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Molly N
CFP®, Series 63, Series 66
Missoula, MT
MoneySense LLC
Molly Nelson is a CFP® professional with 19 years of industry experience. She is the founder and manager of Money Sense LLC, an independent advisory firm she joined in 2024 after roles at Mariner Wealth Advisors and Avantax. In addition to her advisory work, Molly operates an online financial education platform called The Money Coven, providing weekly Q&A sessions and educational content. Money Sense LLC offers financial planning and education to individuals, families, and high-net-worth clients through limited-scope consultations and online resources, focusing on retirement, tax, cash flow, and risk management. The firm emphasizes recommendations based on Modern Portfolio Theory and passive, low-cost investments without managing client assets or charging percentage-of-assets fees.
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