Owen Legacy Group is a fee-only certified financial planner company in Bozeman, MT. Owen Legacy Group offers fiduciary financial planning, investment planning, wealth management, portfolio management, risk management, insurance planning, cash flow and budgeting, retirement planning, estate planning, tax awareness, and business tax planning. Owen Legacy Group is a member of D.A. Davidson & Co. A Full-service broker-dealer and investment company. We Specialize in individual and multi-generational wealth planning. We are here to serve you locally in Bozeman and across Montana.
A fee-only financial planner in our team located in Bozeman, MT will work with you to develop a comprehensive strategy for your future needs including retirement planning, college savings strategies, insurance coverage options, and more. Our financial advisors partner with residents on all aspects of life from day-to-day decisions like budgeting money, choosing a mortgage lender, planning for retirement, organizing their estate, and much more.
Financial planning is the process of developing a financial plan to achieve specific goals. Before we even start talking to our clients about different products and options available, we have a consultation and get to know them first. We learn the motivations, dreams, and ambitions so we can come up with a plan to execute and turn those visions into reality.
Financial planners are experts in many areas, but most have at least an undergraduate degree in finance or economics and are certified by the Certified Financial Planner Board of Standards Incorporated (CFP®). The CFP® certification represents a commitment to ethics, education, and professionalism. Certification is not required but it does signify that you’ve completed rigorous training requirements. Knowing this gives you peace of mind that your fee-only financial advisor will help you get the financial life you deserve!
It is important to find financial guidance from a Bozeman MT local, properly registered company that is in line with your values, has the expertise you need, and will help you implement an actionable plan that fits into both your budget and lifestyle. We would love the opportunity to show you these advisory services offered in action. The best part is we have a fee-only pricing structure which allows for more money in your pocket.