A complete list of active advisors currently associated with Montgomery Wealth Management, LLC

Warmer can help you find a great advisor at Montgomery Wealth Management, LLC or one who fits your needs even better.

Montgomery Wealth Management provides discretionary investment management and written financial planning to individuals and small businesses, managing roughly $22 million in discretionary assets for a compact client roster. Services include ongoing asset management delivered through accounts held at a national custodian and modular or full written financial plans addressing retirement, insurance, Social Security and tax-related retirement planning. The firm applies a fundamental analysis approach and tailors model strategies—combining equities, mutual funds, ETFs/ETNs and fixed-income allocations—to client goals and risk tolerance, with discretionary trading authority in client accounts via Schwab Advisor Services. Financial planning engagements are generally delivered on a fixed-fee basis and do not include ongoing investment monitoring unless the client opts into asset management. A distinctive feature is that the sole adviser is independently licensed to sell insurance and annuity products and allocates roughly 10% of professional time to insurance sales, which may lead to commission-based transactions outside the advisory services; clients retain the choice of whether and how to implement insurance recommendations. The firm also highlights professional annuity and fund-management designations, uses pro rata allocation when aggregating trades, and requires custody through Charles Schwab, reflecting a boutique, single-adviser practice supported by institutional custody and execution resources.

To learn more about the advisors currently working at Montgomery Wealth Management, LLC, 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.