What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Montana area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
Every Montana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Steven Wykoff
CFP®
MLR Financial Partners
Bozeman, MT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Bozeman, MT and Suwanee, GA.
Tim Bauer
CFP®, CAP®
Evergreen Financial Group
Billings, MT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Asset Consolidation and Optimization, Tax Planning
Christian financial advisors with a biblical perspective. We provide expert guidance for outdoor enthusiasts, helping you navigate your financial journey with confidence.
Scott Johnson
CFP®, AIF®
DecisionPoint Financial, LLC
Bozeman, MT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k), 457(b), 403(b) & Cash Balance Plans
Fee-Only Financial Planning and Investment Management Firm with offices in Mesa, AZ, Gig Harbor, WA, and Bozeman, MT. Expertise in working with business owners, professionals, non-profits, and families seeking to grow and preserve wealth.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
