Brian Eicholtz

We are a wealth management team headquartered in Missoula, Montana. Our team works closely with retirees, families, professionals, and business owners, helping them discern their goals and pursue those priorities with thoughtfulness and efficiency.

When you walk in our door, you will know that you are valued and appreciated. We’ve built our team with a single focus: your long-term well-being. To that end, we offer a highly customized approach, which begins with an in-depth understanding of your needs, interests, and values. Only after we have an informed understanding of you—as a person, family member, and professional—do we begin to discern our next steps in pursuing your goals. Our approach is collaborative and supportive; we strive to provide you with the information you need to make balanced decisions about your wealth so that you and the people you love can look to the future with poise and confidence.

Our team recognizes the importance of good relationships. We look to treat our clients as we would wish to be treated, fostering trust through our diligence and reliability. When families come to us, they perceive our skill in anticipating the needs and interests of different generations. This ability derives from the fact that we ourselves are a family-based practice. We offer a different level of empathy and understanding, stemming from our own role as a tightly knit family.

I began my career at Merrill in 2010 and joined my mother-in-law, Kimberly Roth, in 2013 after earning my M.B.A. from the University of Montana. I have been recognized in the 2022, 2023, and 2024 Forbes "Best in State Wealth Advisors" list (Published annually Jan-April. Rankings based on data as of June 30 of prior year)*, the 2019, 2022, and 2023 Forbes “Best-in-State Next-Generation Wealth Advisors” lists (Published annually Aug – Sept. Rankings based on data as of March 31 of current year)**, and the 2020 and 2021 Forbes "Top Next Generation Wealth Advisors" lists (Published annually July – Sept. Rankings based on data as of March 31 of current year)***.

I focus on the complex issues faced by the career-building generation who are concerned with building and preserving their wealth. I am also skilled in guiding clients through the retirement process so they can spend their time doing what they enjoy most. I oversee the portfolio management, portfolio strategy creation, client relationship management, and strategy development for the team. I hold the Certified Plan Fiduciary Advisor®, CPFA™ designation.

My wife, Danielle, and I live in Missoula with our daughter's Ella and Mya. I enjoy skiing, fly fishing and spending time in the incredible outdoors of Montana.

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.