Plan to Live Well

Local, independent financial planners empowering you to make intelligent, informed decisions with your wealth.

Helping You Navigate
Life's Financial Decisions

At Guide Star Financial, our mission is to answer your financial questions and guide you to make decisions that support your life and business goals. We take time to understand your goals, diligently research solution alternatives, and guide you to effectively manage and grow your wealth.

Meet the Team

The Guide Star Philosophy

Our founder, Jay Stenzel, grew up in a Montana farm and ranch family. We understand the value of helping those in our community and provide our services to individuals, rural farmers and ranchers, and small business owners alike.

Jay spent many years managing security offices for another firm, during which time he worked with clients on their more complicated financial situations. His background as a businessman and an investor brought him unique insight into wealth management and wealth preservation. These experiences, coupled with a commitment to bring value to the lives of our clients, enable our team to move forward with confidence.

About Us

Farmers and Ranchers

Business Owners

Families

Financial Services to
Help You Live Well

Financial Planning

From investments to estate planning, design a custom financial plan to grow and protect your wealth. Guide Star Financial planners develop strategies to help you reach your retirement goals and enjoy the best years of your life.

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Financial Resources

Your Guide to Year-End Financial Planning: A 10-Point Checklist

From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021...

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Market Update for the Quarter Ending September 30, 2021

Rocky September Leads to Mixed Quarter for Markets Markets pulled back sharply in September after...

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To Buy or Not to Buy…When Do You Need Life Insurance?

Whether you need life insurance depends partly on your stage of life. If you’re younger, you may...

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Ready to Plan Your Financial Future?

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