The Top Financial Advisors in Wyoming

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Golden State Wealth Management in Powell is the first firm on our list of the top financial advisors in Wyoming. The firm is an SEC-registered investment advisor that provides asset management, comprehensive portfolio management, financial planning, consulting and retirement plan consulting. It works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, businesses and affiliated financial advisors.

The firm’s services address a range of client needs, including investment planning, retirement planning, estate planning considerations, charitable planning, education planning, tax planning, real estate analysis, debt analysis, insurance analysis and broader business or personal financial planning. Golden State Wealth Management also provides referrals to third-party money managers, employer-sponsored plan management and access to LPL Financial advisory programs.

Golden State Wealth Management’s investment approach uses asset allocation, fundamental analysis, technical analysis, charting and cyclical analysis when managing client portfolios. The firm may invest across stocks, bonds, ETFs, mutual funds, options and other public or private securities.

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Harfst and Associates is a Sheridan-based financial advisor firm that works primarily with individual clients. Most of these individuals have a high net worth. Other clients of Harfst include businesses, retirement plans and charities.

Generally speaking, there is a $500,000 minimum investment requirement for new clients of Harfst. However, the firm may be willing to waive these requirements under certain circumstances. The firm's services range from wealth management, which combines investment management and financial planning, to pension consulting and institutional management services.

Harfst and Associates’ investment approach emphasizes active management, with portfolios tailored to a client’s objectives, risk tolerance, and liquidity needs. The firm uses a globally diversified allocation strategy, making tactical adjustments informed by macroeconomic trends and market analysis.

Portfolios are primarily built with mutual funds and ETFs to maximize diversification, though individual stocks, bonds and alternative strategies such as options, margin transactions and short sales may also be used when appropriate. The firm seeks to balance long-term growth opportunities with short-term market considerations while monitoring and rebalancing portfolios as needed.

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Traction Financial Partners in Encampment is a fee-based firm that primarily serves individual clients. Most of these clients come in below the high-net-worth threshold. The rest of the firm's clients include businesses and high-net-worth individuals. The team at Traction Financial includes advisors who have earned the Certified Financial Planner™ (CFP®), certified public accountant (CPA), chartered financial consultant (ChFC), retirement income certified professional (RICP) and certified divorce financial analyst (CDFA) designations.

This firm requires a minimum account value of $300,000, however, certain model portfolios may require different minimums. The firm operates on a fee-based compensation model, as certain on-staff advisors at this firm can sell insurance products for a commission. While this represents a potential conflict of interest, the firm’s fiduciary duty means it must act in its clients' best interests.

Traction Financial Partners has been registered with the SEC since 2021. Its services address a wide range of client needs, including investment planning, tax and estate considerations, business succession, retirement planning, charitable giving, and risk management. Traction also partners with outside professionals such as CPAs and estate attorneys to deliver coordinated financial strategies.

When you become a client of Traction Financial Partners, you’ll sit down with your advisor and discuss the specifics of your financial situation. This involves your risk tolerance, time horizon, income needs and long-term goals. Based on these circumstances and your hopes for the future, a portfolio and corresponding asset allocation will be built for you.

The firm employs an active, “core-satellite” investment philosophy. Portfolios typically allocate 70–80% of assets to core holdings, usually ETFs and mutual funds, and 20–30% to tactical satellite positions, which may include ETFs, mutual funds, structured notes or individual stocks. Portfolios are rebalanced periodically and customized to client objectives, tax considerations and risk tolerance.

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Elevate Wealth Management is a Sheridan-based financial advisor firm that works with individuals, high-net-worth individuals and families. Other clients of Elevate include trusts, retirement plans, corporations, small business owners, charitable foundations and pension plans.

Generally speaking, there is a $100,000 minimum account requirement for new advisory clients of Elevate. However, the firm may be willing to accept smaller accounts at its discretion. As a fee-based practice, some advisors on staff can receive commissions from the sale of certain insurance products. While this presents a potential conflict of interest, the firm’s fiduciary duty means it must act in clients’ best interests.

The firm’s services include discretionary investment management, legacy management services, financial planning, tax planning, consulting, retirement plan services and cash management services through Flourish Cash. Financial planning may address investment planning, retirement planning, insurance planning, tax planning, education planning, portfolio reviews and asset allocation reviews.

Elevate Wealth Management’s investment approach uses fundamental analysis, model manager analysis, mutual fund and ETF analysis, and quantitative analysis. Strategies may include long-term holding, strategic asset allocation, tactical asset allocation, value investing, alternative investments and socially responsible or ESG investing, including Biblically Responsible Investing when appropriate.

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Copperline Wealth Management & Planning LLC in Cody is a fee-based financial advisor firm that works with individuals and high-net-worth individuals. The firm also serves trusts, estates, charitable organizations, pension and profit-sharing plans, retirement plans, corporations, LLCs and other business entities.

Copperline Wealth Management & Planning does not require a minimum account balance for asset management, financial planning and consulting or retirement plan consulting services. 

The firm’s services include portfolio management, financial planning and consulting, comprehensive financial planning, hourly consulting, wrap fee program services and investment fiduciary and retirement plan consulting. Financial planning may address retirement planning, education planning, charitable planning, insurance analysis, debt analysis, tax considerations, estate strategies, inheritance planning and business or personal financial planning.

