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Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601

At our firm, we have the client—and only the client—in mind.

Keith Duncan and Luke MacDonald are the instructors for Financial Educators MT.  As successful financial professionals they both are keenly aware of how important it is for people to make wise financial decisions.  Unfortunately today there is lots of financial information, there isn't a lot of objective financial knowledge.  Much of what is offered to the public as education is poorly disguised sales information.   What people really need is an understanding how the financial process works so they can make informed decisions.

To date Keith and Luke have instructed over 700 people from across central Montana, helping them understand their choices so they can take control of their financial lives.

Their classes focus on the two biggest financial events that most families will face.  How to pay for collegeand how to fund retirement.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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