Herbert Montgomery is a CFP® with 19 years of industry experience and has been with The Montgomery Financial Group, Inc. since 2006. He holds a Series 63 license and is a 50% owner of Fitz-Mont Environmental Solutions, Inc., a company that provides environmentally sound electricity, water, waste, and lighting solutions. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and a range of non-investment advisory services such as tax preparation and bookkeeping. The firm employs a Modern Portfolio Theory framework focusing on cost-efficient index funds and ETFs, with a significant portion of its efforts dedicated to non-investment services for individuals and small businesses.

Jonathan Ambrose is a financial advisor at The Montgomery Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for the Monomoy Regional School District for five years. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and various non-investment advisory services such as tax preparation and bookkeeping. The firm uses a Modern Portfolio Theory approach with cost-efficient index funds and ETFs, emphasizing long-term management and regular account reviews.