Quick Look: Best Financial Advisors in Bozeman, Montana Near You
- Best for Family Planning: Ashton Thomas Private Wealth
- Best Robo-Advisor: M1 Finance
- Best for a Custom Approach: Bitterroot Capital Advisors
- Best for Retirement Planning: Financial Enhancement Group, LLC
- Best Portfolio Analysis: Personal Capital
- Best for Long-Term Investing: Professional Financial Management, LLC
- Best for High-Net-Worth Individuals: White Wealth Management
A vibrant culture, charming downtown, and scenic mountain views rank Bozeman, Montana as 1 of the best places to live.
You can plan for your future in Bozeman with the help of financial advisors and financial planners in the area. Start with our list of the best financial advisors in Bozeman, Montana.
Best for Family Planning: Ashton Thomas Private Wealth
Ashton Thomas Private Wealth offers financial guidance for family planning that encompasses all your personal goals. Your wealth advisor will help you develop a financial plan and allocate your investments accordingly.
Services include the Family Blueprint to coordinate your family financial affairs, store important records, help with family business succession and wealth education. Aston Thomas also has advisors to guide with estate planning, insurance planning and tax planning.
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Address
15279 N SCOTTSDALE ROAD SUITE B2-215SCOTTSDALE AZ, 85254
Phone number
602-732-4745
- Customizable Auto Investing
Best Robo-Advisor: M1 Finance
M1 Finance is an online money management platform. You can customize your own investment portfolio or choose from 80 expert-curated portfolios. You can also invest in fractional shares for a lower upfront cost and automate deposits into your investment account.
You can open a line of credit when your investment account hits $10,000. You will be able to borrow up to your credit limit and pay a low-interest rate. M1 Finance also offers checking accounts and an unlimited 1% cash-back debit card.
Best for a Custom Approach: Bitterroot Capital Advisors
Bitterroot Capital Advisors specializes in a customized investing approach. Advisors pull from a diverse range of asset classes and investment styles to create your portfolio. Your risk tolerance, cash flow needs, time horizon and other special requests are taken into account.
Bittersweet Capital was featured in 300 Top Registered Investment Advisers by “Financial Times” in 2019.
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- CASH FLOW ANALYSIS AND ESTATE PLANNING
Address
118 EAST MAIN STREET BOZEMAN MT, 59715
Phone number
406-556-8200
Best for Retirement Planning: Financial Enhancement Group, LLC
Financial Enhancement Group has combined investment management and financial planning services since 1997. Advisors help you create a retirement plan that includes specific recommendations and advice for you to follow. And the personalized investment accounts help you make the most out of your 401(k) and IRA.
Its advisors consider legal factors to create tax-efficient ways for you to receive your retirement income. You’ll also have access to legacy planning services to transfer assets to your loved ones when the time comes. Accounts are handled on a case-by-case basis and advisory fees are negotiable.
- High Net Worth Individuals
Best Portfolio Analysis: Personal Capital
Personal Capital offers a host of financial tools to help you manage your finances. Start by linking your accounts to the platform to get a complete picture of your finances. The platform can then help you create a budget, plan for retirement and track your investments.
You qualify for a free consultation with a financial advisor if you link at least $100,000 in investable assets. No more than 0.89% is charged on the first $1 million you invest.
Best for Long-Term Investing: Professional Financial Management, LLC
Professional Financial Management, LLC has offered financial planning and investment management services since 1991. The firm prioritizes a long-term relationship with clients and investment strategies are also focused on long-term growth.
Financial planning services include education, retirement, insurance, estate and charitable giving. Advisors don’t accept commissions from your investments and are paid on a fee-only basis.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Address
200 NORTH MARTINGALE ROAD SCHAUMBURG IL, 60173-2096
Phone number
888-528-2987
Best for High-Net-Worth Individuals: White Wealth Management
White Wealth Management, LLC is a Montana subsidiary of Chicago-based Hightower Advisors, LLC. It works with clients to provide wealth management, advisory, financial and estate planning and family office services. The firm can also help with charity donations and vetting accountants and other advisors.
Advisors take a holistic approach to consider all aspects of your finances. Accounts are managed on a case-by-case basis with no set annual fees or minimum account sizes. However, the firm charges higher fees for premium services. It may not make sense to have less than $500,000 in investable assets.
Hightower’s investment strategy is rooted in the idea that you need a financial advisor who intimately understands your goals and needs as an investor. When you begin with Hightower, you’ll tell the company more about your goals and progress towards them. Hightower will then coordinate your investments with an individual advisor who aligns with your investing strategy and asset preference. With over $48 billion in assets under management, Hightower is one of the largest financial advisors in Chicago — and the rest of the country. The company offers financial planning services to individuals, corporations, universities, nonprofits and state and local governments. There’s no minimum account balance required to begin working with Hightower.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Address
200 W. MADISON ST. SUITE 2500CHICAGO IL, 60606
Phone number
312-962-3800
Frequently Asked Questions
What’s the difference between financial planning and retirement planning?
Financial planning is an umbrella term that includes retirement planning, education planning, estate planning, debt management and more. Retirement planning is an important component of financial planning.
Do I need a financial advisor for retirement?
No, but it helps. A financial advisor can help you pinpoint retirement goals and develop a plan for you to reach them. Financial advisors build an investment portfolio to suit your retirement needs. They can also help with tax efficiency and optimizing your cash flow.
Can financial advisors help mitigate debt?
Yes. Financial advisors are trained to help you tackle debt. They can offer advice on which debt to pay off initially and how to plan for major purchases.
Find a Financial Advisor Today
A financial advisor can help you plan for your future. Each firm offers different expertise and focus — compare fees and services with your goals to find the perfect balance.
You can confirm your firm’s license and see any disciplinary actions incurred through FINRA and U.S. Securities and Exchange Commission website.
Methodology
To determine the top financial advisors in Bozeman, we pored through all SEC-registered advisory firms that have an office in Bozeman. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.