Custer Financial Advisors

Custer Financial Advisors exists to educate and empower clients to make financial decisions that will have a positive impact on them and their families for generations to come. Our financial planning process is not a product we sell but a long-term relationship we build.

We start by listening to you, learning about all aspects of your current financial situation, developing a plan that will work for you, and walking alongside you to help you navigate life's changes.We know that a solid financial plan can alleviate many of the everyday money worries people face and can change the course of a family for generations.

Custer Financial Advisors is a team of three advisors dedicated to helping you find the right advisor for your needs. Our partnership with LPL Financial, the largest independent Broker Dealer in the nation, and our commitment to putting our clients first allows us to to offer independent, unbiased advice customized for every client.

We help people organize and understand their finances so they feel in control of their financial future and can make the appropriate decisions for them and their family. We create an investment portfolio for each client that we believe will help them reach their financial goals. This includes helping with things like budgeting, paying off debt, saving for a goal, investing, tax planning, estate planning, and planning for retirement.

This is a good and important question, and we will spend time in our first meeting talking about this. We will make sure that you understand and are comfortable with how our compensation works and let you decide which method is right for you. At Custer Financial we believe everyone deserves access to sound financial advice, so, unlike many firms, we don't charge a fee for time spent meeting with you.

Custer Financial Advisors is proud to work with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.