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What We Do

Montage Financial Advisors (MFA) helps take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Whether you’re facing retirement or looking to better understand certain investment ideas, we can help you address your most piercing financial questions.

Financial Planning

Start thinking about your future now. Envision where you’d like to be and what you want to be doing. We will take inventory of where you are currently, and create a life-centered financial plan together to help you reach your goals.

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Investment Management

After creating a life-centered financial plan, we need to determine what mix of investments will best allow you to achieve your goals. With this in mind, we will create an investment strategy, based upon academic research, to support you and your goals.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (408) 778-8571