Find a Financial Advisor in Whitefish, MT

 

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We did the hard work of finding trustworthy partners in Whitefish, MT.

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We Only Work With The Best Whitefish 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

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 Whitefish, MT


  • Financial Advisor Close to Whitefish, 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 Whitefish, 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 Whitefish, MT

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

  • Population: 7,714
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $337,500
  • Average Monthly Housing Cost: $1,109
  • Average Household Income: $89,034
  • 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 Whitefish, MT

 

STACK FINANCIAL MANAGEMENT INC

Website

(406) 862-8000

625 Wisconsin Avenue

Whitefish, MT 59937

SEC#: 801-45724
Years in Business: 27 years

MAIN LINE RETIREMENT ADVISORS, LLC

Website

(406) 862-3795

2 O'Brien Ave

Whitefish, MT 59937

SEC#: 801-108390
Years in Business: 5 years

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Website

(312) 595-6020

1254 Lion Mountain Drive

Whitefish, MT 59937

SEC#: 801-27047
Years in Business: 35 years

MAIN LINE RETIREMENT ADVISORS, LLC

Website

(406) 862-3795

2 O'Brien Ave

Whitefish, MT 59937

SEC#: 801-108390
Years in Business: 5 years

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Website

(312) 595-6020

1254 Lion Mountain Drive

Whitefish, MT 59937

SEC#: 801-27047
Years in Business: 35 years

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Website

(312) 595-6020

1254 Lion Mountain Drive

Whitefish, MT 59937

SEC#: 801-27047
Years in Business: 35 years

KILTERHOWLING LLC

Website

(406) 863-2100

309 Wisconsin Avenue

Whitefish, MT 59937

SEC#: 801-118595
Years in Business: 1 years

 


Whitefish, MT Financial Advisor FAQs

Financial Advisors get paid in a variety of ways. Some may charge by the hour, some may charge by the project and others will use a fee-based structure.
Search for firms, brokers, or companies whose website indicates that they are registered with the Securities and Exchange Commission (SEC).
Financial advisors offer a variety of services, not just portfolio management. The cost of overseeing your investments will vary depending on what kind of financial advisor you get.
The easiest way to find an advisor would be through word of mouth input from friends and family.