Find a Financial Planner in Billings, MT

 

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We Only Work With The Best Billings Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Billings, MT

  • Financial Advisor Close to Billings, MT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Billings Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Billings area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Billings can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
20.1% of Billings's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Billings area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Billings area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Billings area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Billings area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Montana has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Billings area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Billings area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Billings, MT

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Billings, MT

We evaluated over 13,000 RIA firms to bring you the best of the best Billings financial advisors.
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How Retirement-Friendly is Billings, MT?

  • Population: 109,595
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $222,800
  • Average Monthly Housing Cost: $1,012
  • Average Household Income: $78,872
  • Montana Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Montana Property Tax: 3.59% (12th Highest in U.S.)
  • Montana Individual Income Tax: 2.58% (16th Highest in U.S.)
  • Montana Sales and Excise Tax: 1.28% (4th Lowest in U.S.)


The Top Financial Advisor Firms in Billings, MT


LOVELESS WEALTH MANAGEMENT, LLC

Website

(406) 656-9212

2615 Saint Johns Ave.
Suite A
Billings, MT 59102

SEC#: 801-110266
Years in Business: 4 years

ALLIED INVESTMENT ADVISORS LLC

Website

(406) 839-2037

3409 Transtech Way
Suite A
Billings, MT 59102

SEC#: 801-79202
Years in Business: 7 years

INVESTMENT MANAGEMENT GROUP

Website

(406) 655-3960

402 N. Broadway

Billings, MT 59101

SEC#: 801-61567
Years in Business: 18 years

TRUE NORTH FINANCIAL

Website

(406) 294-5000

3178 Gabel Rd
Suite 1
Billings, MT 59102

SEC#: 801-118992
Years in Business: 0 years