At Off the Beaten Path, we're all about creating forward-thinking financial strategies that truly fit you.
Our wealth management services in Melville, MT, are designed to give you personalized solutions that go beyond what big institutions offer.
We're here to make sure our plans match your financial dreams and goals perfectly.
Our focus is on making customized strategies that work for your unique situation.
Wealth Management In Melville, MT

Call us for a Free Consultation!
Other Services We Offer in Melville, MT

Investment Management
We use advanced techniques and industry know-how to build investment strategies that make your portfolio stronger for the long haul. Our investment management services are here to help you maximize returns while managing risks, whether you're a seasoned investor or just starting out.
Retirement Planning
Our retirement planning services are all about helping you look to the future with confidence. We focus on creating reliable income streams and protecting your wealth so you can enjoy a comfy and worry-free retirement, guided by our experienced pros.
Estate Planning
Our estate planning services give you expert advice on passing your wealth down to future generations. From wills and trusts to tax strategies and charitable giving, we make sure your legacy reflects your values.
What Makes Our Wealth Management Service Stand Out

Innovative Approach

We tackle financial challenges with precision by using engineering principles. Our systematic and analytical methods help us create strategies that solve even the most complex financial issues clearly and effectively.
Transparent Practices

Our conflict-free philosophy means we steer clear of product sales, commissions, and hidden fees. Transparency is key to our operations, fostering trust through open and honest communication. You'll always know exactly what you're paying for and why.
Client-Centric Commitment

As fiduciaries, we're committed to making decisions that are in your best interest. Our client-centric approach means we listen to your needs, understand your goals, and work hard to achieve them.
Inclusive Financial Services

We believe professional financial guidance should be available to everyone, no matter your asset level. Our inclusive policy means there are no minimum requirements, making high-quality financial advice accessible to all.
Areas We Service

Off the Beaten Path Financial extends its expertise beyond Melville, MT, to serve clients in various regions. Our commitment to exceptional financial services reaches:
Boulder
Bozeman
Ennis
Livingston
Jefferson City
Melville
Garrison
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  <h4 style="text-align:center;white-space:pre-wrap;"><span class="sqsrte-text-color--darkAccent">Contact Us</span></h4>
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</div></div></div><div class="fe-block fe-block-yui_3_17_2_1_1673821329544_32265"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-yui_3_17_2_1_1673821329544_32265"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/find-your-path"><span class="sqsrte-text-color--darkAccent">Schedule a Meeting</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><span class="sqsrte-text-color--darkAccent">Email: </span><a href="mailto: ryan@obpfinancial.com"><span class="sqsrte-text-color--darkAccent">ryan@obpfinancial.com</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><span class="sqsrte-text-color--darkAccent">Phone: </span><a href="tel:+14064149916"><span class="sqsrte-text-color--darkAccent">(406) 414-9916</span></a></p>
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</div></div></div><div class="fe-block fe-block-2e1e4a1e20a157a1f71c"><div class="sqs-block socialaccountlinks-v2-block sqs-block-socialaccountlinks-v2" data-block-type="54" id="block-2e1e4a1e20a157a1f71c"><div class="sqs-block-content">

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</div></div></div><div class="fe-block fe-block-93c6aa28406230305055"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-93c6aa28406230305055"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small">Based in Bozeman, Montana </p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><span class="sqsrte-text-color--darkAccent">Serving Clients Virtually Across the US</span></p>
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</div></div></div><div class="fe-block fe-block-0b30006f533e14bb6979"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-0b30006f533e14bb6979"><div class="sqs-block-content">

<div class="sqs-html-content">
  <h4 style="text-align:center;white-space:pre-wrap;"><span class="sqsrte-text-color--darkAccent">Links</span></h4>
</div>

</div></div></div><div class="fe-block fe-block-06200ac76a83062381c2"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-06200ac76a83062381c2"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/home"><span class="sqsrte-text-color--darkAccent">Home</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/who-we-are"><span class="sqsrte-text-color--darkAccent">About</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/what-we-do"><span class="sqsrte-text-color--darkAccent">Services</span></a></p>
</div>

</div></div></div><div class="fe-block fe-block-f66bb7c6ebd71d714fff"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-f66bb7c6ebd71d714fff"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/how-we-work"><span class="sqsrte-text-color--darkAccent">Process &amp; Pricing</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/faq"><span class="sqsrte-text-color--darkAccent">Frequently Asked Questions</span></a></p>
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</div></div></div><div class="fe-block fe-block-d1b34e0479afeb0f077e"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-d1b34e0479afeb0f077e"><div class="sqs-block-content">

<div class="sqs-html-content">
  <h4 style="text-align:center;white-space:pre-wrap;"><span class="sqsrte-text-color--darkAccent">Resources</span></h4>
</div>

</div></div></div><div class="fe-block fe-block-bfb2afc62110d18d36c3"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-bfb2afc62110d18d36c3"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/resources"><span class="sqsrte-text-color--darkAccent">Blog</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/press"><span class="sqsrte-text-color--darkAccent">Press</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/the-trail-report"><span class="sqsrte-text-color--darkAccent">The Trail Report</span></a></p>
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</div></div></div><div class="fe-block fe-block-92140c7bc41361a1e070"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-92140c7bc41361a1e070"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/financial-assessment"><span class="sqsrte-text-color--darkAccent">Free Financial Assessment</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/wealth-blueprint-guide"><span class="sqsrte-text-color--darkAccent">The Wealth Blueprint Guide</span></a></p><p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/personal-finance-spreadsheet"><span class="sqsrte-text-color--darkAccent">Personal Finance Spreadsheet</span></a></p>
</div>

</div></div></div><div class="fe-block fe-block-78d22035533030ff0dbe"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-78d22035533030ff0dbe"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="/privacy-policy"><span class="sqsrte-text-color--darkAccent"> Privacy Policy</span></a></p>
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</div></div></div><div class="fe-block fe-block-yui_3_17_2_1_1672586377380_117075"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-yui_3_17_2_1_1672586377380_117075"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><span class="sqsrte-text-color--darkAccent"> </span><a href="/disclosures"><span class="sqsrte-text-color--darkAccent">Disclosures</span></a></p>
</div>

</div></div></div><div class="fe-block fe-block-yui_3_17_2_1_1672586377380_114933"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-yui_3_17_2_1_1672586377380_114933"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><a href="https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=910905" target="_blank"><span class="sqsrte-text-color--darkAccent">Form ADV</span></a></p>
</div>

</div></div></div><div class="fe-block fe-block-176c935448de9f68f290"><div class="sqs-block html-block sqs-block-html" data-blend-mode="NORMAL" data-block-type="2" data-border-radii="&#123;&quot;topLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;topRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomLeft&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;,&quot;bottomRight&quot;:&#123;&quot;unit&quot;:&quot;px&quot;,&quot;value&quot;:0.0&#125;&#125;" id="block-176c935448de9f68f290"><div class="sqs-block-content">

<div class="sqs-html-content">
  <p style="text-align:center;white-space:pre-wrap;" class="sqsrte-small"><span class="sqsrte-text-color--darkAccent"> </span><a href="/sitemap"><span class="sqsrte-text-color--darkAccent">Sitemap</span></a></p>
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