Personalized investment, retirement, and estate planning tailored to your goals.
Wild Rye Financial is a Registered Investment Advisory firm based out of Bigfork, MT offering Investment Management and Financial Planning Services tailored to the unique needs of affluent individual and families. Our commitment to successful wealth management is built on a culture of helping clients build, manage, and preserve their wealth.
Founded in Montana and shaped by its wide-open spirit, Wild Rye is proudly independent and committed to acting in your best interest, always. Whether you’re planning for retirement, navigating a career change, or just trying to make sense of your investments, we’re here to help you move forward with confidence.
As an independent Registered Investment Advisory firm, we have the freedom to choose the very best. From cutting-edge technology to world-class investment management and operational support, our strategic partners help us deliver clarity, resilience, and long-term value to the families we serve. A few of those partners include:
First and foremost, we are not for everyone. We work primarily with affluent individuals and families that are 50+ years old, with a minimum investment portfolio of $500k or more. For most of our clients, it isn’t just about retiring comfortably, it is about making sure their loved ones are cared for beyond their lifetime, it is about leaving a legacy and making sure their hard-earned dollars are used as efficiently as possible. It is important to understand that many of our clients have chosen to work with us because they trust that we will take care of their family for years to come. This is a responsibility we do not take lightly.
MEET CODY
Cody is a CERTIFIED FINANCIAL PLANNER™ professional and 4th-generation Montanan, dedicated to helping clients navigate financial decisions with confidence. A former Montana State Bobcats running back, Cody brings the same passion for connection and teamwork to his financial practice—believing that true planning goes beyond numbers to focus on lasting relationships.
Based in Northwestern Montana, Cody, his wife Sarah, and their two sons enjoy boating, hiking, and skiing amid the beauty of Big Sky Country.
Your goals. Your values. Your future—all with a plan that fits.
