Overview

Pinion is a Montana-based wealth planning and business advisory firm that offers accounting, tax, audit, and consulting services to individuals and businesses, along with investment advisory and insurance products through Avantax. The firm works with a team of certified public accountants and business advisors to provide personalized, solutions-driven guidance aimed at helping clients make sound financial decisions. With more than six decades in Montana and offices in Billings, Bozeman, Butte, Great Falls, Helena, Missoula, and Havre, Pinion emphasizes relationships, local presence, and a client-focused, team-based approach to service. The company partners with Avantax to provide investment planning and related financial services, while maintaining independence from Avantax. Its goal is to protect client resources and help them seize opportunities through trusted, straightforward advice tailored to each client’s needs.