Montgomery Wealth Advisors

At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals.  Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.

Founder and Principal

Morgan Stanley

I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

Financial Advisor

Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

I worked with a hospital CEO who had millions in assets—but no real financial plan.

They had an advisor managing their investments, but when I asked them:

➝ What’s your plan for funding your daughter’s wedding?
➝ How will you transfer your wealth to your kids & grandkids?
➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security?

Their answer? “I have no idea.”

That’s the problem.

Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security.

Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives.

➝ Investments are being managed—but not structured for long-term success.
➝ Money is being earned—but it’s not working efficiently for them.
➝ Assets are accumulating—but there’s no plan to transfer them intentionally.

When I work with clients, we fix all of that in just a few weeks.

What I Do

I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them.

➝ I structure your financial plan so you have complete clarity and control.
➝ I ensure your wealth is positioned for long-term security and generational impact.
➝ I create a coordinated roadmap—so every dollar is working for you.

This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy.

Next Steps

If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect.

➝ Send me a message or book a quick call.

I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.

John Montgomery

The best client conversations are not usually about markets.

They’re about the uncomfortable things:

What does your mind go when the house is quiet?
If you never needed another cent, what would you be doing?
If stripped of your title… who’s left?

These aren’t easy questions.
They’re the ones leaders dodge until they can’t.

Because once you’ve built something, the job really to grow it.

It’s deciding what you want on the other side of it.

Most people chase returns.
Consider alignment instead.

And that starts with braver questions.

Trusted Wealth Advisor for Hospital CEOs & Presidents → Helping Healthcare’s Top Leaders Build & Protect Wealth that Matters. Legacy | Community | Purpose | Outdoor Enthusiast & Avid Reader

I think I may have uncovered the single best life hack.

Walking.

Yep. That's it.

Walk around the pond. Walk in the woods. Just walk.

But here's the real secret:

I talk. Out loud. To myself.

The neighbors probably think I'm losing it.

But it's part conversation with myself, part conversation with God, part working through whatever's stuck.

Man... I cannot tell you how much I've figured out this way.

Something about the steady movement unlocks things.

Problems that felt impossible at my desk get. I get clarity.

Decisions I've been avoiding become obvious by mile three.

Try it.

Walk. Talk. Don't worry about looking crazy.

The clarity is worth it.

Beam

Beam is the GTM partner for B2B Tech, SaaS, and Services.

Co-Founder

boldfish.be

Boldfish provides strategy, leadership and coaching services to B2B firms.

Founder

Better Growth

The community for ambitious growth leaders.

Chapter Lead - Better Growth

B2B Tech Growth Expert / Marketing Manager

The Pursuit

Founder // Coach

Virtuosolar

Product Manager

contained.be

Co-owner @ CONTAINED

iValue

Project Manager

Uitgeverij Van In

Project Manager / Technical Product Owner

MEDIALAAN

Projectmanager Nieuwe Media

Fractional Growth Leadership For B2B Tech | Strategic Marketing Consultant | Dad X3

You're making the effort to read this 'about' section on me?

Well, then let me try to create some value for you right here, right now:

Successful Marketing for B2B Tech is about orchestrating 5 core challenges:

→ Continuously deepening what you know about your buyers
→ Crafting frictionless omni-channel experiences
→ Building a brand that will drive love term growth
→ Creatively, efficient and effective campaigning to impact the buyer journey in your favor
→ Organizing teams, tools, and processes to grow your revenue

It's a lot to take in. It's a lot to keep it all together.

A lot of research, experimentation, creativity, and analysis.

And you might be thinking: "A great product or service will sell itself!" 

And you might be right, sometimes. But then again, did you get to where you are today by winging it?

Or by carrying out your vision consistently, and building rigorously?

Don't "wing" your go-to-market, and don't wait to grow your market share.

Find yourself the right partner and get crackin'!

Send me a DM or we can book a free 30 min call for you to pick my brain on your next best moves:
https://meetings-eu1.hubspot.com/brecht-vandewaetere

Brecht Vandewaetere

Het is weer zo’n periode waarin alles tegelijk op me afkomt: werk, gezin, to-do’s, agenda’s, verwachtingen, ... de “pressure cooker” 😤. Herkenbaar?

Standaard ga ik dan nog harder op de gas staan, wat allesbehalve druk wegneemt. Maar ik slaag er steeds vaker in dat patroon te doorbreken. 

Door terug te grijpen naar drie simpele stappen:

1️⃣ Verruimen
Even uitzoomen en perspectief creëren.
Mezelf afvragen: wat is echt belangrijk, wat probeer ik hier echt te doen?

2️⃣ Vertragen
Hoe meer druk ik ervaar, hoe trager ik moet gaan. Niet blindweg harder op de gas duwen dus. Dan wordt je perspectief net wazig.

3️⃣ Verbinden
Heel vaak sneuvelt dan ook de tijd en ruimte voor verbinding. Wat alles dan weer negatief versterkt. Dat zie ik heel fel thuis met de kids → minder verbinding, dan gaan ze meer in weerstand staan, duurt alles langer, … 🤯

Ik moet hier zelf meestal tien keer tegen een muur voor knallen voor ik eraan denk wel 😅. 

Hopelijk heeft iemand er iets aan voor we alweer de laatste maand van het jaar induiken!

Turning reactive chaos into intentional systems | Growth in B2B Tech | Building Dad Flow Community | Dad x4

Iceberg, right ahead 🚢 ! And yet, many of us still don't see it. How we spend so much of our energy, just.. reacting.

The Iceberg Model is a simple and powerful way to shift your focus from constant firefighting to creating real, lasting change.

Here’s how to use it to find the root cause (in business, client work, or even in parenting, like me 😅 ):

1️⃣ The event level: What's happening?
2️⃣  The pattern level: What's happening over time?
3️⃣ The structures level: What's influencing the pattern? 
4️⃣ The mental models level: What beliefs are keeping this in place?

Example:
A long-time customer won't renew (event). Churn has been increasing by 3% every quarter for the past year (pattern). Product stability has dropped because engineering team was incentivized for new features over stability (structure). Acquisition is the only metric that matters, for which we need new features (core belief).

So you can offer discounts to churning customers to try and fix the event. But will it solve the churn issue? 

The point of the model isn’t to dramatize the weight of what we can't see. It's to guide understanding to what really drives change. To pause reactivity and organize with intention. Root cause thinking so you can take the right action.

If you only fix the event, you’ll see it again, and again. But if you understand the structure or the belief underneath, you can actually change the outcome 💪 .

taplio

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taplio

The Battle

John Montgomery

Brecht Vandewaetere

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Montgomery's LinkedIn Performance

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