MONTIS FINANCIAL, LLC
SEC RegisteredAt Montis, we seek to enrich life's experiences through redefining the way Clients think for greater wealth creation
About the firm
Montis Financial is an independent, fee-based financial advisory firm offering a customized planning experience. The firm listens to clients, reviews their financial situation, and creates personalized plans to help them achieve their desired outcomes. Montis describes itself as independent, fee-based, thorough, education-focused, and forward-thinking.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Montis Financial offers financial planning and investment management services including tax planning, retirement planning, cash flow analysis, estate and family planning, investment management, charitable giving, insurance planning, college planning, and stock options planning, integrated into a personalized financial strategy built around each client's unique needs.
Who they serve
Working professionals with complicated benefits structures, pre-retirees and retirees looking to maximize distributions, and business owners balancing work and life financial decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 277 | $109M |
| High Net Worth Individuals | 303 | $1.1B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MONTIS FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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