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Find Help · Montana
Financial Advisors serving Montana. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Montana so far: 17 hospice & palliative care, 8 financial advisors, 5 funeral homes, 3 grief counselors.
Every figure here comes from MORTL's Montana guide, which cites the statute or the state agency behind it. Read the Montana guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Montana is the order to work in. It's free and it always will be.
Montana financial advisory firm offering fee-based investment management, retirement and 401(k) plan services, and financial roadmap planning, including risk tolerance evaluation and portfolio design, in the Billings area.
Montana financial advisor offering wealth management, investment consulting, advanced planning, relationship management, estate planning, and business exit strategy services, including fiduciary-based fee structures for business owners and high-net-worth families, in the Billings area.
Montana investment advisory firm offering financial planning, portfolio monitoring, asset allocation, and retirement and estate planning guidance in the Billings area.
Montana investment firm offering closed-end funds, listed alternative investment strategies, and portfolio literature for financial advisors and institutions in the Bozeman area.
Montana financial advisor offering retirement planning, cash management, portfolio management, risk assessment and insurance planning, trust and estate planning, and wealth and asset management, including tax solutions, in the Bigfork area.
Montana financial advisory firm offering financial planning and investment advisory services, including fee-only fiduciary guidance, in the Bozeman area.
Montana financial advisory firm offering retirement planning, wealth management, estate strategy, investment management, and legacy and succession planning, including services for individuals, families, and business owners, in the Missoula area.
Montana investment management firm offering portfolio management, wealth planning, and estate planning services, including investment offerings for clients, in the Whitefish area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →