“We help develop and craft a unique purpose and path for the wealth you have accumulated — so that it can be employed to accomplish your goals, benefit your family, community, or the world.”
— Owen Legacy Group
Rooted in the Gallatin Valley
We have built our practice in Bozeman — not just our business. The families we work with are our neighbors, our friends, and the people we run into at the farmers market on a Saturday morning. That shared investment in this place is the reason we take community involvement seriously, and why giving back is built into the way we operate.
Where We Show Up
Each year, the Owen Legacy Group team volunteers time, donates resources, and lends support to organizations that matter to the Gallatin Valley.
Operation Holiday
We are proud to partner with the Bozeman branch of D.A. Davidson each year to support Operation Holiday, which provides gifts and essential goods to families in need throughout the holiday season.
D.A. Davidson Day of Service
Annually, our team joins thousands of D.A. Davidson employees across the country for a dedicated day of community service — a company-wide tradition that reflects the values we bring to our work every day.
Local Youth and Education
Our team members are personally invested in the next generation — coaching youth sports, supporting school programs, and staying involved in the activities that make Bozeman a great place to grow up.
The Arts and Culture of Bozeman
From supporting local events to attending performances and exhibits, we believe a thriving arts community is part of what makes the Gallatin Valley exceptional. We’re happy to help sustain it.
Montana State University and the Bobcat Community
Several members of our team are proud MSU alumni and ongoing supporters of Bobcat athletics, the College of Business, and broader university initiatives that strengthen our local economy and talent pipeline.
Generosity Is a Planning Opportunity
Intentional giving doesn’t just feel good — it can be one of the most powerful tools in a comprehensive financial plan. The Owen Legacy Group works with clients who want to make giving a meaningful and strategic part of their wealth picture.
Whether you’re interested in maximizing the tax efficiency of your charitable contributions, creating a lasting giving vehicle for your family, or simply figuring out the best way to support the causes you care about most, we can help you think it through.
Let’s Talk About What Matters to You
Financial planning is about more than numbers. It’s about the life you want to live, the people you want to support, and the impact you want to leave behind. If giving back is part of your story, we’d love to help you make it part of your plan.
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