A complete list of active advisors currently associated with Montage Financial Advisors

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

Montage Financial Advisors provides discretionary portfolio management and project‑based financial planning to individual and high‑net‑worth clients. The firm manages roughly $100 million in discretionary assets for a limited roster of clients and offers planning on retirement, estate, tax, cash‑flow, college savings, and business succession topics. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using index mutual funds and ETFs to build diversified, low‑turnover portfolios intended to balance correlation, risk, and return. Investment selection and any tactical adjustments are informed by a mix of fundamental, technical, charting and cyclical analysis, and accounts are reviewed on a semi‑annual basis. A distinctive feature is the firm’s affiliation with an accounting practice: the principal also leads a separate tax practice as a CPA and CFP and spends a portion of time providing tax services that are offered separately from advisory engagements; the firm coordinates with clients’ tax and legal professionals and will participate in multi‑party meetings when requested. Montage also emphasizes project‑based comprehensive planning with written deliverables and manages a relatively small client roster, which results in more tailored implementation compared with many larger peers.

To learn more about the advisors currently working at Montage Financial Advisors, 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.