Montis Financial
Having roots back to 1994, Montis Financial is one of the nation's earliest fee-only financial planning focused wealth management companies — built on the belief that clients deserve unconflicted advice. Today, we manage $1.3B on behalf of approximately 600 families nationwide, helping them optimize for life's most meaningful experiences. Montis is a permanent home for clients and team members alike — we've committed to not selling our business and staying independent in perpetuity, ensuring our focus never shifts from the people we serve. Our mission is simple: enrich the lives of our clients, deliver raving-fan service, and positively touch as many lives as possible as well as building a firm that clients, employees, and partners are proud to call their own.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.