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Montis Financial Appoints Robert Whelan as Senior Financial Advisor

Montis Financial is pleased to announce that Bob Whelan has joined the company as a senior financial advisor. He is responsible for providing comprehensive, hands-on financial guidance and wealth management to the firm’s clients, which include high-net-worth individuals and families, entrepreneurs and business owners. Bob will also support and execute Montis’ overall business development strategy.

Of the hire, Montis Managing Partner John Yanchek says, “Bob’s knowledge base, industry tenure and his deep expertise helping people reach their financial goals will significantly support Montis’ vision of creating an elevated experience for our amazing clients. His appointment is another example of our continued commitment to being a world-class financial planning and client-service organization.”

Bob strengthens and expands the depth and capabilities Montis can offer clients, bringing over 40 years of financial services experience to the company. Prior to joining Montis, Bob served as a senior wealth advisor at Wilmington Trust’s Boston branch. Earlier in his career, he was a partner at The Colony Group. 

Yanchek added, “We feel very fortunate to have found a team member of his caliber and greatly look forward to Bob’s contributions to our firm’s culture. Bob has what it takes to help us enhance the extremely high service standard we strive to provide to every client.”

About Montis Financial

Montis Financial is a fast-growing independent registered investment advisor that focuses on creating, building and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security.


For more information on Montis Financial, our services or Bob Whelan’s role, please call or email John Yanchek at (781) 546-4031 or jyanchek@montisfinancial.com.