Best Financial Advisors in Missoula

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
60+
Advisors
4.8/5.0
Average Rating

Missoula Financial Landscape

Missoula's economy is driven by education, healthcare, and tourism. The city is home to the University of Montana, which significantly influences local employment.

Major industries
Education, Healthcare, Tourism
Population
69.1K (metro: 69.1K)
Median household income
$56,000
Unique needs
Missoula's economy relies heavily on education and tourism, necessitating diversification and sustainable growth strategies.
Market Insights
Economic Growth
According to BEA (2023), Missoula's economy has shown steady growth, primarily driven by the education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Missoula is $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Missoula are increasingly focusing on retirement planning and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), Missoula's cost of living is moderate, with housing costs rising due to demand from new residents.
Real Estate Market
According to Zillow (2024), Missoula's real estate market is competitive, with home values increasing steadily, raising concerns about affordability.
Business Environment
According to Fortune (2024), Missoula's business climate is supportive, with incentives for startups and a focus on sustainable practices.

Top 5 Financial Advisors in Missoula

Link Financial Advisory
★ ★ ★ ★ ★ 5
Montana Wealth Management
★ ★ ★ ★ ★ 5
WestPac® Wealth Partners (Missoula)
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Susan Colyer, CFP®|ChFC®|AAMS®
★ ★ ★ ★ ★ 5
Glacier Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Missoula, 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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Missoula-Specific Expertise
For Missoula residents working in Education, Healthcare, Tourism, 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
Missoula's reliance on education and tourism poses risks; consider diversifying investments. Real estate may face volatility due to seasonal demand and natural disaster risks like wildfires.

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Find Financial Advisors in Nearby Cities

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