Your Partner in Financial Success, Montana-Style
At Big Sky Advisors, our top priority is you, our client. We are committed to developing a customized financial plan that provides you with financial security and independence, allowing you to sleep soundly at night. We take the time to listen carefully to your needs and goals, and work closely with you to create a plan that meets your unique requirements.
Our Approach to Financial Planning
Our approach to financial planning is focused on you. We provide biyearly reviews to keep you updated on the progress of your plan and ensure that it is adapted to any changes in your goals, objectives, and economic conditions. We do not have sales quotas or pressure, which means we can place your assets in investments that are right for you, not for the company.
Meet Your Advisor
Debbie Cavanaugh is the founder of Big Sky Advisors and has been helping individuals and families achieve financial security and success for nearly 40 years. Her career began in 1983 with IDS/American Express as a financial planner and field trainer. In 1991, she founded West Coast Financial & Insurance Services Inc., a limited broker/dealer. After several successful years, she dissolved the broker/dealer to pursue her passion for helping people. With her extensive experience in investment strategies, Debbie founded Big Sky Advisors to continue providing personalized financial planning services to clients in the great State of Montana.
Based in Kalispell—and serving the Flathead Valley, Whitefish, Bigfork, Columbia Falls, Polson, Plains, Missoula, and the rest of Northwest Montana.
Saturday & Sunday: 10AM–6PM
Let’s Discuss Your Financial Goals
At Big Sky Advisors, we are dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you create a customized financial plan that provides you with the security and independence you deserve.