Best Financial Advisors in Billings

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.7/5.0
Average Rating

Billings Financial Landscape

Billings serves as a regional hub for trade and commerce, benefiting from its strategic location. The economy is diverse, with a mix of healthcare, retail, and energy sectors driving growth.

Major industries
Healthcare, Retail, Energy
Population
109K (metro: 109K)
Median household income
$60,000
Unique needs
Billings requires tailored financial strategies to address its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Billings has seen a 3% annual growth rate, driven by healthcare and retail expansions.
Wealth Demographics
According to Census (2023), the median income in Billings is approximately $60,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Billings are increasingly focusing on retirement planning and investment strategies for local industries.
Local Considerations
Cost of Living
According to BLS (2024), Billings has a cost of living index that is 10% lower than the national average, making it affordable for residents.
Real Estate Market
According to Zillow (2024), the real estate market in Billings is stable, with home prices appreciating steadily, but affordability remains a concern.
Business Environment
According to Fortune (2024), Billings offers a favorable business climate with low taxes and a supportive local government for small businesses.

Top 5 Financial Advisors in Billings

Edward Jones - Financial Advisor: Michael A Vondra, CFP®|ChFC®|ABFP®|AAMS®|CRPC™|CKA®
★ ★ ★ ★ ★ 5
Carson Wealth - True North Financial
★ ★ ★ ★ ★ 5
Strategic Retirement Plans
★ ★ ★ ★ ★ 5
Retirement Solutions • Financial Planner Billings, MT
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Lee D Humphrey Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™|CRPS™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Billings, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Billings-Specific Expertise
For Billings residents working in Healthcare, Retail, Energy, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Billings' reliance on energy and agriculture poses risks; diversify investments. Real estate is stable but watch for market bubbles. Prepare for flooding and winter storms.

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Find Financial Advisors in Nearby Cities

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