Find a Financial Advisor in Billings

Customized Wealth Solutions in Billings and Beyond.

Our financial advisors in Billings are experienced at helping individuals, families and business owners define and find their freedom with wealth strategies that are customized to their unique goals and aspirations.

We proudly serve Billings, Eastern Montana, Northern Wyoming and beyond with personalized financial planning. Our clients live and work across the nation. We are active members of our local community and understand the unique needs of our thriving community.

Whether you’re looking for retirement planning, a carefully curated financial plan, help with multi-generational wealth strategies or asset management, our experienced wealth advisors can guide you on the path to defining and actively pursuing your long-term goals.


Asset Management 

Retirement Planning 

Multi-Generational Wealth Strategies 


The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

Living in Retirement: A Guide to Maintaining Financial Health and Independence in Retirement

A Guide to Maintaining Financial Health & Independence in Retirement

Whether you’re confident in your ability to generate income for another 20, 30 or more years in retirement, or have concerns about how long your income may last, this guide can provide you with a better understanding of how to minimize the financial challenges today’s retirees face regardless of income level, and make the most of this exciting period in your life.

Estate Planning Simplified: Understanding Wills & Trusts

Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.


From Being Ready for Retirement?

Our Advisors

Paul Reinker

Wealth Advisor