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Montis Financial

Waltham, Massachusetts

Website:

https://montisfinancial.com/

163986

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Waltham, Massachusetts

Website:

https://montisfinancial.com/

Leadership Interview

Company Details

Approximate AUM

$1,012,415,189

Fee model

Fee Only Strict

Number of employees

Custodians

Fidelity

Schwab

TIAA

Description

Montis Financial ("Montis") is a fee-only, independent advisory firm dedicated to providing transparent, unbiased financial guidance built on trust and a fiduciary commitment to always act in the client’s best interest. Unlike brokerages, banks, or commission-based firms that often operate under a suitability standard, Montis adheres strictly to a fiduciary standard—ensuring that all recommendations are free from conflicts of interest and aligned solely with each client’s financial goals. Founded in 1993, Montis entered a new chapter in November 2021 when its current leadership team acquired the firm as their anchor. Since then, Montis has continued to expand its capabilities and enhance its offerings, staying true to its mission of delivering advice they would be confident taking themselves.

Locations

230 3rd Ave Fl 3 Waltham MA 2451

230 3rd Ave Waltham MA 2451

230 3rd Ave Fl 3 Waltham MA 2451

Private Residence Woodstock VT

Private Residence Boise ID

230 3rd Ave Waltham MA 2451

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Exit Planning / Investment Banking Services

Corporate Trustee Services

Recent News

Montis Financial Launched By Boston Area Wealth Management Veterans

Montis Financial, an independent, fee-only wealth management firm dedicated to serving the full range of client needs, today announced it has formally launched its operations. Based in Waltham, Massachusetts, the firm applies an integrated approach to advising on investments, financial planning, and other financial services for intergenerational families.

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Match confidence

N/a

video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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No items found.

Qualified / Non Qualified Plans

Retirement / Income Planning

Exit Planning / Investment Banking Services

Corporate Trustee Services

Montis Financial

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Montis Financial's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Montis Financial

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Montis Financial's Ideal Partner

Company Videos

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