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Best Financial Advisors in Missoula

2024

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Providers

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Missoula, MT
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Missoula, MT

Why choose this provider?

Need help contacting a Financial Advisor in Missoula? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1750 South Ave W, Missoula, MT 59801
  • Certified Financial Planner (CFP)

Why choose this provider?

Glidewell is a financial services firm that has been serving Missoula and nearby locations for over four decades. It caters to individuals and families, helping them secure their future through its financial planning and investment management solutions. The company also processes personal and business insurance policies to protect customers from financial losses due to unexpected events. It furnishes life, health, home, and disability coverages. President Dave Glidewell brings over 50 years of experience in the insurance industry.

License Verified:

License: 223133

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (81)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2425 West Central Avenue Suite 202-A, Missoula, MT 59801
  • Certified Financial Planner (CFP)

Why choose this provider?

Ortt Financial Inc. advises individuals and families in Missoula on achieving their short- and long-term objectives—whether they involve funding their children's college education, purchasing a home, or planning their retirements. It creates solutions for saving, investing, choosing insurance policies, and planning estates. It works with the clients to develop and implement strategies that reflect their unique needs and goals. Dan Ortt began his career in the financial field in 1996, launching the agency in 2010. He holds a Finance degree and a CFP designation.

Website
283 West Front Suite 302, Missoula, MT 59802
  • Certified Financial Planner (CFP)

Why choose this provider?

SG Long Financial has been serving clients in Missoula and the surrounding areas for more than three decades. It helps individuals, families, and institutions achieve their financial objectives through tax, estate, and retirement planning services. Its financial advisors, who have more than 150 years of collective financial services industry experience, work with clients' CPAs and attorneys. SG Long Financial provides investment management services through its affiliate, SGL Investment Advisors Services Inc. To accommodate client risk profiles, the affiliated company manages equities, balanced portfolios, and fixed-income securities.

License Verified:

License: 47511

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
283 W Front St, suite 101, Missoula, MT 59802
  • Retirement Planning

Why choose this provider?

Davidson Wealth Management is an employee-owned company operating in Missoula. It assists clients with wealth planning in order to reduce taxes, transfer wealth, and make charitable gifts. The planning process involves a discovery meeting, presentation of the investment plan, confirmation of commitment, organization of account paperwork, and review of progress and implementation of the advanced plan. The firm's vice president, Wesley Golie, is a Certified Financial Planner with an Accredited Investment Fiduciary designation. He has been in the financial industry since 2003.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
283 W. Front St., Suite 101, Missoula, MT 59802
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 1935, D.A. Davidson caters to individuals businesses looking for a financial advisor in Missoula and the surrounding communities. The company helps with goal setting and planning, professional asset management, institutional sales and trading, investment banking, and equity capital markets. It also offers tax-exempt fixed income investment strategies and helps clients achieve their financial and strategic goals through quality research. CEO Lawrence Martinez was also a partner at the corporate practice group of Dorsey & Whitney LLP.

License Verified:

License: 199

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Missoula, MT 59801
  • Retirement Planning

Why choose this provider?

Inukshuk Investments is an advisor-owned business that serves clients in Missoula and the surrounding communities. It offers financial planning services to endowments, foundations, institutions, families, and individuals. Its team creates investment portfolios according to clients' risk tolerance, time horizon, and objectives. It also provides retirement and debt planning, wealth preservation, and portfolio management services. The agency provides ERISA-related consulting and educational services to small business owners. Its owner, Geoff Gilbert, holds a Chartered Financial Analyst designation.

License Verified:

License: 166556

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Website
27 Fort Missoula Road, Suite 1, Missoula, MT 59804
  • Certified Financial Planner (CFP)

Why choose this provider?

Stewart & Associates is an independent financial advisory firm that caters to individuals, families, and businesses in Missoula and the surrounding areas. Its advisors are Certified Financial Planners who prepare clients' cash flows, balance sheets, and tax plans. They also carry out insurance evaluations to check carriers' strength and the sufficiency of coverage provided to clients. In addition, they provide investment portfolio recommendations, retirement income projection reports, educational savings schemes, and business plans. The firm has been in the industry for over a decade.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
283 W. Front St., Suite 101, Missoula, MT 59802
  • Certified Financial Planner (CFP)

Why choose this provider?

Round Stabio Wealth Management Group offers various financial services to individuals in Missoula and the surrounding areas. The company works closely with clients in preparing customized comprehensive financial plans and addressing wealth management issues. It also reviews investment performance, economic conditions, and overall market trends from quarter to quarter. The company's senior vice president, Rey Round, brings more than three decades of financial knowledge and industry experience in serving clients.

License Verified:

License: 2289136

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money can you put in your individual retirement account (IRA) in Missoula?

    In Missoula, the federal government set annual contribution limits for individual retirement accounts (IRAs). For tax year 2023, there is a $500 increase in the limit. You can contribute up to $6,500 to all your combined IRAs. If you have both a traditional and Roth IRA, you can only contribute a total of the annual limit in one year and not to each account. If you are 50 years old and above, you can also make an annual "catch-up" contribution worth $1,000.

  • Is there a limit on contributions for employer-sponsored retirement plans in Missoula?

    Yes. In Missoula, 401(k)s, 403(b)s, or employer-sponsored retirement plans have a contribution limit of $22,500. The amount increased compared to 2022, which was $20,500. For those who are 50 years old and above, they can contribute an additional $7,500 each year. This is called a catch-up contribution. Special catch-up opportunities are also available on 403(b) and 457(b) plans.

  • What is a gift tax in Missoula?

    In Missoula, gift tax applies to any type of property or any amount of money given as a gift where the donor is still living. The tax applies to the donor and not the recipient of the gift. You are not required to file a gift tax return unless the total amount of the gifts exceeds the annual gift tax exclusion for that calendar year. Note that the gift tax for the year 2023 is $17,000.

  • What happens if you withdraw funds from your tax-deferred investments before reaching retirement age in Missoula?

    If you withdraw funds from your tax-deferred retirement account in Missoula before reaching 59 and a half years old, you need to pay a 10% federal tax penalty and federal income taxes due. Note that there are certain situations where you can avoid a tax penalty and proceed in making early withdrawals from a retirement account.

  • What are the exceptions for early withdrawals from an individual retirement account (IRA) in Missoula?

    In Missoula, early withdrawals from an individual retirement account (IRA) are subject to a 10% penalty tax. However, there are some exceptions into which an IRA owner or his/her beneficiaries can withdraw even before retirement age:

    • Death of the IRA owner
    • Disability
    • Medical insurance
    • Unreimbursed medical expenses
    • Qualified higher-education expenses
    • First home purchase of up to $10,000
    • Qualified reservist distributions
    • Substantially equal periodic payments (SEPPs)
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.