#1 Wealth Management & Financial Advisors in Montana

Secure Your Future with our Expert Financial Planners

Anderson ZurMuehlen provides comprehensive wealth management services through our strategic partner, Avantax Planning Partners SM. Our investment solutions are designed to help you better understand your personal situation and keep you on track for financial success.

Get a Custom Financial & Wealth Management Plan Today!

Strategic Discussion

Your CPA and Avantax professional will sit down with you and discuss your particular situation. We don’t believe in a one-size-fits-all approach and work diligently to tailor solutions to fit your needs.

Timely Review

An audit of your investments and a risk management review will help you understand where you stand in your wealth planning. Your CPA and Avantax professional will help set your retirement goals.

Sound Financial Advice

Your CPA and Avantax professional will review your situation and assist with recommendations to help you accomplish the goals that are most important to you and your situation.

Ready To Take Control Of Your Financial Future?

Investment advisory services are offered through Avantax Planning Partners SM. Commission-based securities products are offered through Avantax Investment Services SM, Member  FINRA SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Anderson ZurMuehlen.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.