MATT MONTGOMERY

Overview

Matt Montgomery operates as a sole proprietorship focused on serving individual and family clients through a fee-based advisory model. The practice centers on discretionary portfolio management and financial planning for individuals and small businesses, with investment activity tilted toward publicly traded equities. Portfolios are managed with an equity preference, using separately managed accounts and exchange-traded instruments as primary building blocks. In addition to advisory services, Matt Montgomery maintains broker-dealer and insurance-broker relationships that provide access to transactional platforms and insurance solutions. The adviser does not position itself as an ESG-focused manager and does not function as a capital allocator to third-party private fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices