We are hopeful. We believe in giving back. We respect the natural world.
We are professional. We are guided by truth and honor. We connect values with action.
We are tenacious. We strive for solutions. We work for you.
We are educators. We believe there is strength in knowledge. We help inform your decisions.
Northfork Financial provides independent consulting and advisory services to individuals and organizations who want to act upon their respective goals and values.
Some simply want to make sound financial decisions based on objective information. Others want their financial decisions to contribute positively to the world around them. We work with you to evaluate your current situation, gauge your priorities, and develop specific approaches to help you achieve your personal vision.
Our only obligation is to you – our client. We do not sell or promote any particular product or service.
We work to help you understand the connection between your personal situation and the financial world at large.
We communicate fully the costs associated with any recommendations or course of action.
We offer a variety of hourly consulting and advisory fee schedules to meet your needs.
For nearly a decade, we have successfully researched and implemented investment plans that have served our clients needs while benefiting our global community and the environment.
We do not charge for an initial consultation.
222 E. Main St. Suite 201
Bozeman, MT 59715