NorthFork Financial

Our Bozeman-based fiduciary wealth management firm specializes in sustainable investing and personalized financial planning. Working with clients across the US, our team of certified financial planners aligns your financial goals with the values that matter most to you, offering services such as retirement planning, estate planning, tax strategies, college savings, multigenerational wealth transfers, and socially responsible investing. As fiduciaries, we are committed to putting your best interests first, helping you build a prosperous future while supporting positive environmental, social, and governance outcomes.