Fiduciary advisors in Missoula, MT

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

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

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

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.

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

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.