Why Montis
Institutional Expertise. Independent Spirit.
Montis is a boutique, fee-only wealth management firm built to pair institutional expertise with the responsiveness and personal attention of an independent firm. Our roots date to 1994, and independence has remained central to how we serve clients ever since.
Independent on Purpose
A boutique firm with institutional depth
The advice you receive is truly independent. There is no parent company directing our recommendations and no product shelf behind them, so our advice begins and ends with what we believe is best for you.
That independence is not new here. The firm’s roots reach to one of Massachusetts’ early fee-only planning practices, founded in 1994, when charging a plain fee for advice was still a stand against how most of the industry was paid. It has been the standard here ever since.
Today, Montis combines the relationship of a boutique firm—one lead advisor who knows you and your situation well—with institutional-level support across financial planning, investments, tax strategy, and operations.
See How It Works for You
“We would rather make the decision that still looks right in ten years than the one that looks clever this quarter. Our clients are planning in decades. We run the firm the same way.”
Start Here
Let’s talk about what you’re planning for
If independence, depth, and a long-term advisory relationship are what you’re looking for, start by telling us what you’re planning for. We’ll explain how we work and answer the questions that matter to you.