Company Details
Montis Financial was founded in 1993, but in November of 2021, the current leadership team acquired Montis as their anchor firm. As a fee-only, independent advisory firm, Montis Financial, LLC is committed to providing unbiased financial advice that they would be confident taking themselves. At Montis they are proud to solidify the commitment to expanding their capabilities and enhancing their offerings to better serve their clients.
Locations
Company Videos
Acquisition Model
Max Cash: 100%
Max Equity: 15%
Montis Financial's standard terms are ~25% retention over a year period.
Mandatory Points of Alignment
To create the most positive experience possible for both clients and advisors, the leadership team would like all partners to have a centralized technology stack.
As long as the client's needs are met, partners have full autonomy over their calendars.
With collaboration, Montis Financial will work with its partners to build an annual budget.
While there is no formal client experience to adopt, all partners who join Montis should share the same planning-centric mentality.
Montis encourages partners to utilize the practice management competencies, but it is not required.
At Montis, partners can continue to manage their own models but must centralize trading. Montis is open to discussing and adapting investment management strategies based on the needs of partners.
Advisor Value Proposition
The leadership at Montis is dedicated to fostering growth and simplifying day-to-day operations for advisors. To this end, they do not engage in client-facing tasks, instead they prioritize their role in helping partners optimize practice management to achieve both the advisor's ideal work structure and maximum firm growth. Montis' ownership is committed to supporting advisors in achieving their goals and optimizing overall firm performance.
Montis Financial can assist advisors in the financial planning process. Advisors can also leverage centralized investment and service teams to help advisors assist clients.
Montis' partners will have access to the firm's centralized planning, investments, compliance, tax planning, HR, and internal finance specialists. Montis is currently building out dedicated teams in finance, marketing, and investment strategies to provide their advisors with abundant resources. This empowers advisors to focus on growth opportunities and frees them from nonessential functions.
Beyond traditional portfolio management and financial planning, Montis brings expertise in a wide range of other areas within the wealth and investment management arenas. Some of these proficiencies include tax planning, retirement planning, college planning, wills and trusts, estate planning, cash flow analysis, charitable giving, insurance planning, college planning, divorce planning, and even helping clients purchase a home or second home. Montis provides this expertise to advisors to help them bolster their offering to clients. Advisors are encouraged to tap into these resources. Additionally, Montis offers different committees to its partners who wish to participate beyond their local practice. Montis enhances the appeal of advisors by adding these additional planning and investment competencies to their arsenal of tools to serve clients.
Montis is proactively increasing their advertising, email campaigns, and social media presence to complement their highly referable client experience. This strategy presents a significant growth opportunity for the firm.
Montis can consult with you on the best ways to optimize the efficiency of your practice, such as defining roles/responsibilities for staff, implementing strategic growth initiatives, defining and managing specific KPIs, and more.
AUM Growth
Recent News
