Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. Montis provides comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Our goal at Montis is to be a $10 billion national financial planning company over the next 10 years, by becoming a destination for clients and advisors through fostering a world class client experience and employee value proposition. We are seeking to partner and acquire other advisors and advisory practices that share our core values and vision for the firm and our clients or want to partner with our firm as the key succession plans for their clients and employees.

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