About Bozeman Fiduciary

Bozeman Fiduciary is an independent, editorially-run guide to fee-only fiduciary financial advice for residents of the Bozeman, MT area. We are not a financial advisor, broker-dealer, registered investment adviser, law firm, or accounting firm, and nothing on this site is individualized financial, legal, or tax advice.

What we do

We publish educational content explaining how fiduciary and fee-only financial advice works, how to vet an advisor, and local New York / Western New York financial-planning considerations. Where relevant, we connect readers to third-party services that match consumers with vetted financial advisors.

Advertising and affiliate disclosure

Some links on this site, including "Find a Fiduciary Advisor" buttons, are referral or affiliate links. If you use one of these links to connect with or engage a financial advisor, Bozeman Fiduciary may receive compensation from the matching service or, in some cases, from the advisor or firm directly. This:

• Does not increase the cost of any service to you.
• Does not influence which advisors are included in any matching service we link to — we do not control their matching criteria.
• Is disclosed here in compliance with FTC guidance on affiliate and endorsement disclosures.

We do our own editorial review of any matching service or local firm we link to and will stop linking to any partner we believe is not acting in good faith toward readers.

Editorial standards

Content on this site is researched and reviewed for accuracy at time of publication. Financial regulations, tax law, and program details change — always verify current rules with a licensed professional or the relevant government agency (the SEC, FINRA, IRS, or NY Department of Taxation and Finance) before acting on anything you read here.

Contact

Questions about this site or a correction request can be sent via the contact details provided in the site footer once published.