Find a Financial Advisor in Bozeman, MT

 

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We Only Work With The Best Bozeman Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Bozeman, 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

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

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

  • Population: 46,746
  • % of Population 62 Years and Over: 11.8%
  • Average Home Value: $369,300
  • Average Monthly Housing Cost: $1,157
  • Average Household Income: $77,381
  • 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 Bozeman, MT

 

BITTERROOT CAPITAL ADVISORS LLC

Website

(406) 556-8200

118 East Main Street

Bozeman, MT 59715

SEC#: 801-58029
Years in Business: 21 years

XY INVESTMENT SOLUTIONS, LLC

Website

(360) 301-7579

24 E. Main Street

Bozeman, MT 59715

SEC#: 801-118916
Years in Business: 1 years

MILLIONAIREWE WEALTH MANAGEMENT

Website

(406) 233-6361

389 South Ferguson Ave.
Suite 219
Bozeman, MT 59718

SEC#: 801-114618
Years in Business: 2 years

HIGHTOWER ADVISORS, LLC

Website

(406) 404-7047

113 E. Oak Street
Suite 4A
Bozeman, MT 59715

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(406) 404-7047

113 E. Oak Street
Suite 4A
Bozeman, MT 59715

SEC#: 801-69625
Years in Business: 13 years

HOLMES & TURNER FINANCIAL SERVICES, INC.

Website

(406) 587-4265

1283 North 14th Avenue, Suite 201

Bozeman, MT 59715

SEC#: 801-64030
Years in Business: 16 years

HIGHTOWER ADVISORS, LLC

Website

(406) 404-7047

113 E. Oak Street
Suite 4A
Bozeman, MT 59715

SEC#: 801-69625
Years in Business: 13 years

VISIONPOINT ADVISORY GROUP, LLC

Website

(406) 404-1204

720 Stoneridge Drive
Suite 2
Bozeman, MT 59718

SEC#: 801-78506
Years in Business: 7 years

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

Website

(406) 582-8300

2340 Three Bears Road

Bozeman, MT 59715

SEC#: 801-111814
Years in Business: 4 years

 


Bozeman, MT Financial Advisor FAQs

These experts can review your portfolio - which affects returns - so you don't have to do the math yourself. They are great for providing cost-benefit analysis for investment decisions and if needed, consulting on changes in tax laws.
Financial advisors advise clients on how to manage their finances, typically consisting of investments (such as stocks, bonds, funds) and insurance products. They help private investors make better investment decisions by providing sophisticated explanations for complex topics related to finance.
Pay attention to the type of product they are attempting to sell. If the advisor only offers one type of product, you should be cautious as it may not be best for your needs. For example if they recommend putting all of your investments into gold, then this may not match what's in your budget or how you want to invest for future needs.
A financial advisor can be found by looking for possible dual-licensed or registered professionals to help make the process easier. The SEC strongly advises that you check with both your state and federal securities regulator to find out what kind of licenses your prospective advisor holds before deciding which one is right for you.