Dr. Robert Frey, MS, CFP® formed Professional Financial Management in 1991 to provide advice deeply customized to those he served — advice that he himself was hard-pressed to find. Dr. Frey believed that only by understanding his clients and operating as a fee-only firm could he recommend solutions that made sense for their lives. Further, he sought to apply an academic perspective to create such solutions.
Since then, we’ve continued to build on the roots of integrity we were founded on three decades ago. We cherish the many relationships we’ve created and are proud to work in and serve our community.
Have a quick question or need to discuss a life update? We’re always here to talk through anything on your mind. That’s what it means to us to be invested in you and your family’s happiness, and that’s the benefit of working with a nimble, dedicated team like us.
Whether you’re still building the foundation of your life or you’re preparing to close the door on your career, we’ll work with you to develop a strategy that reflects your short-term needs and long-term aspirations.
Being a fee-only fiduciary firm means we uphold a responsibility to always make decisions in your best interest. We’re committed to providing advice that is unbiased and entirely tailored to your life and needs.
“In Montana, we help people because it’s the right thing to do.”
Supporting You Through Every Season of Your Life
Our goal is to provide evidence-based, personalized advice through a close and collaborative partnership.
Unlike a Robo advisor, finance app or large wirehouse, you can bring us your every financial question, and we’ll dedicate the time to talk through the large and small decisions that come up as your life unfolds. Together, we’ll determine what kind of financial moves make the most sense to support your life’s next steps.
Does Our Approach Resonate with You?
If so, get to know the team you’d be working with.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.