The Montis Way is Fee-Only
At Montis Financial, we believe every client deserves financial guidance built on trust, transparency, and a commitment to their best interests. As a fee-only, independent advisory firm, we operate free from the conflicts of interest often associated with brokerages, banks, and commission-based firms. This approach ensures that our advice is solely focused on helping you achieve your financial goals.
Many advisors are only required to meet a suitability standard, which allows for recommendations that may prioritize commissions or hidden fees. At Montis Financial, we uphold a fiduciary standard—an ethical commitment to always act in your best interest, supported by our fee-only structure.
When you partner with Montis Financial, you can be confident that your goals remain at the center of everything we do.
Building a Relationship With a Fee-Only Advisor Means:
No Commissions or Referral Fees
Services Built in Your Best Interest, Always
Transparency in the Fees and Costs Involved
Discover the Montis Difference
When you consider whether Montis is right for you, know that we base our advice exclusively on you and your needs. In the end, our success as a firm stems from your success as our client.