Zach Fenlason


Financial Advisor

State(s) Licensed:   AZ, CA Insurance Lic. #4104993, FL, MI, MT, OR, SD, TX, VA, WA

Phone 406-755-6655

1001 SW Higgins Ave Suite 201
Missoula, MT 59803

Zach Fenlason

State(s) Licensed:   AZ, CA Insurance Lic. #4104993, FL, MI, MT, OR, SD, TX, VA, WA

Tailored Financial Guidance in the Big Sky State

Clarity | Purpose | Freedom

Our philosophy is centered around the belief that financial planning is not just about building wealth, but also about finding ways to use money as a tool to live a life of fulfillment and significance. We take a holistic approach to planning, beginning first by giving you clarity of your situation. With clarity of where you are today, we can begin to look at strategies to move you forward to where you want to be tomorrow; giving you purpose. With clarity and purpose comes freedom. Freedom from worry, freedom to enjoy the life you want with the people you love, and freedom to live and give generously.

With a focus on education and communication, it is our passion to empower clients to make informed decisions and take control of their financial future.

Together, we can build a strategy to help you:

  • Save for retirement in a tax efficient way
  • Invest towards your goals 
  • Protect your income and the people you care about most
  • Provide for guaranteed income in retirement
  • Give back to the people, places, or organizations that are most important to you 
  • Save for education for you and/or your kids
  • Leave a legacy
  • Benefit your employees
  • Explore tax strategies that fit your situation

"A goal without a plan is just a wish" - Antoine de Saint-Exupery

Let's Do This

Feel free to give us a call, send us an email, or shoot us a text to set up an in-person meeting around Missoula, Helena, or Kalispell. I am also more than happy to meet over phone or Zoom if you are not in the area or would prefer to meet virtually.

My best contact information:

Office Line: (406)755-6655

Text: (406)369-6464


Lisa's Email:

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A photo of our office

Missoula Office



M – F: 9 a.m. – 5 p.m.