A complete list of active advisors currently associated with Montgomery Wealth Advisors
Warmer can help you find a great advisor at Montgomery Wealth Advisors or one who fits your needs even better.
The firm provides investment management and financial planning to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations and small businesses. It also offers participant‑directed employee retirement plan advisory services, including analysis of plan investment platforms, development of investment policy statements and sponsor education. The firm’s investment approach is rooted in Modern Portfolio Theory and a long‑term, passive asset‑class philosophy, typically implementing diversified portfolios of no‑load mutual funds and ETFs (including funds from Dimensional Fund Advisors, Vanguard and AQR) and using written investment policy statements and Monte Carlo analysis to set asset allocation. It manages accounts on a discretionary basis, may use managed fixed‑income accounts, retain individual securities when tax or personal considerations warrant, and limits higher‑volatility exposures (for example, bitcoin ETFs) according to client risk profiles. Distinctive for an independent adviser of this type is the formal pension consulting work: the firm assists plan sponsors with investment menus, IPS creation, ongoing monitoring and participant‑education efforts — services not commonly offered by most peers. The firm also relies on third‑party resources from DFA for research and modeling and participates in Schwab Advisor Services for custody and trading support, integrating institutional tools into its advisory process.
To learn more about the advisors currently working at Montgomery Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Shreveport, LA
| 12
|
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