Big Sky Wealth Advisors, LLC, located in Great Falls, MT, is a small investment advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a team of three employees, including one experienced investment advisor, they provide personalized and comprehensive wealth management services.
With an average of approximately $2,570,000 in assets under management per investment advisor, Big Sky Wealth Advisors demonstrates a strong track record of managing substantial client portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' financial success.
Big Sky Wealth Advisors serves a diverse clientele, boasting over 140 individual clients and managing more than $87,306,000 in assets. A significant portion of their assets under management is derived from employer 401Ks and individuals, showcasing their expertise in this specific area. All the assets they manage are under their discretion, providing clients with the confidence that their investments are handled with care and expertise.
Headed by Joshua Horton, one of the firm's longest tenured registered advisors, who has been with the company since 2022, Big Sky Wealth Advisors brings a wealth of knowledge and experience to the table. Their office in Great Falls serves as a hub for delivering personalized financial strategies tailored to each client's unique needs.
Big Sky Wealth Advisors, LLC, through their commitment to exceptional service and proven expertise, strives to build lasting relationships with their clients, guiding them towards financial prosperity and peace of mind.