Expert Financial Advice for Complex Decisions. Exclusively Hourly.
Montgomery Financial Planning
Financial planning for professionals and those approaching retirement. Leave with a plan you can follow, and come back for a check-in once a year or only when you need it.
About Us
We are an independent fiduciary Financial Advisor located in Arvada, CO. We are a member of the Garrett Planning Network and the FeeOnlyNetwork. We offer fee-only financial planning and never sell you products or accept commissions. We never charge clients based on a percentage of assets. We work with clients primarily virtually. Working virtually allows us to work with clients successfully nationwide.
Who we help
We specialize in helping individuals and families facing complex financial decisions. We specialize in clients getting serious about retirement. 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. We can build a full retirement plan or prioritize 1-2 of your top concerns without locking into a major commitment. Transparency of pricing is paramount for us, and we want you to know up front what we do 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. We have clients in multiple states.
Exclusively hourly financial planning available for serious professionals
Transparent pricing and flexible options. You don't have to make a major commitment to work with us.
