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Tom Langmo, CPA, CFP®

Wealth Manager

Tom serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, Tom was a practicing CPA at a large independent investment advisory firm. Having come from an agricultural background, Tom understands and appreciates the importance of long-term financial planning and wealth management.

Tom earned a Bachelor of Science degree in accounting as well as a Master of Professional Accountancy degree from Montana State University in Bozeman. He is a licensed Certified Public Accountant in Montana. Tom is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Outside of work, Tom is an avid woodworker and outdoorsman who enjoys taking in everything Montana has to offer.

Articles by Tom Langmo, CPA, CFP®

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