Montgomery Financial Planning offers practical, personal financial planning built for real life. Transparent, reliable support. No jargon. Just honest guidance and smart strategies.
Montgomery Financial Planning is a fee-only fiduciary financial advisory firm based in Arvada, Colorado. Specializing in helping individuals and families facing complex financial decisions, including retirement planning, career changes, and business startups.
The firm operates virtually, providing transparent hourly and comprehensive financial planning services without product sales or commissions. Services include hourly financial planning, flat-fee comprehensive planning, and fiduciary advice tailored to clients' unique goals.
Fee-only fiduciary model
No commissions or product sales
Transparent hourly and flat-fee pricing
Membership in Garrett Planning Network and FeeOnlyNetwork
Virtual-first approach for convenience
Services
Hourly Financial Planning
Flexible, transparent hourly planning for specific questions or concerns without a long-term commitment.
Fee-only fiduciary approachNo commissions or product salesVirtual meetings for convenienceClear upfront pricingNo minimum asset requirements
Comprehensive Flat-Fee Financial Planning
One-time, in-depth financial planning with actionable recommendations across multiple areas.
Tiered pricing based on complexityMultiple meetings for thorough analysisNo ongoing asset management feesFiduciary commitment to client best interests
Credentials & Certifications
Master's in Personal Financial Planning
MPAS™, Master Planner Advanced Studies
CLU®, Chartered Life Underwriter
BS, Electrical Engineering
Frequently Asked Questions
Where are you based? +
I am based in Arvada, Colorado.
How do you meet with clients? +
I primarily meet with clients virtually, allowing flexible meeting times and efficiency for both client and advisor.
Do I need a minimum amount of assets to work with you? +
No. Unlike many firms, we do not require a minimum asset level. Hourly financial planning is accessible whether you’re just getting started or already established.
Are you a fiduciary? +
Yes, I am a fiduciary to my clients 100% of the time.
Do you consider taxes in all this? +
Yes. We do not file your income tax return, but taxes are considered in our financial planning, such as the tax impact of investment sales or account type recommendations.
How often do you meet with clients? +
It depends on the complexity and nature of the engagement. For specific questions, we may meet once or twice; for comprehensive retirement planning, we may meet six or more times within a year.
