A complete list of active advisors currently associated with Blackmore Financial Solutions

Warmer can help you find a great advisor at Blackmore Financial Solutions or one who fits your needs even better.

Blackmore Financial Solutions provides wealth management and financial planning to individuals, families, and small businesses. The firm offers portfolio management, fee-based comprehensive planning, and hourly or flat-fee planning engagements, and it also brokers life, health, and disability insurance through an affiliated insurance brokerage to augment client strategies. Investment advice is tailored using both fundamental valuation measures (P/E, P/B, Shiller P/E, ROE, free cash flow) and technical indicators (50- and 200-day moving averages), and recommended holdings commonly include ETFs and individual stocks. For well-qualified clients the firm offers actively managed short-term stock option strategies and uses derivatives in separately managed accounts, with such allocations generally limited to under 20% of investable assets and subject to suitability screening. Compared with many peers, the firm combines advisory work with other financial product sales and may receive brokerage commissions for execution, and it maintains an association with the National Futures Association reflecting derivatives and futures market experience. It also offers atypical advisory services for a firm of its size, including business valuation and exit-planning consulting and financial planning support for collaborative divorce and mediation.

To learn more about the advisors currently working at Blackmore Financial Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brock Schimbeno	Bozeman, MT	10
Jenifer Schimbeno	Bozeman, MT	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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