MLR Financial Partners
MLR Financial Partners is a fee-only financial planner with offices in Bozeman, MT and Suwanee, GA.We are grateful to serve individual and institutional clients throughout Montana and Georgia, as well as numerous other states across the country. Our clients come from many different professions, industries, backgrounds, and experiences. MLR Financial Partners specializes in financial planning, retirement planning, investment management, and tax preparation. We believe the fee-only approach allows us to provide objective and transparent advice to each client.
We specialize in the following services:
- Fee-Only Financial Planning
- Fee-only Investment Management
- Fee-only Employer-Sponsored Plans
- Tax preparation, audit, and bookkeeping services for individuals, partnerships, and corporations.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.