Find a Financial Planner in Great Falls, MT

 

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We Only Work With The Best Great Falls 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 Great Falls, MT

  • Financial Advisor Close to Great Falls, 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 Great Falls Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Great Falls area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Great Falls can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.3% of Great Falls's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Great Falls area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Great Falls area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Great Falls area an ongoing effort.
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 Great Falls 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 in the Great Falls area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Great Falls area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 58,835
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $185,000
  • Average Monthly Housing Cost: $797
  • Average Household Income: $67,735
  • 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 Great Falls, MT


DAVIDSON INVESTMENT ADVISORS, INC.

Website

(406) 727-6111

8 Third Street North

Great Falls, MT 59401

SEC#: 801-10883
Years in Business: 45 years

D.A. DAVIDSON & CO.

Website

(406) 727-4200

8 Third Street North

Great Falls, MT 59401

SEC#: 801-45761
Years in Business: 27 years