Financial Advisors in Montana

You can start by exploring your state in our Advisor directory or enter your ZIP code in the search bar above. You’ll see a list of nearby UBS financial advisors and teams, along with a link to their website which shows in detail their specialties, contact information, and office locations.

Look for an advisor who understands your financial goals, has the right credentials (like CFP^® or CFA^®), and offers services that match your needs—whether it’s retirement planning, investing, or wealth transfer. Some clients value advisors who offer team-based support and a strong local presence, while others clients prefer sole practitioners and a more low-key one-to-one relationship.

Although UBS Financial Advisors are well-positioned to help investors with $1M or more in investable assets grow, preserve and transition their wealth, minimum asset levels can vary by advisor or team. Some advisors specialize in ultra-high-net-worth clients, while others may work with individuals who are still building their wealth. You can learn more by reviewing each advisor’s profile or contacting them directly.

An individual advisor works one-on-one with clients. Advisor teams bring together professionals with complementary skills—such as investment strategy, tax planning, and estate guidance—to offer a more holistic and collaborative experience.

UBS advisors can help with personalized investment strategies, retirement planning, tax-efficient wealth transfer, business succession, philanthropic giving, and more. Each advisor or team may offer different areas of focus, which are detailed in their profiles.

Most UBS financial advisors offer both in-person and virtual meetings, depending on your preference and location. You can reach out directly to an advisor to discuss your options and schedule a consultation.

Each advisor’s profile includes background, credentials, areas of focus, and client philosophy. Many advisors offer an introductory meeting to discuss your needs, so you can decide if there’s a good fit before committing to a long-term relationship.