Dave Liegakos
Montana's Small Business Wealth & Exit Strategy Experts
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Intrepid Financial Services
Dave Liegakos
Polson, MT
Serving Clients Nationwide
Montana's Small Business Wealth & Exit Strategy Experts
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Benefits
- Exit Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Dave Liegakos
Hi, I’m Dave Liegakos. My entrepreneurial journey started in 2017, facing the same challenges as many Montana small business owners—operations, cash flow, and tough decisions without a clear plan. I found traditional advice didn’t address real business struggles, so I built Intrepid to deliver practical, real-world solutions.Through hands-on experience and problem-solving, I learned what it takes to succeed as a business owner. Outdated, one-size-fits-all strategies don’t work—so Intrepid offers tailored guidance, business growth strategies, and actionable support for every stage of your journey.
At Intrepid, we use innovative, proven strategies—not generic templates—to help you overcome obstacles and grow with confidence. Whether you’re launching, scaling, or refining your business, I’m here to guide you through every challenge and opportunity.
I love living in Montana with my family and exploring the outdoors. Let’s work together to turn your business goals into reality—starting today.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- Certified Value Growth Advisor (CVGA)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
213 1st St. W Suite 2, Polson, MT, United States, Montana
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call. In your free initial consultation, we’ll discuss your business and financial goals, challenges, and what you want to achieve. We’ll review your current situation, explain how our services work, and see if we’re the right fit—no pressure, just expert guidance. I look forward to speaking with you.About Intrepid Financial Services
The Intrepid Way is your roadmap for Montana small business owners to grow business value, accelerate business growth, and boost net worth.We align your business goals with advanced wealth strategies for a secure future—supporting your exit strategy, succession planning, and long-term financial independence.
Whether you need business succession, cash flow optimization, or a tailored retirement plan, The Intrepid Way turns your business success into lasting personal wealth—on your terms.
How It Works
As your Montana business advisor, our proven process helps small business owners achieve financial growth, succession, and long-term wealth.
1️⃣ Trailhead
We begin with a strategy session to define your business goals, challenges, and vision – aligning our plan for your financial future.
2️⃣ Pick your path
We analyze your business cash flow, net worth, and valuation to map a custom path for growth, exit planning, and wealth building.
3️⃣ Begin the Journey
With your plan in motion, we guide you step-by-step toward your goals – tracking progress and adjusting for business success.
4️⃣ Reach the View
We celebrate your milestones, review your results, and set new targets—ensuring your business and personal wealth keep growing.
Education
University of Montana
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
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Dave is the right choice!
✅ Wealthtender Certified Advisor Review™
Jul 16, 2025
I can’t say enough good things about working with Dave Liegakos at Intrepid Financial. After selling my home, I was faced with an important decision about how to invest the modest profit I had made — and to be honest, I felt overwhelmed. I didn’t have a retirement plan in place, was launching a new business, and with the economy being so uncertain, I was hesitant to take on any high-risk investments.
Dave took the time to really listen and understand my unique situation. He walked me through every option in a clear, thoughtful way that made me feel informed and confident in the choices I was making. What really stood out was how personalized his approach was — I never felt rushed or like I was just another client. He made me feel like I was his only client, offering steady guidance, patience, and reassurance every step of the way.
On top of the investment support, Dave helped me think through critical aspects of my business plan, including future tax planning and how to stay financially flexible as I grow. His advice has already made a meaningful difference in how I manage my finances and look ahead to the future.
If you're looking for a financial advisor who is not only knowledgeable and strategic but also genuinely cares about your individual goals, I highly recommend Dave. Working with him has been one of the best decisions I’ve made.
Relationship to Financial Advisor: Client as of Jul 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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