Montage Financial Advisors

Overview

Montage Financial Advisors is an owner-operated independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business owners. The firm operates as a discretionary manager across its client relationships and shows a pronounced preference for publicly traded equities as the core allocation for client portfolios. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements — allowing the firm to tailor pricing to planning and advisory needs. Montage works alongside accounting professionals as part of its referral and service network. The firm is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Its client base and structure point to customized, portfolio-driven advice rather than a packaged fund or fund-of-funds approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices