Fiduciary advisors in Kalispell, MT

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.

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

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

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.