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Andrew E
ChFC®, Series 63, Series 65
Bozeman, MT
Continuum Advisory, LLC
Andrew Eakin is a financial advisor at Continuum Advisory, LLC in Bozeman, MT, holding the ChFC® designation with 27 years of industry experience. His prior experience includes roles at Wealth Management Associates, Triad Advisors, Inc., and Osaic Wealth, Inc. He serves as executor and successor trustee of his parents’ estate and is a limited partner in a family limited partnership receiving royalties from mineral rights in Minnesota. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s advisors use a range of investment vehicles and offer retirement plan consulting and ERISA fiduciary services while maintaining a high level of professional integration across financial and legal disciplines.
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