Find a Financial Advisor in Missoula County, MT

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We Only Work With The Best Missoula County 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 Missoula County, MT

  • Financial Advisor Close to Missoula County, 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 Missoula County, 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 Missoula County, MT

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

  • Population: 117,309
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $292,800
  • Average Monthly Housing Cost: $939
  • Average Household Income: $74,060
  • 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.)


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The Top Financial Advisor Firms in Missoula County, MT

 

SGL INVESTMENT ADVISORS, INC.

Website

(406) 721-0999

283 W. Front Street Suite 302

Missoula, MT 59802

SEC#: 801-80443
Years in Business: 7 years

FRONT STREET CAPITAL MANAGEMENT, INC.

Website

(406) 541-0130

218 East Front Street, Suite 205

Missoula, MT 59802

SEC#: 801-68139
Years in Business: 14 years

HONKAMP KRUEGER FINANCIAL SERVICES INC

Website

(406) 218-7176

1821 South Avenue West
5th Floor
Missoula, MT 59806

SEC#: 801-50939
Years in Business: 26 years

FSC SECURITIES CORPORATION

Website

(406) 542-7718

1800 S. Reserve Street
Suite B
Missoula, MT 59801

SEC#: 801-42017
Years in Business: 29 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(406) 829-3306

280 E. Front Street
Suite
Missoula, MT 59802

SEC#: 801-117179
Years in Business: 2 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(406) 728-1800

101 E. Front Street
Suite 301
Missoula, MT 59802

SEC#: 801-56865
Years in Business: 22 years

CORECAP ADVISORS, LLC

Website

(406) 529-1136

6125 Marias Street

Missoula, MT 59803

SEC#: 801-72687
Years in Business: 10 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(406) 728-1800

101 E. Front Street
Suite 301
Missoula, MT 59802

SEC#: 801-56865
Years in Business: 22 years

FSC SECURITIES CORPORATION

Website

(406) 542-7718

1800 S. Reserve Street
Suite B
Missoula, MT 59801

SEC#: 801-42017
Years in Business: 29 years

 


Missoula County, MT Financial Advisor FAQs

Missoula County is located in western Montana. The county is shaped like a trapezoid, with the base along the Clark Fork River and the sides sloping up into the mountains. The county covers an area of 1,819 square miles. The top employer in Missoula County, Montana is the University of Montana with over 3,000 employees and annual revenue of over $200 million. Missoula County is best known for its natural beauty and outdoor recreation opportunities. The county is home to many state and federal parks, including the Lolo National Forest and the Clearwater National Forest. Missoula County is also a popular destination for fly fishing, whitewater rafting, and skiing. Financial advisory services are within reach in Missoula County, Montana. This is situated in the western section of its state. It belongs to the Missoula, MT Metropolitan Statistical Area, with its designated seat being the City of Missoula. To the north of this county is Lake County, to the east is Powell County, to the south is Ravalli County, and to the west is Mineral County. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

A financial advisor is usually beneficial for those who want advice on investments, retirement planning, and taxation. A financial advisor can often help you save money and more effectively plan how to spend your hard earned income.

Try to ask if they can provide a sample financial plan. This will at least give you an idea how he/she manages portfolios.

The answer to this question is dependent on exactly what the financial advisor provides. Many advisors offer a bundle of services such as portfolio management, estate planning, and risk management services. Those who only provide portfolio management may charge an hourly fee or receive a flat monthly retainer fee.

Financial advisors might also work as personal bankers at a bank or sit down with an entrepreneur and help them decide how best to grow their company using different methods of financing.


Other Nearby Financial Advisors

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