Advice-Only Financial Advisors in Montana
Browse verified advice-only financial advisors in Montana. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.
Rose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Rose Zealand, CFP®, CeFT®, End of Life Doula
Golden Thread Collaborative, LLC
Advice-only CFP®, CeFT®, and End-of-Life Doula helping clients navigate serious diagnosis, estate planning & financial decisions.
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Budgeting • Estate Planning • Insurance