Client portfolios may include diversified equity and fixed-income exposure, ETFs, mutual funds, options and margin transactions when appropriate. The firm may rebalance or reallocate portfolios periodically to keep them aligned with client objectives.

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Grupp Financial LLC is a Jackson-based financial advisor firm that works with an array of clients. Its client base includes individuals, high-net-worth individuals, families, multi-generational family enterprise clients, corporations, business entities and trusts, including private family trust companies.

Grupp Financial does not impose a set account minimum. The firm is fee-only, as neither the firm nor its representatives accept commissions or other compensation from the sale of securities or financial products. Advisory fees are generally based on a percentage of assets under management, though negotiable fixed-fee arrangements may also be available.

The firm's services range from individualized portfolio management and financial planning to fiduciary asset management and the selection of other advisers. Financial planning may address investment planning, life insurance, tax concerns, retirement planning, education planning and debt or credit planning. The firm also works with family wealth management clients and may coordinate with clients’ trust advisors.

Grupp Financial’s investment approach may include both long- and short-term purchases and sales. The firm uses several methods of analysis, including fundamental, top-down, quantitative, cyclical and global macro risk management approaches.

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Markle Financial is up next on our list of the top financial advisor firms in Wyoming. This Laramie-based company works almost solely with individuals, with most of them not having a high net worth. Other clients of Markle include high-net-worth individuals and retirement plans. There is no minimum investment requirements for new clients, but the firm does charge a $2,500 minimum annual fee. 

As a fee-based firm, some on-staff advisors can receive commissions from the sale of certain insurance products, like annuities, to clients. The receipt of these commissions could present a potential conflict of interest, though the firm still has a fiduciary duty to act in clients' best interests at all times.

Markle Financial is a fairly young firm, as it was originally opened in just 2015. It wasn't until 2019 that the firm registered with the SEC, though. Clients may receive tailored investment management or financial planning that addresses retirement planning, tax considerations, cash flow, education funding and estate planning considerations.

The firm invests across a broad range of asset classes, including domestic and international equities, fixed income, mutual funds, ETFs, real estate investment trusts (REITs), private equity, hedge funds, and alternative investments. The firm may use fundamental, technical and quantitative approaches, as well as modern portfolio theory, when evaluating and selecting investments.

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Sheridan-based Cypress Capital Management works with a diverse client base that includes individuals, high-net-worth individuals, charitable organizations, corporations and other businesses. 

Clients receive discretionary investment management as well as financial planning services, which are included at no additional cost. Services are tailored to client objectives and may address retirement planning, portfolio management and overall investment strategy. Cypress does not impose an account minimum but maintains a $100 annual fee for all accounts.

The firm is also fee-only, which means it does not earn commissions beyond the normal fees paid by clients. Although the advisory team at this firm does not hold designations such as Certified Financial Planner™ (CFP®), team members hold several FINRA Series licenses.

Cypress follows an active, research-driven approach it describes as “full cycle investing.” Advisors analyze macroeconomic trends along with company fundamentals and technical indicators to adjust portfolios according to phases of the economic cycle. In times of expansion, portfolios emphasize growth assets such as individual stocks, master limited partnerships, preferred stocks, ETFs, real estate investment trusts and options. In contractionary periods, they increase fixed income exposure through U.S. Treasury and corporate bonds while maintaining some cash holdings.

By combining long-term, short-term, and trading strategies, Cypress seeks to align portfolios with each client’s financial goals while actively managing risk.

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O'Donnell Wealth Management is a Cody, Wyoming-based financial advisor firm that works with individuals, high-net-worth individuals, institutions, trusts and estates. The firm operates as O'Domhnaill Enterprises, Inc. and has been licensed as an investment advisor since 2022.

The firm’s services include discretionary investment management, investment supervision, financial planning, retirement planning, estate planning, estate and legacy consulting, tax planning, risk management and wrap fee program services. Financial planning may address asset allocation, insurance needs analysis, business retirement planning and retirement analysis. The firm may also advise on certain held-away assets.

O'Donnell Wealth Management’s investment approach primarily uses growth and income and conservative growth and income portfolios. The firm may use tactical asset management, value-driven investing, fundamental analysis, technical analysis, asset allocation, ETF analysis, diversification and limited options strategies when appropriate.

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RW Baker Wealth Management Group in Cheyenne is a fee-only financial advisor firm. The firm works with individuals, high-net-worth individuals, families, trusts, estates and nonprofits. It also notes a focus on women and offers educational events on financial topics.

The firm provides investment management, financial planning and consulting services. Its financial planning work may address estate planning, income tax, charitable giving, cash flow, wealth transfer, retirement, education, business succession and family legacy objectives. It also provides limited-scope consulting on topics such as small business planning, real estate, insurance, annuities and retirement planning.

RW Baker Wealth Management generally uses a long-term, asset allocation-based approach. Portfolios may include equities, ETFs, mutual funds and debt securities, with an emphasis on diversification, tax efficiency and cost control. The firm creates an investment policy statement for clients and reviews portfolios periodically, including rebalancing when allocations move outside target ranges.