Fiduciary advisors in Billings, MT

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

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

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.

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

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.