Owen Legacy Group

Owen Legacy Group is a fee-only certified financial planner company in Bozeman, MT. Owen Legacy Group offers fiduciary financial planning, investment planning, wealth management, portfolio management, risk management, insurance planning, cash flow and budgeting, retirement planning, estate planning, tax awareness, and business tax planning. Owen Legacy Group is a member of D.A. Davidson & Co. A Full-service broker-dealer and investment company. We Specialize in individual and multi-generational wealth planning. We are here to serve you locally in Bozeman and across Montana.

1983

certified financial planner, certified portfolio manager, certified fiduciary advisor, certified financial advisor, certified wealth strategist, financial planner, retirement planning, fiduciary financial advisor, fee-only financial planner, estate planning, tax planning