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.

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.

The First 3 Steps to Settling an Estate

Unfortunately, most of us will find ourselves in the position of settling the estate of a loved one after they pass. The logistics of closing a financial life are daunting and complex.

READY TO START?

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

Print Friendly, PDF & Email