Dave Liegakos
Financial Planning for Individuals, Families & Business Owners | Ronan, MT
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Serving Clients Nationwide
Financial Planning for Individuals, Families & Business Owners | Ronan, MT
Areas of Focus
- Business Owners
- Employee Benefits
- Exit Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Dave Liegakos
Hi, I’m Dave Liegakos, founder of Intrepid Financial Services in Ronan, Montana. I help individuals, families, and small business owners connect their financial decisions with the life they want to build.My entrepreneurial journey began in 2017. As a business owner, I experienced the challenges of managing cash flow, weighing opportunities, and making decisions that affect both your livelihood and your family’s future. That experience shapes my approach to financial guidance: practical, personal, and grounded in your priorities.
For individuals and families, I offer financial planning, retirement planning, and investment management. For business owners, I help connect personal wealth planning with business growth, retirement plans, and exit or succession strategies.
As a Certified Exit Planning Advisor (CEPA) and Chartered Retirement Plans Specialist (CRPS), I bring a particular focus to the financial decisions business owners face as they build their companies and prepare for what comes next.
I believe you deserve clear explanations, transparent fees, and a plan you understand. We’ll talk through your goals, identify what needs attention, and work together on manageable next steps.
Outside of work, I enjoy life in Montana with my family and exploring the outdoors. I welcome clients locally in the Mission Valley and throughout Montana, with virtual meetings available for clients nationwide.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Plans Specialist (CRPS)
Affiliations
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
59864
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Other
- Per Session
What to expect in the first meeting
Our first meeting is a complimentary introductory conversation focused on you. We’ll discuss what prompted you to reach out, your financial priorities, and the questions or decisions you’re facing. Whether you’re planning for retirement, looking for investment guidance, or thinking about your business’s future, you don’t need to arrive with everything figured out. This is a chance to share your goals and learn how I can help. I’ll explain our services, how fees work, and what working together could look like. You’ll have time to ask questions and decide whether we’re a good fit, without pressure to commit. Choose an in-person meeting in Ronan, Montana, or connect by video or phone. Click “Book Intro Call” to get started.Offers Investment Management
Yes
About Intrepid Financial Services
Hi, I’m Dave Liegakos, founder of Intrepid Financial Services in Ronan, Montana. I help individuals, families, and small business owners connect their financial decisions with the life they want to build.My entrepreneurial journey began in 2017. As a business owner, I experienced the challenges of managing cash flow, weighing opportunities, and making decisions that affect both your livelihood and your family’s future. That experience shapes my approach to financial guidance: practical, personal, and grounded in your priorities.
For individuals and families, I offer financial planning, retirement planning, and investment management. For business owners, I help connect personal wealth planning with business growth, retirement plans, and exit or succession strategies.
As a Certified Exit Planning Advisor (CEPA) and Chartered Retirement Plans Specialist (CRPS), I bring a particular focus to the financial decisions business owners face as they build their companies and prepare for what comes next.
I believe you deserve clear explanations, transparent fees, and a plan you understand. We’ll talk through your goals, identify what needs attention, and work together on manageable next steps.
Outside of work, I enjoy life in Montana with my family and exploring the outdoors. I welcome clients locally in the Mission Valley and throughout Montana, with virtual meetings available for clients nationwide.
How It Works
As your Montana business advisor, our proven process helps small business owners achieve financial growth, succession, and long-term wealth.
1️⃣ Trailhead
We begin with a strategy session to define your business goals, challenges, and vision – aligning our plan for your financial future.
2️⃣ Pick your path
We analyze your business cash flow, net worth, and valuation to map a custom path for growth, exit planning, and wealth building.
3️⃣ Begin the Journey
With your plan in motion, we guide you step-by-step toward your goals – tracking progress and adjusting for business success.
4️⃣ Reach the View
We celebrate your milestones, review your results, and set new targets—ensuring your business and personal wealth keep growing.
Education
University of Montana
Hobbies and Interests
- Animals
- Dogs
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Hockey
- Outdoor Activities
- Reading
- Sports
- Traveling
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Entrepreneurs
- Individuals
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5 Stars
Dave is the right choice!
5 Stars
5 Stars
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5 Stars
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