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Monday 7:30am - 5pm Tuesday 7:30am - 5pm Wednesday 7:30am - 5pm Thursday 7:30am - 5pm Friday 7:30am - 5pm

Stone Leaf Financial - Raymond James

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United States
Bozeman, MT
Stone Leaf Financial - Raymond James

Guidance That Grows With You Our Story

Our team is dedicated to careful stewardship of client funds and personalized client service. Member FINRA/SIPC.

We believe each should receive tailored financial planning and active management designed to help maximize growth and help mitigate risk. We recognize that no two clients have the same circumstances, preferences and goals; financial plans must be as personal and unique as the client. As an independent practice we are not obligated to promote proprietary products or services. This allows us the fre

edom to develop the most effective strategy for each individual client. As a family-owned financial services practice, we believe our clients' financial plans deserve the same careful strategizing and attentiveness we would give to our parents' and children's. A financial plan is not always limited to one person, but often involves the participation of every member of the family. We recognize the important role family plays in our financial lives, and we strive to serve you and your family. We are firm believers in the extra mile. Doing the minimum never got anyone beyond average. You deserve an above average plan. Not only do we care for our clients’ financial plans, we care for them personally. Here at Raymond James Financial Services we take the necessary steps to make sure your needs and expectations are met. After all, you are the lifeblood of our business. For important disclosure information, please visit http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc. Hudak and Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

08/20/2026

We are humbled to announce that Quincey Beauchaine has been named to the Forbes' 2026 list of Best-in-State Next-Gen Wealth Advisors. This is an exciting honor, one that could not have been accomplished without the amazing community we have at Stone Leaf Financial. We are committed to being a trusted resource through every stage of your financial journey and look forward to serving you for many years to come.

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

06/24/2026

Last week, we gathered with clients, friends, family, and community members to celebrate another milestone; the launch of Stone Leaf Financial.

Starting over with a new name is both exciting and humbling. While our name has changed, what matters most hasn't: the relationships we've built, the trust our clients place in us, and our commitment to helping people pursue their goals with confidence.

To everyone who joined us at our launch party, thank you for helping make the evening so special. We feel incredibly fortunate to be part of this community and grateful for the support we've received throughout this journey.

We're just getting started, and we're excited for what's ahead. 🌿

03/24/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you.
Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

11/11/2024

With respect, honor and gratitude we recognize each and every person who has served for our country. Thank you to all our veterans, today and always.

08/16/2024

Excited to share that I’ve officially earned my Certified Financial Planner™ (CFP®) designation! 🎉
This milestone represents my commitment to providing the highest standard of financial planning and advice. Thank you to everyone who supported me along the way—I look forward to continuing to help others achieve their financial goals.

05/27/2024

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the markets are closed in observance of Memorial Day.

05/12/2024

Happy Mother's Day! We hope you are able to spend time with or remembering the mothers and mother figures who changed your life for the better.

04/29/2024

We are excited to be attending this year's Elevate conference, hosted by Raymond James Financial Services in National Harbor, Maryland this week!

The conference provides a unique opportunity to hear from peers and gain insights from associates and leaders across the firm. We look forward to sharing fresh insights, innovative ideas, and helpful information with you.

Address

1482 N 15th Avenue, Suite 1
Bozeman, MT
59715

Opening Hours

Monday	7:30am - 5pm
Tuesday	7:30am - 5pm
Wednesday	7:30am - 5pm
Thursday	7:30am - 5pm
Friday	7:30am - 5pm

Telephone

+14065861108

Website

https://stoneleaffinancial.com/

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