The Top Financial Advisors in Wyoming

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Integrity Financial in Jackson leads off our our list of the top financial advisors in Wyoming. Integrity is a registered investment advisor that focuses on financial planning, asset management, retirement plan consulting and investment advice. The firm works with an array of clients, including individuals, high-net-worth individuals, businesses, charities and retirement plans. Other specialties include wealth management, business financial planning and legacy planning. 

Integrity has no account minimums for clients. As a fee-based firm, there is a potential conflict of interest as the advisors could earn commissions for the sale of insurance. However, the firm and it's advisors are bound by a fiduciary duty to put the needs of the client first. 

Kristofer R. Gray is the principal and 100% owner of the firm, which was formed in 2004. It employs 20 advisors to work with clients and help them create financial, estate, retirement and legacy plans. Gray's team includes several Certified Financial Planners™ (CFP®) and one chartered retirement planning counselor (CRPC). In addition to its office in Jackson, the firm has locations in California, Montana and Washington.

Integrity Financial Corporation’s investment approach is rooted in modern portfolio theory, emphasizing asset allocation and diversification to balance risk and return. They build customized portfolios using a mix of index and actively managed funds, exchange-traded-funds (ETFs) and other securities, with regular rebalancing to stay aligned with client goals. When appropriate, they also include alternative assets such as private equity, private credit, and real estate to complement core holdings and support long-term financial planning.

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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. As a fee-based practice, some advisors on staff can sell insurance products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty means it must act in clients’ best interests no matter what.

Harfst and Associates was founded back in 2007. The firm owns Robby Harfst, a Certified Financial Planner™ (CFP®), and Danette Harfst. Danette Harfst acts as the firm’s chief operating officer (COO), while Robby Harfst acts as president.

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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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.

The team of advisors at Markle includes one chartered retirement planning counselor (CRPC).

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.

When investing, Markle Financial generally seeks long-term growth of capital and income while considering each client’s goals, objectives and risk tolerance. Its strategies may involve both direct portfolio management and the use of third-party advisors.

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 Capital Management was established back in 2004 by Matthew Ebzery, who still works at the firm. Today, Ebzery holds the title of chief investment officer (CIO). Together, Ebzery and lead investment advisor Kristin Herbst own Cypress Capital Management entirely. 

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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Gervais Capital Management in Wilson provides portfolio management, pension consulting and financial planning services to a client base mostly made up of high-net-worth individuals and individuals below the high-net-worth mark. The firm also works with charities and businesses. 

The firm assists clients with investment strategies, asset allocation, risk assessment, retirement planning, college funding, tax concerns and debt or credit planning. Services are tailored through an investment policy statement that incorporates each client’s goals, income, tax status and tolerance for risk. While there is no account minimimum, financial planning services are billed at $500 per hour with a three-hour 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. Don Gervais founded his namesake firm in 2018. He holds the Chartered Financial Analyst (CFA) designation. 

Investment management is conducted on a discretionary or non-discretionary basis, depending on client preference. Gervais Capital Management employs methods such as cyclical, fundamental, quantitative and technical analysis along with modern portfolio theory. These methods involve evaluating companies’ financial health, studying market cycles and price patterns, using statistical models, and applying diversification principles to balance risk and return. 

Its investment approach emphasizes long-term trading while also utilizing options strategies. Client portfolios may include mutual funds, equities, fixed income securities, ETFs (including precious metals), real estate funds and REITs, commodities, non-U.S. securities, private placements and inflation-linked bonds. 

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RW Baker Wealth Management Group in Cheyenne is the final firm on our list of the top financial advisors in the Cowboy State. This fee-only practice has been a registered investment advisor (RIA) since 2018. 

The firm provides investment management, financial planning and consulting services to a client base that of individuals and high-net-worth individuals. Its offerings include ongoing portfolio supervision, retirement and estate planning, tax and charitable strategies, business succession guidance and advice on concentrated stock positions and assets such as annuities or retirement plans. 

Financial planning engagements may cover cash flow analysis, risk management, wealth transfer, and legacy planning. The minimum account size is generally $50,000, although the firm may waive this at its discretion. For planning-only engagements, fixed or hourly fees apply, with no minimum asset requirement.

The firm is fee-only and does not receive commissions for selling securities or insurance products, which reduces conflicts of interest. Advisory fees are charged as a percentage of assets under management, up to 1.25% annually, with financial planning services billed separately.

RW Baker Wealth emphasizes a long-term, diversified and cost-conscious approach to investing. Portfolios are designed to align with each client’s investment policy statement, reflecting risk tolerance, liquidity needs, time horizon and tax circumstances. The firm builds broadly diversified portfolios using equities, mutual funds, ETFs and debt securities, with attention to asset allocation, tax efficiency and rebalancing. While portfolios are non-discretionary, the firm provides regular monitoring and recommendations to keep investments aligned with client goals.