Top financial advisors in Montana
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.
Choosing the right financial advisor in Montana means focusing on whether they handle the specific work you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial goals.
- Match on the actual work. Ask what a typical day looks like for the advisor. If your needs involve complex investments or retirement planning, make sure they regularly handle those areas.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Tax planning frame. Montana has no general sales tax, which can affect your overall tax picture. Confirm the advisor considers this when discussing tax strategies.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Louis D
CFA®, Series 63, Series 65
Bozeman, MT
Davidson Investment Advisors, Inc.
Louis Dilello is well-equipped to serve clients in Montana seeking active portfolio management and tax-loss harvesting, supported by his 26 years of experience and CFA® designation. Operating from Davidson Investment Advisors, he offers a 0.50% fee on the Equity Income Strategy and benefits from a firm approach that blends fundamental, quantitative, and qualitative analysis, distinguishing him with a tax-aware, long-term investment focus.
Experience: 27 years
Avg account: $880,518
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Susan G
CFP®, Series 63, Series 65
Superior, MT
OSAIC
Susan Green's 33 years of experience and CFP® certification equip her to address complex financial needs in Montana, including annuities and retirement planning. Affiliated with OSAIC, a large SEC-registered firm, she offers flat-fee and negotiable AUM fee structures, providing flexibility compared to smaller firms. Her background includes consulting and OSJ services, enhancing her capability to serve diverse client types such as executives and retirees in Superior, MT.
Experience: 33 years
Avg account: $398,336
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Gregory F
CFP®, Series 66
Great Falls, MT
Edward Jones
Gregory Ferriter's nine years of experience and CFP® certification equip him to manage wealth and handle tax-loss harvesting and multi-generational wealth transfer, addressing complex financial needs in Montana. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a structured program fee up to 1.35% annually, serving diverse clients including executives and business owners, which may provide broader resources compared to smaller local advisors.
Experience: 9 years
Avg account: $246,728
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Sean S
CFP®, Series 66
Great Falls, MT
D.A. DAVIDSON & Co.
Sean Sturges specializes in wealth management and retirement income strategy, making him well-suited for clients seeking financial advisors in Montana focused on these areas. With 20 years of experience at the large firm D.A. Davidson & Co., he serves high earners and established professionals, offering comprehensive financial planning and investment advisory services from a fiduciary perspective in Great Falls.
Experience: 21 years
Avg account: $552,040
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Kristen K
Series 63, Series 65
Big Fork, MT
NEwEdge Advisors
Kristen Kline specializes in retirement plans for business owners, making her well-suited for clients in Montana seeking tailored SEP or solo 401(k) solutions. Operating within NewEdge Advisors, a large firm, she offers flat-fee financial planning up to $200,000 and negotiable business consulting fees, providing flexible payment options compared to advisors with strictly asset-based fees.
Experience: 11 years
Avg account: $813,531
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