Wealth Management, Rooted in Montana Values
Access personalized, values-based financial planning right here in your hometown. Our partnership with Merit Financial Advisors brings award-winning expertise to individuals, families, and business owners in our community.
Your Local Partner for Planning What Matters Most
When it comes to your future, you deserve an advisor who understands where you are coming from, and where you want to go. That’s why we have partnered with Merit Financial Advisors, to bring you personalized wealth management that is rooted in trust, guided by experience, and tailored to your life here in Montana.
Merit brings a client-first approach to wealth management, grounded in our shared values of integrity, transparency, and personalized service. As fiduciaries, Merit advisors are committed to putting your best interests at the center of each recommendation, helping you make more confident decisions at every stage of life.
Practical Solutions for Every Stage of Your Journey
Trusted Insight. Thoughtful Guidance.
What Merit Offers
Unlock a full-service advisory experience—right here in the community you call home. Merit offers personalized guidance across these core areas of your financial journey:
- Financial Planning – A personalized roadmap to reach your goals
- Investment Management – Portfolio strategies aligned with your risk tolerance
- Tax-Aware Planning – Minimize your tax burden and maximize opportunity
- Retirement Planning – Confidently prepare for the life you envision when you finish working
- Estate and Legacy Planning – Leave a meaningful legacy and provide for the people who matter most
- Insurance Solutions – Protect your home, family and future with the right policies
- Business Valuation & Insights – Gain clarity on the value of your business to support strategic decision making, succession planning, or sale readiness.
- Employee Education & Benefits – Strengthen your team and help boost retention through benefits education and wellness initiatives.
Why Choose Merit
- Fiduciary Responsibility
- Your goals come first, always. Merit’s advisors are legally and ethically bound to act in your best interest.
- National Reach, Local Roots
- Enjoy the resources of a national firm with the personalized, small-town service you expect.
- Frustration-Free Technology
- Stay connected and in control of your financial journey with user-friendly tools.
- Wholehearted Service
- Get guidance from advisors who take the time to understand what matters to you.
Take the Next Step Toward a More Confident Future
Financial planning is about helping good people make great decisions for what’s ahead. Whether you are planning for retirement, managing investments, or thinking about your legacy, Merit offers holistic guidance designed around your goals and grounded in the Montana way of life. Explore how Merit Financial Advisors can help you create a steadfast plan that fits your vision and supports your values.
Schedule Your Complimentary Consultation
Investment advice offered through Merit Financial Group, a registered investment adviser. Not FDIC Insured. No Bank Guarantee. May Lose Value.