Top financial advisors in Butte, MT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Butte, MT when you're navigating complex local tax rules or planning for retirement in a smaller community. Without local insight, advisors can overlook state-specific opportunities or challenges that affect your financial plan.
- Local tax knowledge. Confirm how they incorporate Montana's tax nuances into your retirement and investment strategies.
- Community-focused planning. Ask how they tailor advice to Butte's economic environment and cost of living.
- Experience with local firms. Inquire about their relationships with regional financial institutions and how that benefits your portfolio.
- Long-term guidance. Ensure they consider your evolving needs over time, not just immediate financial fixes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kaylee R
Series 66
Butte, MT
OSAIC
Kaylee Reynolds offers financial advice in Butte, MT, with a focus on annuities and experience serving founders, executives, and retirees. Working at Osaic Wealth, a large firm with a technology-driven investment process, she provides flat-fee planning and consulting services, which may appeal to clients seeking transparent fees and access to diverse investment options.
Experience: 2 years
Avg account: $398,336
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Jerald C
Series 63, Series 65
Butte, MT
LPL Financial
Jerald Campbell's 29 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-equipped to address the financial needs of clients in Butte, MT, especially those navigating local tax nuances. Affiliated with LPL Financial, a large firm offering flat-fee planning and a broad range of investment solutions, he stands out for combining seasoned insight with access to extensive resources.
Experience: 30 years
Avg account: $399,489
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Vivienne G
Series 65, Series 63
Butte, MT
Wells Fargo Clearing
Vivienne Gustavsen offers financial advice in Butte, MT, with a focus on high-net-worth clients and a flat-fee structure, supported by her affiliation with the large firm Wells Fargo Clearing. Her experience includes retirement plan consulting and an investment approach grounded in modern portfolio theory, which may provide a structured strategy compared to other local advisors.
Experience: 3 years
Avg account: $475,575
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Andrew D
Series 63, Series 65
Butte, MT
RBC Capital Markets
Andrew Dowd at RBC Capital Markets in Butte, MT, brings six years of experience and expertise in tax-loss harvesting and wealth management, which can help navigate Montana's tax nuances for retirement planning. His background includes working at Wells Fargo and access to a large firm's resources, offering flat-fee options and tailored investment strategies for executives, founders, and those approaching retirement.
Experience: 6 years
Avg account: $1,017,425
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Walter M
Series 63, Series 66
Butte, MT
Edward Jones
Walter Mc Intosh Sr. brings 26 years of experience and local presence in Butte, MT, supported by Edward Jones' extensive resources and $1.01 trillion in assets under management. His expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, combined with a fee structure up to 1.35% annually, distinguishes him among advisors serving retirees and business owners in the area.
Experience: 26 years
Avg account: $246,728
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