Content
How does the advisor help clients – Key Takeaways:
MONTGOMERY FINANCIAL is a seasoned, highly experienced financial expert that helps clients achieve their financial goals through personalized financial planning and investment management services. They aim to help clients build and preserve wealth, while also providing financial education and guidance.
Here are some key takeaways on how MONTGOMERY FINANCIAL helps clients:
- Personalized financial planning: MONTGOMERY FINANCIAL believes that each client has unique financial needs and goals. As such, they provide personalized financial planning services that consider each client’s individual circumstances and objectives.
- Investment management: MONTGOMERY FINANCIAL offers investment management services to help clients grow and manage their assets. They have a team of skilled advisors who use their expertise and market insights to construct an investment portfolio tailored to each client’s risk tolerance and goals.
- Financial education: MONTGOMERY FINANCIAL believes that financial knowledge is essential for making informed decisions about one’s future. As such, they strive to educate their clients by providing them with valuable financial insights and resources.
Facts and Insights
MONTGOMERY FINANCIAL has been in the financial services industry for over 25 years, helping individuals and families achieve financial success. They have a team of dedicated financial advisors with a combined experience of over 100 years, making them a reliable and trustworthy resource for clients.
They also have a robust online presence, with a regularly updated blog and social media accounts, providing clients with up-to-date insights and information on the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
MONTGOMERY FINANCIAL offers a wide range of financial services to help clients reach their financial goals. These services include:
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Education planning
- Tax planning and preparation
- Insurance planning
Client Types
MONTGOMERY FINANCIAL serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Trusts
- Charitable organizations
Fees & Compensation
MONTGOMERY FINANCIAL operates on a fee-only basis, meaning they do not receive commissions or kickbacks from recommending certain investments. This gives clients peace of mind that the advice they receive is unbiased and in their best interest.
They charge a percentage of the assets under management as their fee, with rates varying depending on the size and complexity of the portfolio. They are transparent and upfront about their fees, with no hidden charges or surprises.
Background
MONTGOMERY FINANCIAL was founded by John Montgomery, a highly experienced financial advisor who wanted to create a firm that focused on personalized financial planning and transparent, client-centered services.
The firm has received several accolades and industry recognitions, including being named one of the nation’s top 1,200 financial advisors by Barron’s in 2021 and the 2021 Top Advisor by Forbes Magazine.
Financial Advisor Disclosures to Know
MONTGOMERY FINANCIAL operates with the highest level of integrity and is committed to always putting their clients’ interests first. However, it is important for clients to be aware of any potential conflicts of interest that may arise.
Some common financial advisor disclosures to be aware of when working with MONTGOMERY FINANCIAL include:
- Conflicts of interest with specific