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.

picture of bozeman montana

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.

picture of bozeman montana

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 08 06 2020

Bozeman MT McCormick Financial Advisors 08 06 2020

TOP STORY: Microsoft ‘wants to purchase TikTok’s entire global operations, KODAK and the Securities and Exchange Commission, Heroes Act in Congress, Gold And Silver Going Up – good or bad investment, Nearly 1/3 of people laid off during the pandemic have lost their jobs again study shows,

Bozeman MT McCormick Financial Advisors 08 06 2020

Bozeman MT McCormick Financial Advisors 07 30 2020

Gross Domestic Product of the US Tanks 32.9 percent, Germany’s economy posts its largest decline since 1970 with GDP shrinking 10% in Q2, Apple, Google, Facebook, Amazon, and Tesla success stories, Kodak skyrockets 1,200% in 2 days, Kodak CEO admits he bought thousands of shares in the fallen photo firm making him $1.5 million, Boeing lost $2.4 billion in the second quarter as the coronavirus pandemic crushed demand for new airplanes, Trump campaign rallies have racked up nearly $2 million in unpaid police bills.

READY TO START?

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

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