Description
Owen Legacy Group is a fee-only certified financial planner company in Bozeman, MT. Owen Legacy Group offers fiduciary financial planning, investment planning, wealth management, portfolio management, risk management, insurance planning, cash flow and budgeting, retirement planning, estate planning, tax awareness, and business tax planning. Owen Legacy Group is a member of D.A. Davidson & Co. A Full-service broker-dealer and investment company. We Specialize in individual and multi-generational wealth planning. We are here to serve you locally in Bozeman and across Montana.