems development to help owners understand their business operations and make informed decisions.

Libby, Montana

Glacier Peak Wealth Management is an independent investment advisor based in Libby, Montana, operating through broker/dealer LPL Financial. The firm provides financial planning, investment management, and insurance analysis to individuals, families, and business owners, with specific offerings in retirement planning, education savings accounts, life insurance evaluation, and estate planning services.

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.

Missoula, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Missoula, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Missoula, Montana

Independent RIA

Montana Retirement Income Advisory is an independent fiduciary firm based in Missoula that focuses on retirement income planning, investment management, and Social Security optimization. Led by founder Shane McCann, who has held securities licenses since 1994 and possesses a master's degree in financial services, the firm works with clients transitioning from accumulation to distribution phases of retirement. The team provides financial planning and wealth management services tailored to individual circumstances, with particular emphasis on coordinating Social Security claiming strategies with overall portfolio distribution.

Missoula, Montana

Montana Wealth Management is an investment advisory firm in Missoula, Montana. Services include Financial Planning. The firm specializes in Investment Management 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 40 Google reviews.

Missoula, Montana

Thrivent - Julie Kieckbusch Jones is an investment advisory firm in Missoula, Montana. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Missoula, Montana

Advanced Practice Planning, LLC is a financial planning and investment management firm based in Missoula, Montana that specializes in serving physician associates with at least five years of practice experience. The firm provides financial planning, investment management, and wealth management services, with a focus on helping clients address questions around retirement readiness, tax efficiency, savings adequacy, and investment strategy. The firm explicitly avoids commission-based sales and positions itself as offering unbiased, straightforward advice tailored to the professional circumstances and concerns of its physician associate clientele.

Missoula, Montana

Thrivent's Missoula office, led by advisors Julie Kieckbusch Jones, Zach Fenlason, and Lee Christianson, offers financial planning services including complimentary initial consultations and a fee-based Dedicated Planning Services arrangement for personalized financial advice. The advisors work with clients to identify values and goals, assess current financial situations, and develop strategies to work toward objectives, with particular attention to estate planning and legacy considerations.

Missoula, Montana

Taurus Wealth Management is a Missoula-based firm offering investment management and wealth management services. The firm's advisors conduct portfolio reviews and provide personalized financial strategies, with a stated emphasis on understanding client objectives and delivering guidance without sales pressure. The firm is staffed by named advisors including Robert Braun, Kevin Bateman, Dale Baldwin, and Amanda Miller, and operates from an office at 2419 Mullan Road, Suite C.

Ronan, Montana

Stonefly Financial LLC is an investment advisory firm in Ronan, Montana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Whitefish, Montana

GlacierWealth is an independent fiduciary wealth management firm based in Whitefish, Montana, serving small business owners with over 25 years of experience. The firm operates on a fee-only model without commissions and provides estate planning and comprehensive wealth management services designed to address the financial complexities facing business owners. GlacierWealth works collaboratively with clients to assess financial objectives, determine risk tolerance, and construct investment portfolios aligned with their specific circumstances.