Investment Group

The Investment Group is an independent, locally-owned financial advisory practice based in Helena, Montana. Founded to serve individuals, families, and institutions across diverse financial needs, the firm operates under the broker-dealer affiliation of LPL Financial and employs a team of credentialed advisors, including Certified Investment Management Analysts (CIMA®) and Certified Financial Planners (CFP®), with experience dating back to 1983. The firm provides strategic investment management and financial planning services tailored to the unique circumstances of each client. Its core service offerings span asset allocation, retirement planning, education planning, charitable giving strategies, Social Security planning, and 401(k) plan sponsor support. Advisors structure portfolios using both advisory and commission-based approaches, depending on client preference and objectives, and serve as fiduciaries on multiple 401(k) plans across Montana. The Investment Group serves a diverse client base that includes professionals such as physicians, attorneys, accountants, engineers, and dentists, as well as retirees, single-person households, non-profit organizations, and aspiring savers. The firm has particular expertise in managing cash flow strategies for retirees, integrating Social Security income with investment assets to support long-term lifestyle goals. For charitable-minded clients, the company offers guidance on Donor Advised Funds, Qualified Charitable Distributions from IRAs, and other tax-efficient gifting strategies. The firm also manages retirement plans for several local non-profit organizations and is actively engaged in supporting the Helena community through donations and financial education. With a family-owned, small-business ethos, The Investment Group emphasizes personalized relationships and long-term client trust over transactional interactions.