Overview

Our M&A goal is to empower the next generation of financial advisors in the independent channel by acquiring advisory practices across the country and increasing the impact of talented individuals.

We are a comprehensive fee-only financial planning firm just outside of Boston. We manage over $1,000,000,000 of assets on behalf of around 250 families. We have a diverse and talented team where individuals use their unique abilities to create value for the client. At Montis, we call it the affinity match; the overlap what you are good at, what you enjoy doing, and what adds the most value for clients. We have a Chief Investment Officer, Director of Operations, Director of Marketing, core team of CFPs, and a strong supporting cast of operation and administration professionals all accountable for different elements of the client experience. We also have a dedicated management team, led by two Managing Partners who are solely dedicated to new partnerships and pursuing the firm’s guiding goal: enriching life’s experiences and redefining the way investors think for better long-term outcomes.


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