Top cash flow / budgeting financial advisors in Montana

Louis Dilello is a CFA® charterholder with 27 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2016. Outside his advisory role, he manages a rental property in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity, taxable fixed income, and municipal fixed income strategies. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income portfolios, emphasizing active, long-term management and tax-related services.

Susan Green is a CFP® with 33 years of industry experience, currently affiliated with Osaic since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Independent Capital Management, Inc. since 1993. Outside of her advisory roles, she is a notary public and provides office supervisory and consulting services through her sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios, offering both discretionary and non-discretionary account management.

Gregory Ferriter is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones in Great Falls, MT since 2016. Outside of his advisory role, he is involved with GMF Properties and a freelance court reporting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sean Sturges is a CFP® with 20 years of industry experience and has been with D.A. Davidson & Co. since 2015. He serves on several nonprofit boards, including as board president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. Sean is based in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She previously worked at Southern Style Financial, Inc. dba Mission Trails Financial, and BWK, Inc. Ms. Kline holds Series 63 and Series 65 licenses. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.