MONTGOMERY WEALTH ADVISORS
Wealth advisory for healthcare executives, built by someone who grew up inside your world.
SOUND FAMILIAR?
“Our system is about to be acquired and I have no idea how it affects my deferred comp, my equity, or my tax situation next year.”
“I have RSUs vesting every quarter, a 457(b) maxed for a decade, and deferred comp on three different schedules, and my advisor treats me like a standard high-earner.”
“I need someone who understands the politics, the comp structures, the tax complexity, and the career dynamics of healthcare leadership, not just the portfolio.”
If any of that resonates, you are in the right place.
WHY I DO THIS
I grew up in it. My father was a health system CEO. I watched firsthand what happens when the person responsible for an entire organizations wellbeing has no one truly qualified to manage their personal wealth.
Thats why I built Montgomery Wealth Advisors. After 15 years in wealth advisory, including time at Morgan Stanley, I focus exclusively on what I know better than anyone, the complete financial world of healthcare executives.
No pitch. No pressure. Just a candid discussion about your situation and whether it makes sense to work together.
15 minutes, no preparation needed. You tell me what is on your mind. I will tell you honestly whether I can help.
SCHEDULE A 15-MINUTE CALLOr email me directly, john.montgomery@montgo.co
Typically responds within 24 hours