Who We Serve

Montage Financial Advisors (MFA) specializes in working with clients who value a close, personal, long term relationship with a trusted and knowledgeable Advisor.  We bring great value to senior executives, retirees, small business owners and those who have philanthropic capacity and desires.

• While many of our clients are nearing retirement or are in retirement, we do our best work for those individuals who feel they are not living life richly. We enjoy helping them gain an understanding of “their” definition of living life richly and taking immediate steps to do so.

• Someone looking for a trusted advisor – our clients understand that learning how to live a rich life sometimes requires assistance from others. These individuals understand the value of having expert guidance.

• Diligent saver – thanks to a lifetime of diligent saving and frugal living they have accumulated savings/investments of at least $500,000.

• Nice people – we only work with genuinely nice people with whom we share a mutual respect.