Advisors at this firm
Alan K
CFP®, Series 65
Lynchburg, VA
MontVue Capital Management, Inc.
Alan Kramer is a CFP® and holds a Series 65 license with five years of industry experience. He has been with MontVue Capital Management since 2019 and previously worked at Prestige Consumer Healthcare and Liberty University Online. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a combination of passive ETFs and selected fixed-income securities, employing both fundamental and technical analysis to tailor portfolios according to client needs and risk tolerance.
Sarah B
Series 65
Lynchburg, VA
MontVue Capital Management, Inc.
Sarah Burnett is a financial advisor at MontVue Capital Management, Inc. in Lynchburg, VA, holding a Series 65 designation with 26 years of industry experience. She has been with MontVue Capital Management since 1999. MontVue Capital Management provides discretionary investment management and financial planning services to individuals, trusts, endowments, businesses, and foundations. The firm tailors portfolios to client needs using a mix of tax-efficient passive ETFs and individually selected investment-grade bonds, focusing on strategic asset allocation and risk management.
Anne U
Series 65
Lynchburg, VA
MontVue Capital Management, Inc.
Anne Umbarger is a financial advisor at MontVue Capital Management, Inc. in Lynchburg, VA, holding a Series 65 designation with 26 years of industry experience. She has been with MontVue Capital Management since 1999. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations by providing discretionary investment management and stand-alone financial planning. The firm uses a tailored approach combining tax-efficient passive ETFs and individually selected bonds, focusing on strategic asset allocation to manage risk and tax efficiency.
Christopher B
Series 65
Lynchburg, VA
MontVue Capital Management, Inc.
Christopher Blackwell is a financial advisor at MontVue Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Domino's and UPS. MontVue Capital Management serves individuals, trusts, endowments, businesses, and foundations with discretionary investment management and financial planning. The firm uses a mix of tax-efficient passive ETFs and direct bond holdings, focusing on strategic asset allocation tailored to client needs and risk tolerance.
