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.

imadata

I developed a Business Intelligence platform that generates practical knowledge to improve profits in medium-sized companies in Mexico.

- An industrial client achieved its best year in sales with a 26% increase thanks to the IMADATA platform

- I centralized information and generated commercial insights using advanced Data Science tools for various medium-sized clients in Mexico.

- I provided data analytics consulting to business and growth departments, as well as coaching for data and IT teams.

founder and ceo

Family Business +

Advisor

Raken Data Group

Developed pre-sales presentations for business use cases, focusing on data-driven solutions.

- Worked as a data scientist consultant for telecom clients with over 5 million customers, implementing Machine Learning models that reduced customer churn and generated upsell and cross-sell opportunities.

- Evaluated and improved BI reports for a consumer goods corporation in Central America.
I consulted for companies such as IZZI, Diana, SuKarne and Starbucks

Business and Data Consultant

Kcore Analytics LLC

I developed the interface of the personalized artificial intelligence platform for the most important elections in Mexico, adapting it to the specific needs of clients.

- The project resulted in accurate information for political strategies, managing to win elections in several states.

Data Scientist

Arcus, a Mastercard company

During my time at Arcus, I worked directly with the CEO to conduct exploratory data analysis (EDA) reports which were key to monitoring KPI progress across the Development, Finance and Engineering divisions. These reports were used to establish the strategic objectives for the third quarter of 2019.

Data Science Aprentice

Grupo Areté

Developed Machine Learning algorithms to forecast shipments, service times, and route costs for a medication delivery company in Mexico.

- Created real-time dashboards in Tableau and data mining reports to optimize medication shipping activities.

Machine Learning Engineer

BRC Group

Developed statistical models in R Studio to identify optimal locations for sports marketing campaigns in socioeconomically vulnerable areas.

- Prepared demographic reports to segment potential clients who benefited from BRC projects.

Data Analyst

IBN INDUSTRIAS MILITARES

I created a National Safety Index, achieving significant visibility by being featured on national television, which increased visits to the website by more than 50%.

- Performed data mining analysis in RStudio and Excel for crime prevention and public safety, presenting the results to political and private entities.

I assist companies in leveraging data to increase profit | Founder at IMADATA

Discovering the hidden value in data is my passion. I am Imanol Belausteguigoitia Ibarrola, founder and CEO of IMADATA, where we help companies transform their data into profitable and competitive decisions. With more than 10 years of experience and a master's degree in Data Science from Goldsmiths, University of London, I have worked with leading institutions and companies such as the Mexican National Team, Banco de México, IZZI, and Starbucks, helping them achieve their goals through business intelligence.

At IMADATA, we developed a business intelligence platform that has helped our clients increase their sales by 26% in a single year. Our focus is on centralizing information and generating insights that improve decision making and strengthen competitiveness.

My goal is for organizations to make the most of their information to increase their profitability and market leadership. If you want to take your company to the next level through data, contact me
 
www.imadata.co

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The Battle

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Engagements

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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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