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How does the advisor help clients – Key Takeaways:
Matt Montgomery is a seasoned financial advisor who has been assisting clients in achieving their financial goals for over 15 years. He offers innovative solutions to help clients make sound financial decisions and manage their assets effectively. Montgomery is well-versed in a wide range of financial services and has a deep understanding of the market, making him a trustworthy and reliable advisor for individuals and businesses alike.
Facts and Insights
Matt Montgomery is a Certified Financial Planner (CFP) and holds a Bachelor’s degree in Finance. He constantly stays updated with the latest financial trends and regulations, and uses his expertise to guide clients towards achieving their financial objectives. With a consultative approach, Montgomery carefully analyzes each client’s unique situation and provides personalized solutions that align with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Number of Advisors: | 5 |
| Assets Under Management: | $200 million |
Financial Services Offered
Matt Montgomery offers a comprehensive range of financial services to cater to the diverse needs of his clients. These include:
- Investment management
- Retirement planning
- Financial planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Matt Montgomery works with a diverse client base, including:
- High-net-worth individuals
- Corporate executives
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
As a fee-only advisor, Matt Montgomery does not earn commissions from any financial products, ensuring his recommendations are unbiased and in the best interest of his clients. He charges a percentage of assets under management as his fee, which allows him to align his interests with his clients’ and helps them achieve their financial goals together.
Background
Matt Montgomery started his career as a financial advisor after completing his Bachelor’s degree in Finance. With a passion for helping people achieve financial stability and success, he pursued a CFP certification and started his own financial advisory firm in 2005. Over the years, he has gained a reputation for his knowledge, integrity, and dedication towards his clients, making him one of the most sought-after advisors in the industry.
Financial Advisor Disclosures to Know
Matt Montgomery has a clean record with no disciplinary actions or disclosures on his regulatory record. He is registered as an investment advisor with the state of California and is also a licensed insurance agent. Montgomery believes in transparent and ethical practices, and ensures that his clients are well-informed about any potential conflicts of interest before making any recommendations.