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Brandon S
CFP®, Series 65
Bozeman, MT
Professional Financial Management, Inc.
Brandon Smith is a CFP® with 11 years of industry experience, currently serving at Professional Financial Management, Inc. since 2015. He holds a Series 65 license and works out of Bozeman, MT. Professional Financial Management, Inc. provides financial planning and discretionary portfolio management to individuals, trusts, business owners, charitable foundations, and qualified retirement plan sponsors. The firm emphasizes globally diversified, low-cost, institutional-class mutual funds with a focus on small-cap and value equities, along with short- and mid-term fixed income, implementing portfolios through written investment policy statements and maintaining attention to tax efficiency.
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