A complete list of active advisors currently associated with Montag

Warmer can help you find a great advisor at Montag or one who fits your needs even better.

A. Montag & Associates serves high‑net‑worth individuals, families, trusts, estates, charitable organizations, foundations and other advisers, offering discretionary portfolio management, ongoing financial planning, general consulting, and, in limited circumstances, trustee or executor services. Financial planning is routinely bundled with ongoing portfolio management for existing clients, while standalone planning and project work are available on a negotiated basis. The firm builds individualized Investment Objectives through a structured data‑gathering process and implements those objectives with a mix of fundamental and technical equity analysis, mutual fund and ETF selection, and dedicated fixed‑income management. Portfolios are typically managed on a discretionary basis, reviewed periodically, and the firm serves as a fiduciary for retirement accounts and as a sub‑adviser to other advisory programs when engaged. Montag is notable for operating with a relatively small advisory team relative to its asset base and for a deliberate internal structure that includes specialized roles such as a fixed‑income manager and a director of financial planning, as well as multiple credentialed investment professionals. The firm also participates in institutional custody platforms that provide research and operational support to the adviser, offers bundled planning for ongoing clients, and accepts limited, negotiated engagements such as sub‑advisory mandates and occasional trustee appointments.

To learn more about the advisors currently working at Montag, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.