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.

CJ Walter-Hague

Mezocare

At Mezocare, we specialize in providing comprehensive end-to-end healthcare tourism solutions, ensuring a seamless treatment experience in Mexico. Our platform offers a wide range of medical services. including Dental, Ophthalmology, Cosmetic, Fertility, and Orthopedics.

Co-Founder | CEO

Duel Group, Inc.

Duel is a social community connecting the 3.4-billion global gamers by providing them with the tools to create uniquely personalized & sharable experiences through AI-generated gameplay highlight reels.

Co-Founder | CRO

Wunderman Thompson

We are Wunderman Thompson, a global digital agency that is 'Creatively Driven and Data Inspired.' In a world where clients struggle to derive value from the volumes of data they collect, our 15,000 data scientists, creatives, and executives in 70 markets identify powerful cultural insights to build campaigns that inspire action and deliver measurable business results. (Wunderman is proudly part of WPP network)

SVP, Growth, Gaming & Esports 

Grey Group

Grey ranks among the world's top advertising and marketing organizations, serving one-fifth of the FORTUNE 500, in 96 countries. Under the banner of "Grey Famously Effective Since 1917,"​ we continue to break new ground in brand experience across every platform and create lasting consumer connections.

SVP, Global Growth/Brand Partnerships 

Fetch

Fetch is a global agency built for digital economy brands, with offices in London, New York, San Francisco, Los Angeles, Tokyo, Singapore, and Hong Kong. Delivering advertising and digital media services since 2009, Fetch has found over 390 million new customers and driven 46 billion engagements for its clients. Its aim is to understand the mobile consumer better than any other.

Fetch works with some of the world’s most pioneering brands including Facebook, Hulu, Mozilla, lululemon, Apple Music, AEG Presents and Expedia and has won numerous awards for its campaigns for clients in disciplines which include digital and mobile video, paid social, display, search, creative and mobile marketing. Consistently listed as a top digital agency by Econsultancy, Fetch was named mobile agency of the year in three consecutive years and voted fastest growing mobile marketing agency in Europe by Media Momentum Awards.

Measurably Daring ™ is our mindset. It informs what we do. It’s the fearless pursuit of ingenuity. It's audacious, means challenging the status quo and it’s always measurable.

Head Of Business Development, East Coast

Blue Fountain Media

Your partner for digital growth. Blue Fountain Media is a results-driven, full-service digital agency specializing in website design, mobile app development, and online marketing. 

From day one, Blue Fountain Media’s mission has been to create websites and digital solutions that help grow businesses online. Inspired by innovation and driven to make our clients better, we turn digital ideas into success stories. With our razor-sharp strategy and cutting-edge designs, we deliver customized and measurable solutions that perform. Our clients consistently see increased traffic, enhanced brand loyalty, and new leads thanks to our work. We have worked with businesses ranging from startups to Fortune 1000 companies including, AOL, Disney, and AT&T.

Director of Business Development

OpenText Analytics

Federal Account Executive

OpenText, The Information Company™, a market leader in Enterprise Information Management software and solutions, enables intelligent and connected enterprises by managing, leveraging, securing and gaining insight into enterprise information, on-premises or in the cloud. For more information about OpenText (NASDAQ/TSX: OTEX), visit www.opentext.com.

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John Montgomery

CJ Walter-Hague

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taplio

The Battle

John Montgomery

CJ Walter-Hague

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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