The Savvy Wealth Planners | Financial Planning Firm, Montana

About Us

Financial Planning Shouldn’t Be Boring

When you think about wealth management, do you think about three-hour meetings in a cold, yet somehow stuffy office, with a droning advisor behind a heavy mahogany desk and a stoic expression? That might be a fairly accurate picture for some financial planning firms. But that’s definitely not us.

We really love what we do, and as a natural by-product, we make wealth management and financial planning fun. We get to help our clients in Billings, Montana and across the nation plan for—and accomplish—their biggest dreams and goals, and that’s a great feeling. So we’re glad you’re here, and we hope you like what you see.

This Should Be Fun.

We believe planning for your future should feel exciting and empowering, not exhausting. So we keep things clear, practical, and refreshingly human. You bring your needs, wants, and worries—and maybe a coffee. We’ll bring the guidance, the plan, and, of course, a few good laughs.

This Should Be Simple.

Some financial advisors like to make things sound complicated. And to their credit, your wealth often is complicated. But we love to educate and simplify. To break down the complexity so we can unlock your boldest dreams and chart a clear path to the future you want.

Get To Know Your Savvy Wealth Planners

We’re not just another wealth management and financial planning firm—we’re a fun-loving, client-focused crew dedicated to educating you, unlocking your future, and helping you achieve your dreams. Get to know a little more about us and why we love helping clients like you.

Rachel Bonner

Wealth Management Advisor

(406) 294-2808

rachels@ffec.com

Q: How did your journey in financial services begin?A: My career began at Morgan Stanley in Lincoln, Nebraska, where I stepped into the world of financial advising over 19 years ago. That experience sparked a passion for helping people...

Megan Smith

Associate Financial Advisor

(406) 294-2808

msmith@ffec.com

Q: What was your path into financial planning?A: I started in banking and spent 8 years learning the ins and outs of finance, client service, and operations. It gave me a rock-solid foundation. In 2019, I made the leap into financial...

You’ve Made It This Far. Here’s What’s Next.

Let's Do This

If you’ve gotten this far, we just might be a great fit. How exciting! Take the leap and connect with us so we can help you simplify your wealth, unlock your future, and have some fun in the process.

This Is Big-Picture Planning And Solutions

From retirement planning and investment management to insurance planning, we bring everything together into one cohesive, all-encompassing strategy. We’re here to manage your wealth, your way.

Looking Forward And Giving Back

At The Savvy Wealth Planners, we believe in creating a lasting impact by giving back in meaningful ways. Rachel serves on the board of Aspen's Angels Grief Outreach Foundation in Billings, providing compassionate support to those navigating loss. Meanwhile, Megan volunteers with Embrace Grace, a nonprofit that works with churches to provide emotional, spiritual, and practical support to young, single moms and women facing unplanned pregnancies. Together, we’re proud to contribute to these life-changing organizations and make a positive impact in our community.

Meet The Rest Of Our Family: FFEC Wealth Partners

Serving clients in Billings, Montana and beyond, we’re proud to be part of the FFEC family. With the resources of a large, national firm and the heart of a local team, we’re all about giving you the best of both worlds.

About FFEC

Our Financial Partners

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Where Real People Craft Remarkable Legacies

Learn who we can help.

From multi-generational families to business owners, see how we support clients just like you, in Montana and beyond.

Find Out Who We Serve

We do things differently.

Learn more about The Savvy Wealth Planners and how we do financial planning in Montana and beyond.

Our Approach

Curious about how we work?

Discover The Savvy Wealth Planners’ personalized process that simplifies your wealth and adapts to your needs.

Explore Our Process

Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC. Cetera Networks is a distinct community within Cetera Wealth Services, LLC.