At Professional Financial Management, we develop custom financial plans and investment portfolios built around your needs and goals. Serving as your personal advisor means we're dedicated to being the ones you can call for any financial issue, question or decision. Located in Bozeman, we work closely with our local community as well as individuals and families throughout the Northwest and beyond.
Before offering any advice, we always take the time to get to know your story so we can align our recommendations with your distinct vision. Since 1991, we've been committed to crafting research-driven solutions personalized to the needs of our clients. We share your affinity for the mountains, for staying active, for enjoying time with your friends and family, and for warm welcomes.
Before offering any advice, we always take the time to get to know your story so we can align our recommendations with your distinct vision. Since 1991, we've been committed to crafting research-driven solutions personalized to the needs of our clients. We share your affinity for the mountains, for staying active, for enjoying time with your friends and family, and for warm welcomes.
Services
Dr. Robert Frey, MS, CFP(R) formed Professional Financial Management in 1991 to provide advice deeply customized to those he served - advice that he himself was hard-pressed to find. Dr. Frey believed that only by understanding his clients and operating as a fee-only firm could he recommend solutions that made sense for their lives.
Nothing drives me more than getting to experience the financial achievements of our clients firsthand. When our planning and investment guidance is paired with our clients' trust and discipline, we've been able to watch our clients attain their lifestyle and financial goals- even through varying economic and market climates.
You have unique hopes, dreams and responsibilities. We always get to know you and your whole financial situation in order to custom design a plan that's right for your life. We'll partner with your accountant, estate planning attorney and other professionals to see that every aspect of your financial life is coordinated and working towards your goals.
In this call, you'll let us know what you're looking for in an advisor and what you need guidance with, and we'll share more about our approach and the services we offer. This is an opportunity for both of us to see if it makes sense to work together. If we've decided we're a good fit to collaborate, we'll have a discovery meeting to determine your goals and objectives, and we'll gather the necessary documentation to begin.
Reviews
Be the first to review Professional Financial Management.
Write a Review
