Montana Investment Advisors
46yrs
Top advisor by experience in Bozeman
25yrs
Based in Bozeman, Montana, Erin O'Brien is a financial advisor with 25 years of industry experience. Erin has been with Xypn Sapphire since 2025; before that, Erin spent 18 years at Purposeful Money. Erin holds the CFP® designation.
At a glance
Experience25 years (since 2002)
How that compares ?Top 17% by experience at Xypn Sapphire
Office24 E. Main Street, Bozeman, MT 59715
FirmXypn Sapphire
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm63
States licensed ?1 state
Services through Xypn Sapphire
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Apr 2025 – nowXypn SapphireCurrent firm
- 2007 – 2025Purposeful Money, LLCPreviously
Contact Erin
(360) 301-7579Xypn Sapphire main office 24 E. Main StreetBozeman, MT 59715Office · Get directions Firm websitewww.trophypointfp.com
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Questions to ask Erin
Tailored to Erin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Erin
How do I contact Erin?
Call Xypn Sapphire at (360) 301-7579 and ask for Erin O'Brien. Erin works from the Bozeman, MT office.
How long has Erin been a financial advisor?
Erin has been in the industry since 2002, about 25 years. Top 17% by experience at Xypn Sapphire.
What licenses does Erin hold?
Series 63. Tap any license on this page to see what it allows.
Is Erin a fiduciary?
Erin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Erin paid?
Xypn Sapphire reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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