Your Financial Future, Thoughtfully Planned
Montgomery Financial Planning
About Us
We are an independent fiduciary Financial Advisor located in Arvada, CO. We are a member of the Garrett Planning Network. We offer fee-only financial planning and never sell you products or accept commissions. We do not charge you based on a percentage of your assets. We work with clients primarily virtually.
Who we help
We specialize in helping individuals and families facing complex financial decisions. We specialize in clients getting serious about retirement as well as those interested in career change or starting a business. We also work with clients early in the process of building their financial foundation. There are no minimum income or asset requirements to work with us.
Services
We offer practical, personal financial planning. We are purpose built for the concept of financial planning billed hourly where you can get 1-2 of your top concerns addressed without locking into a major commitment. Transparency of pricing is paramount for us, and we want you to know up front what you will get and what this will cost.
Why Work With Us
Fee-only fiduciaries—we never earn money from commissions
Based in Arvada, CO - primarily work with clients virtually
Hourly financial planning available for DIY investors
Transparent pricing and flexible options. You don't have to lock-in to work with us.