With nearly 40 years of combined financial advising and planning experience, Ed Tompkins and Jason Hundhausen are dedicated to helping clients maneuver the intricacies of personal finance. They collaborate to dig beneath the surface of conventional wisdom to analyze economic and investment trends which they believe will lead to long-term sustainable wealth management.
As fiduciary advisors, both Ed Tompkins and Jason Hundhausen are committed to your financial success. A person with fiduciary responsibility is legally required to act in a manner that benefits the party who places that confidence in them. We strive to provide extraordinary and comprehensive wealth management services using a holistic approach resulting in balanced, long-term financial security for our clients and their loved ones.
As fiduciary advisors, both Ed Tompkins and Jason Hundhausen are committed to your financial success. A person with fiduciary responsibility is legally required to act in a manner that benefits the party who places that confidence in them. We strive to provide extraordinary and comprehensive wealth management services using a holistic approach resulting in balanced, long-term financial security for our clients and their loved ones.
Services
Bozeman Financial Advisors is based in beautiful Bozeman, Montana and serves clients in more than 20 states. We offer independent, fee-based, fiduciary financial advising with the ability to customize portfolios to meet client needs, without the influence of fund-based commissions or fees.
With 40 years of combined financial planning and advising experience, Ed Tompkins, Certified Financial Planner, and Jason Hundhausen, Financial Advisor, offer sophisticated financial solutions for a range of client situations including retirement planning, charitable giving, trusts, and life insurance.
With 40 years of combined financial planning and advising experience, Ed Tompkins, Certified Financial Planner, and Jason Hundhausen, Financial Advisor, offer sophisticated financial solutions for a range of client situations including retirement planning, charitable giving, trusts, and life insurance.
The associates of Bozeman Financial Advisors offers independent*, fee-based, fiduciary financial advising with the ability to customize portfolios designed to meet client needs, without the influence of product-based commissions or fees. Advisory services offered through Securities America Advisors, Inc. and/or Arbor Point Advisors, LLC.
By the time he was 14 years old Ed had socked away his first $1,000 in a savings account, from odd jobs that paid about $2.25 an hour. He still appreciates the simplicity and satisfaction of manual labor, like splitting and stacking wood, where effort applied translates to immediate results. If only investing were so easy.
Jason has been a fee-based financial advisor and fiduciary portfolio manager since 2011. He brings unique skills and perspectives to financial analysis derived from his work as a high-tech engineer. The appeal of working closely with people prompted Jason to become a financial advisor where his efforts are validated by his clients' financial well-being and the lasting relationships he builds with them.
Food, metal, raw material or another physical substance that investors buy or sell either in physical form or on a futures contract - examples include agricultural products like wheat or cattle or products of mining such as precious metals or oil. The most widely known index in the U.S., it is a price-weighted average of 30 actively traded blue-chip stocks considered to be a barometer of how shares of the largest U.S. companies are performing.
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