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Joshua H

Series 66

Great Falls, MT

Big Sky Wealth Advisors, LLC

Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Cash flow / budgeting General retirement planning Founder/Business Owner Executive
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Ryan S

Series 63, Series 66

Great Falls, MT

Big Sky Wealth Advisors, LLC

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Cash flow / budgeting General retirement planning Founder/Business Owner Executive
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