Are you in the right place?

Imagine this: You're around 50, and suddenly it hits you,

I really hope I can retire comfortably someday.

That's when you wake up, possibly panic a little, and then reach out to a financial advisor.

Hopefully, me.

Who's A Fit?

There is one type of client with whom I do my best work:

Hospital Executives

I'm talking about the dedicated men and women who steer hospitals and health systems across our nation. And their families.

If that's you, keep on reading.

To be an ideal client, you should meet the following criteria:

  1. You are investing for retirement, whether you're 45 or 65.

  2. You have wealth to manage. While I’ll work with anyone I respect, my typical clients have (or will soon have) investable assets ranging from $1-5+ million.

  3. You've read this far and find yourself thinking, "I like this guy’s style.”

  4. You recognize the value of partnering with a financial advisor.

How I work with you

The process is simple.

Step 1

Initial Consultation

Schedule a 15-minute introductory call. This is a no-obligation conversation where we get to know each other, discuss your financial goals, and determine if we’re the right fit for each other. As a hospital executive, I understand the unique demands of your profession and tailor our initial discussion to reflect your specific challenges and opportunities.

Step 2

Comprehensive Assessment

Here we will dive deep. This includes reviewing your financial documents, understanding your personal and professional priorities, and discussing your future aspirations. I specialize in working with hospital executives, so my assessment will consider your career trajectory, income structure, and benefits, providing recommendations that align with your specific needs and circumstances.

Step 3

Implementation and Ongoing Management

Once you decide to move forward, I’ll create a comprehensive, priorities-based plan and investment strategy. I’ll manage your portfolio, provide regular updates, and coach you through market fluctuations. My experience with hospital executives ensures that I understand the intricacies of your profession, allowing us to support you effectively as you navigate your career and prepare for a comfortable retirement.

Everything else is details I help you think through along the way.

Currently, I'm looking to take on 15-20 more clients over the next 3-5 years.

–John Montgomery