We understand that each client's financial journey is unique.
At D.A. Davidson, we know how important it is to develop a financial plan for your future, and we are proud to provide a highly experienced group of financial advisors to the Bozeman community. We look forward to helping you naviagate your future possibilities and helping you find the financial plan that works for you.
We hope that we can help you fully understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Left to right: Justin Riekenberg, Client Associate; Michael Augustine, Senior Vice President, Portfolio Manager; Joe Dahinden, CPFA, Vice President, Financial Advisor.