Bozeman Financial Advisors PECK & TOMPKINS
406.587.4300 2066 Stadium Dr. Suite 102, Bozeman,MT 59715
This site is for informational purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. Securities and advisory services offered, in states where licensed, exclusively through Steve Hample and Lauren Peck, as registered securities and advisory representatives of KMS Financial Services, Inc., member FINRA, SIPC and SEC Registered Investment Advisor. While we are registered in a number of states,we may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
Independent, locally owned
50 years in combined experience with clients in over 20 states
We provide investment management and financial planning advice to individuals and businesses. Our office has been independent and locally owned since it opened 25 years ago. As Certified Financial Planners, Lauren and Ed provide intelligent solutions to help meet your goals.
One advantage of working with an independent firm is that our solutions are driven by your needs and wants, not by a specific product or service. We can access a broad range of accounts, investments and insurance products to meet your specific needs.
Our office is a strong supporter of our community. Lauren and Ed have served on boards of many different non-profits and coached for various athletic organizations. The Bozeman Area Community Foundation was located in our office for its first ten years. Retired partner, Steve Hample, was the founding president of the Bozeman Sunrise Rotary Club. To find out more about these organizations, please visit our Resources page.
We work to know our clients
and to help them clarify and meet their financial goals. We use in-depth knowledge, astute planning, and individual portfolio construction to guide clients through market and life changes.
Lauren Peck,CFP Ed Tompkins,CFP Steve Hample,CFP
BOZEMAN FINANCIAL ADVISORS
PECK & TOMPKINS