Call Us: (406) 541-3733

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“We strive to empower our clients with the knowledge and tools needed to make sound financial decisions.”
-Stewart & Associates
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CERTIFIED FINANCIAL PLANNER™ Professionals

All financial planners at Stewart & Associates hold CFP® certification, which means they have met the rigorous education, examination, experience, and ethics requirements established by the CFP Board. CFP® professionals must also complete 30 hours of continuing education every two years to maintain their certification. Read more.

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Fee-Only Financial Planners

Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We do not receive commissions, rebates, awards, finder’s fees, bonuses, or any other form of compensation resulting from a client’s implementation of recommendations made by the firm.

Independent Financial Advisors

Independent

Stewart & Associates is not affiliated with any bank, insurance company, brokerage firm, or mutual fund company and collects no commissions or referral fees from third parties. The Administrative Rules of Montana and the CFP Board’s Rules of Conduct specify that Stewart & Associates must provide financial planning services as a fiduciary and is, therefore, required to act in the best interest of the client.

Address

Stewart & Associates PLLC
27 Fort Missoula Rd #1
Missoula, MT 59804

Phone: (406) 541-3733
Fax: (406) 541-3734

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