Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mary B
Series 65
Daphne, AL
Montz Harcus Wealth Management
Mary Brown is a Series 65 licensed advisor with Montz Harcus Wealth Management, where she has worked for seven years. She has 11 years of industry experience, including five years at Ameritas Investment Corp and over two decades of involvement with Physicians Resource Group, where she manages office operations and assists with tax preparation and insurance services. Montz Harcus Wealth Management serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm manages approximately $876 million through a six-person advisory team, offering investment management, comprehensive financial planning, pension and project consulting, and access to alternative managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters