Find a Financial Planner 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.

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 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

 

How Can a CFP® in Bozeman Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Bozeman area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Bozeman include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
11.8% of Bozeman'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 Bozeman area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Bozeman area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Bozeman area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Bozeman 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 Bozeman 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 Bozeman 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 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: 20 years

XY INVESTMENT SOLUTIONS, LLC

Website

(360) 301-7579

24 E. Main Street

Bozeman, MT 59715

SEC#: 801-118916
Years in Business: 0 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