Best Financial Advisors in Missoula

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.

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.

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.

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.

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.

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.

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.

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.