Intermountain Financial Group Montana

Financial Advisor

Welcome to Intermountain Financial Group - Montana

Retirement Planning Rooted in Expertise, Built for the Future

At Intermountain Financial Group - Montana, we specialize in crafting retirement plans that do more than meet expectations—they transform futures. For businesses and their employees across the Northwest, our mission is clear: to deliver retirement solutions that are strategic, sustainable, and deeply personal.

Founded on the pioneering work of Elizabeth Harris—a 35-year veteran of the financial services industry and Montana’s only Certified Financial Educator—our firm carries forward a legacy of innovation, integrity, and heartfelt service. Elizabeth’s groundbreaking development of the first IRS Reg. 81-100 pooled retirement asset trust for unrelated employers created a cooperative now valued at over $30 million and spanning multiple states. Her leadership in public sector education, including campaigns for the Montana PERS and the Transportation Learning Network, set a new standard for financial literacy and service.

Today, under the guidance of her trusted successor, Anton Brog, Intermountain Financial Group continues to deliver:

Retirement plans that enhance recruitment, retention, and employee loyalty
Unmatched customer service from experienced, caring professionals
Personalized education and investment tools for every participant
Fiduciary safeguards and best-practice due diligence
Strategic planning that builds real retirement equity
A clear focus on helping individuals and families save confidently for retirement

Our team of technically skilled advisors and dedicated support staff work tirelessly to ensure your retirement plan experience is optimized and hassle-free—year after year, decade after decade.

Let’s build a retirement strategy that works for your business and the people who make it thrive.