Advisor at Prospettiva Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prospettiva Financial
Location
Missoula, MT
Credentials
CFP®, ChFC®, Series 63
Industry experience
10 years
Eric Joynt is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with Prospettiva Financial, where he has worked since 2022, and has prior experience with SG Long Financial and State Farm Insurance. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans, managing approximately $116 million in discretionary assets. The firm offers wealth management, financial planning, and retirement plan advisory services, with a focus on tailored portfolios, continuous account supervision, and specialized work with state and municipal government clients.
Based on Prospettiva Financial
Financial planning services charged flat fees ranging from $10,000 to $20,000.
Minimum fee: Written financial plans typically charged a minimum fee of $10,000, but this minimum may be reduced at the firm's discretion. Fee-only: Financial planning services charged on a flat fee basis ranging from $10,000 to $20,000.
Missoula, MT
Montana
Prospettiva Financial
2023 - Present (3 years)
Prospettiva Financial
2022 - 2023 (1 year)
SG Long Financial
2021 - 2022 (1 year)
University of Montana
2020 - 2021 (1 year)
Darby South State Farm
2019 - 2020 (1 year)
UnEmployed
2019 - 2019 (1 year)
State farm insurance
2017 - 2019 (2 years)
State Farm VP management Corp.
2017 - 2019 (2 years)
State farm insurance
2015 - 2017 (2 years)
State Farm VP management Corp.
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Missoula, MT
Sapphire Financial Strategies, L.L.C.
CFP®, ChFC®
Missoula, MT
Advanced Practice Planning, LLC
Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a PA-C. We help PAs retire with confidence. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Advanced Practice Providers were consistently overlooked while their physician counterparts enjoyed superior service. This disparity fueled my mission to create a solution that bridges the gap created by traditional finance, ensuring that APPs receive the attention and guidance they truly deserve.
Series 66
Missoula, MT
S.G. Long & Company
Series 63, Series 65
Missoula, MT
Portfolio Logix, LLC
Series 63, Series 65
Missoula, MT
Portfolio Logix, LLC
Series 65
Missoula, MT
Front Street Capital Management, Inc.
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