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About
Switchbacks Capital Advisory is an independent financial advisory practice based in Missoula, Montana. We believe a true wealth management experience includes offering clients objective and innovative strategies from a truly independent, client-centric, open architecture advisory firm.
Our Core Beliefs
This isn’t your typical financial advisory firm. We believe:
Financial Independence = Options.
Wealth isn’t a number in the bank account, it’s about having the option to spend your time doing exactly what you want to do.
Keep it simple.
There is no need to add complexity to an already confusing and noisy financial world. We keep it simple and add complexity as needed.
This is a partnership.
When clients win, we win.
Save money. Enjoy life too.
Saving is essential to reach financial independence, but not at the expense of diminishing the life experience. Let’s focus on achieving both.
Flexibility is key.
Maintaining flexibility in a financial plan is crucial for when life doesn’t go as planned.
Work from anywhere.
We value location independence and meet clients where they are.
Benefits of working with an independent financial advisory firm:
Your money is held by an independent custodian, not the advisor firm
We help people use their money to reflect their values
As a fiduciary, our recommendations are always based on what we feel is in your best interest
We are not subject to sales quotas, we work with clients who value what we do and see the benefits in working with our team
We develop a relationship that’s responsive, attentive, and personalized
We deliver a simple and transparent fee structure
Our Investment Philosophy
Our approach to investing is rooted in three key principles: Discipline, Tax efficiency, Diversification within and across all asset classes.
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