Independent · Fee-Only · Fiduciary
Independent Advice for Complex Financial Lives.
Montis Financial is a boutique, fee-only wealth management firm combining institutional expertise with the personal attention and agility of a focused, independent firm.
*Assets under management as of December 31, 2025.
Why Families Move to Montis
Your wealth has grown. Has your advice?
Most people arrive because their situation outgrew the help they were getting. A business sale is on the horizon. Equity compensation turned into a concentration problem. Retirement changed the question from “how do I save?” to “how do I spend this without running out?” Others arrive earlier: affluent young families with the means to start saving for a house or college, ready for their first comprehensive financial plan.
As your wealth grows, so does the complexity of your planning and investment needs. Conventional wisdom will no longer suffice. Financial solutions have evolved tremendously — your financial plan and portfolio should reflect that.
For individuals, couples, and families seeking a differentiated wealth management experience — one where you and your legacy are the primary focus — you’ve come to the right place.
What We Do
One team for the whole financial picture
Planning and investing are not separate products here. They are one engagement, led by one team that also coordinates with your CPA and attorney so the decisions work together.
Our financial planning process is built around five pillars, each reviewed as your life changes.
- Cash flow planning — income, distributions, and retirement
- Investment planning — allocation aligned with your plan
- Tax planning — after-tax is what you keep
- Legacy planning — wealth transferred as you intend
- Risk planning — defending the plan
Who We Serve
The power of a boutique firm
Small enough to provide deeply personalized service, with the experience and resources to take on increasingly complex financial challenges.
Preparing for Retirement
The question changes from saving to spending.
ExploreSelling or Growing a Business
Planning before, through, and after a sale.
ExploreLife Didn’t Go According to Plan
A layoff, an inheritance, a loss, a divorce.
ExploreWhen Success Gets Complicated
Equity compensation, concentration, and taxes.
ExploreStart Here
Let’s talk about what you’re planning for
Every relationship starts with a conversation about what is changing, what matters most, and what you want your wealth to make possible. Tell us what you’re planning for, and we’ll start there.