Billings, MT

The Billings team believes everyone has a unique set of experiences, circumstances, goals, and financial history that forms their relationship with money. Creating a plan and process to honor each client’s financial journey is the core of their approach to wealth management.  They value helping their clients navigate the difficult times of life, as well as celebrating the wins.  They believe a trusted financial advisor is an asset in itself and should be in place well before it is “needed”. They approach wealth management as the journey to independence and freedom and recognize this looks different for everyone.

The Billings team serves their clients through all aspects of financial planning and portfolio management; and have worked with small business owners, families, and individuals of all ages and backgrounds. They are based in Billings, MT, but serve clients all over the United States.  They believe in exceptional customer service and are committed to the fiduciary standard.

Contact Us

Dakota Wealth Management

2615 St. Johns Ave., Suite A

Billings, MT 59102

Phone: (406) 656-9212