Top 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.
If you're planning a Roth conversion, it's often because you expect your tax rate to change in the future or want to manage taxable income in retirement. A common mistake is treating the conversion as a simple tax event rather than a strategic, multi-year plan.
- Tax bracket management. Ask how they plan conversions to keep you in lower tax brackets over several years, not just the current one.
- Coordination with tax professionals. Confirm how they work with your CPA to handle state taxes and Medicare premium impacts.
- Account prioritization. Find out which accounts they recommend converting first and why, based on your overall financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David G
Series 63, Series 66
Warren, NJ
Primerica Advisors
David Greenberg's 23 years of experience and expertise in business exit strategies and tax-loss harvesting equip him to handle complex financial planning needs like Roth conversions. Operating within Primerica Advisors, a large firm offering flat-fee and subscription-based planning, he serves self-employed clients and business owners, providing a broad range of services including health insurance advice, which may complement tax and retirement planning strategies.
Experience: 23 years
Avg account: $230,599
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Louis D
CFA®, Series 63, Series 65
Bozeman, MT
Davidson Investment Advisors, Inc.
Louis Dilello's 26 years of experience and CFA® designation equip him to handle complex Roth conversion strategies, including tax bracket management and account prioritization. Operating from Bozeman, MT, he offers active portfolio management with a tax-aware approach through Davidson Investment Advisors, which serves both individuals and institutions with a 0.50% fee on its Equity Income Strategy, distinguishing him from other advisors by combining fundamental and quantitative analysis.
Experience: 26 years
Avg account: $880,518
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Andrew F
Series 66
Rock Springs, WY
LPL Financial
Andrew Fortuna's experience with wealth management and retirement plans for business owners equips him to assist with strategic Roth conversions, particularly in managing tax implications over multiple years. Operating from a large firm, LPL Financial, he offers flat-fee financial planning and access to diverse investment solutions, which may appeal to clients seeking structured, cost-transparent advisory services in Montana and nearby Wyoming.
Experience: 16 years
Avg account: $399,489
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Mark W
ChFC®, Series 66
Edmonds, WA
IP Financial Advisory Services LLC
Mark Weatherly's expertise in income planning and retirement plans for business owners equips him to assist with strategic Roth conversions, emphasizing tax bracket management over multiple years. Operating independently with a flat-fee structure, he serves individual retail clients and employs third-party advisors to tailor portfolios, distinguishing him from others by focusing on non-high-net-worth individuals and offering flexible consulting fees.
Experience: 10 years
Avg account: $240,578
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Scott S
Series 63
Irvine, CA
Centaurus Financial, Inc.
Scott Schiffer's extensive 27 years of experience and dual role overseeing tax matters at a CPA firm equip him to handle complex Roth conversion strategies involving tax bracket management and coordination with tax professionals. Operating from a large firm, he offers flexible fee structures including negotiable hourly rates, and employs both fundamental and technical analysis, distinguishing him from advisors focused solely on investment management.
Experience: 27 years
Avg account: $191,950
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