As Your Life Evolves, You Need a Wealth Strategy That Can Keep Pace
At Professional Financial Management, we develop custom financial plans and investment portfolios built around your needs and goals. Serving as your personal advisor means we’re dedicated to being the ones you can call for any financial issue, question or decision. Located in Bozeman, we work closely with our local community as well as individuals and families throughout the Northwest and beyond.
Helping You Plan Today for
We do this by blending...
An Objective Approach
As a fee-only, fiduciary firm, we have no products to sell nor commissions we earn. We offer guidance with one mission: safeguarding your financial future.
Conversations about Your Life, Goals & Family
Before offering any advice, we always take the time to get to know your story so we can align our recommendations with your distinct vision.
30 Years of Serving Clients
Since 1991, we’ve been committed to crafting research-driven solutions personalized to the needs of our clients.
Guiding You & Your Family with a Montana Mindset
We share your affinity for the mountains, for staying active, for enjoying time with your friends and family, and for warm welcomes. When it comes to our clients' goals, most of the people we work with want to continue spending their days in the outdoors and with those they love. They also want to make the most of their financial success with the same academically minded diligence they’ve devoted to their careers. We can help.
From professionals just starting out to those preparing to retire, our hometown values are a strong reflection of how we serve our clients. When you work with us, you can expect research-oriented, academically rooted guidance and personal partnership to strengthen your financial life, support what matters most to you — and be here for you on your journey.