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.

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