Complicated Financial Lives Require Expert Advice

We assist financially successful families and business owners in making smart financial decisions so they can enjoy the lifestyle of their dreams. Honesty and integrity drive our firm to preserve, grow and manage your wealth. And because we limit the number of people we serve, everyone we work with enjoys attentive customer service at all times.

McCormick Financial Advisors –
Your Financial Manager

Today’s affluent families require an advisor that is independent and loyal only to your best interests.  As your fiduciary, we stand side by side with you on each step of your financial life.

YOU DESERVE A
TRUSTED GUIDE

Navigate your finances and chart a
successful course for your future.

Complicated Financial Lives Require Expert Advice

We assist financially successful families and business owners in making smart financial decisions so they can enjoy the lifestyle of their dreams. Honesty and integrity drive our firm to preserve, grow and manage your wealth. And because we limit the number of people we serve, everyone we work with enjoys attentive customer service at all times.

McCormick Financial Advisors – Your Financial Manager

Today’s affluent families require an advisor that is independent and loyal only to your best interests.  As your fiduciary, we stand side by side with you on each step of your financial life.

Fee-Only Investment Advisor

Wading through your financials can seem daunting, but it doesn’t have to be.

WEALTH PRESERVATION

Protect what you have created. We specialize in custom wealth management (in Public and Private Markets) designed to endure for generations.

MITIGATING TAXES

It’s not what you make, but what you keep!  We work with tax professionals to ensure your money decisions are tax efficient.  

PROTECTING YOUR WEALTH AND IDENTITY
We help you stay ahead of cybercrime and litigious attacks.
CHARITABLE GIVING

One of the joys of having your financial house in perfect order is giving back to those that touch you.

PRESERVING WEALTH PODCAST

WITH MIKE MCCORMICK

Mike McCormick has been delivering financial advice over the air in southwest Montana for the past eight years.
It’s been a source of joy for Mike to dissect and relay timely economic concepts and concerns to a wide audience.
Check out the newest episodes of our very own podcast, Preserving Your Wealth, with Mike McCormick.

Bozeman MT McCormick Financial Advisors 05 28 2020

Bozeman MT McCormick Financial Advisors 05 28 2020

Will Trump put sanctions on China? Also, corporate bond sales up, is this time for stocks to split, why are mortgage rates going down, unemployment is shrinking with return to work, how real estate investment trusts work, US-China Trade War costing US companies $1.7 trillion.

Bozeman MT McCormick Financial Advisors 05 21 2020

Bozeman MT McCormick Financial Advisors 05 21 2020

36.8 MILLION Jobless Claims, Shadow Banking, Investing In China, what you should know about Black Rock Mortgage, tips on what to do with your stimulus money, oil prices are rising, any chance of Pharmaceuticals Coming Back to US? In spite of positive results of the virus on climate change more hurricanes predicted for the year.

READY TO START?

Learn more about personalized services or simply to speak with us.

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