Maximize wealth. Minimize stress. Embrace abundance.
Guiding healthcare leaders, aspiring professionals, and their loved ones with personalized, fee-only advice.
I’m John.
My mission? Helping you live a life of abundance.
Tired of a system that pushed sales over your best interests, I founded Montgomery Wealth Advisors with a different approach.
My goal is simple: to create personalized strategies that align with your unique goals and aspirations whether you are already retired or just planning for it.
Ready to experience a refreshing approach to wealth management? Join me and unlock your path to abundance.
I can’t wait to connect.
Here’s how this works.
Let’s chat
I'm here to listen and guide.
Craft your strategy
Build a strategy tailored just for you and your loved ones.
Savor every moment
Focus on enjoying life and making memories.
Balancing work and family? I’ve got your back.
Your hands are full. I'm here to lighten the load, at least on the money side of things. Let's connect, brainstorm a custom plan, and free up your focus for those office wins and family dinners.
Let’s get to work.
At Montgomery Wealth Advisors, we operate on a fee-only basis, ensuring your interests always come first.
Investments? Retirement?
Let’s start exploring your aspirations.
In the meantime, subscribe to the newsletter.