Montgomery Wealth Advisors

At Montgomery Wealth Advisors, we work with you to articulate and prioritize your goals.  Then, we create a custom plan to help you get from where you are to where you’d like to be. Using strategic planning, evidence-based investing, and meticulous client care, we help put you in the best position to make your goals realities.

Founder and Principal

Morgan Stanley

I assist individuals in meeting their financial objectives by offering customized investment strategies. I cover an array of investment disciplines and offer a variety of strategies designed to optimize risk to help meet a client’s investment objectives.

Financial Advisor

Aspiring to or navigating the hospital C-Suite? Transitioning to retirement? Maximize your wealth and embrace abundance.

I worked with a hospital CEO who had millions in assets—but no real financial plan.

They had an advisor managing their investments, but when I asked them:

➝ What’s your plan for funding your daughter’s wedding?
➝ How will you transfer your wealth to your kids & grandkids?
➝ Do you know exactly how much you’re paying in taxes—and how to structure your wealth for long-term security?

Their answer? “I have no idea.”

That’s the problem.

Success isn’t just about making money—it’s about structuring wealth for long-term freedom and security.

Most high-level professionals are so focused on their careers that they don’t have time to coordinate the moving parts of their financial lives.

➝ Investments are being managed—but not structured for long-term success.
➝ Money is being earned—but it’s not working efficiently for them.
➝ Assets are accumulating—but there’s no plan to transfer them intentionally.

When I work with clients, we fix all of that in just a few weeks.

What I Do

I provide healthcare executives, private practice owners, and medical industry leaders with the financial clarity, strategy, and structure they need to make their wealth work for them.

➝ I structure your financial plan so you have complete clarity and control.
➝ I ensure your wealth is positioned for long-term security and generational impact.
➝ I create a coordinated roadmap—so every dollar is working for you.

This isn’t just about investments. It’s about building a fully optimized financial structure that supports your goals, your lifestyle, and your legacy.

Next Steps

If you’re ready to stop leaving money on the table and start building a financial strategy designed for long-term success, let’s connect.

➝ Send me a message or book a quick call.

I work with a select number of clients each month to ensure the highest level of service—so if this sounds like what you’ve been looking for, let’s start the conversation.

John Montgomery

The best client conversations are not usually about markets.

They’re about the uncomfortable things:

What does your mind go when the house is quiet?
If you never needed another cent, what would you be doing?
If stripped of your title… who’s left?

These aren’t easy questions.
They’re the ones leaders dodge until they can’t.

Because once you’ve built something, the job really to grow it.

It’s deciding what you want on the other side of it.

Most people chase returns.
Consider alignment instead.

And that starts with braver questions.

Trusted Wealth Advisor for Hospital CEOs & Presidents → Helping Healthcare’s Top Leaders Build & Protect Wealth that Matters. Legacy | Community | Purpose | Outdoor Enthusiast & Avid Reader

I think I may have uncovered the single best life hack.

Walking.

Yep. That's it.

Walk around the pond. Walk in the woods. Just walk.

But here's the real secret:

I talk. Out loud. To myself.

The neighbors probably think I'm losing it.

But it's part conversation with myself, part conversation with God, part working through whatever's stuck.

Man... I cannot tell you how much I've figured out this way.

Something about the steady movement unlocks things.

Problems that felt impossible at my desk get. I get clarity.

Decisions I've been avoiding become obvious by mile three.

Try it.

Walk. Talk. Don't worry about looking crazy.

The clarity is worth it.

Christopher Rack

Mockingbyrd 

CEO and Co-Founder 

pharosIQ

Advisor

Chief Executive Officer

Convertr

Connect B2B marketing, demand generation and data operations leaders with the B2B data clean room solution they have been looking for in the market.  Protect your single source of truth dataset, from the onslaught of sales and marketing data.  
- Fully compliant, secure and clean data 
- API connectors to anything and everything, allowing for unlimited data append options 
- Kill the cost of managing and working with dirty data.

Strategic GTM 

Revenue Collective

Member, Revenue Collective 

Demand Science

Chief Revenue Officer

PureB2B

President 

Canopy

Spiceworks

Lead/manage a team of remote based sales professionals selling Spiceworks media/research products to IT Marketing professionals in markets across the globe

Executive Director of Sales

work directly with IT marketers in helping them to engage the Spiceworks audience of over 1.8 million IT buyers. Currently manage a $2 million book of business. 

I specialize in designing integrated ROI focused programs encompassing, lead generation, social media, awareness, and market research.

Account Director

Account Executive

emedia

- Currently responsible for 15 sales reps, 2 Team leaders and 7 Million in yearly revenue
- Have grown division 30% since taking over in 2008
- 20% ahead of planned target since taking over division in 2008
- Responsible for lead generation, lead inventory, sales leadership, new product devleopment and promotion

Group Sales Manager - IT Division

Manage Team of Sales Reps targeted IT industry with lead generation solutions. 
       - Design and implement CPL campaigns for clients  
       - Maximize ROI for marketing clients in Technology Industry

IT Sales Team Lead

Careerbuilder.com

Sales Manager

♟️CEO @ pharosIQ | Challenging the Status Quo, Lego Collector, Speed chess fan♟️

I specialize in taking small companies and helping them to scale into big ones without burning and churning millions. 
 
A strategic GTM executive, I've participated directly in the 10x+ growth of four different early stage businesses as an individual contributor, middle manager and executive leader (the largest being $6m to $140m)  My selling and leadership methodologies are built on a strong foundation of process building, execution, and building and nourishing winning cultures footed in accountability - while still remembering to #behuman. 

I love complex puzzles that most GTM leaders run away from, I'm the first one in the office and the last one to leave - and I'm perfectly ok with that. I have high expectations for myself and those I work with, and thrive in environments where the status quo is consistently challenged. 

I am a competitive chess player, Lego collector and father of four.  Fascinated by the idea of flawed heroes and collect memorabilia associated with these portrayals in TV and movies.  (Iron man, Dr. Gregory House, Andy Sipowicz, Dr. Sheldon Cooper, Elliot Stabler, Darth Vader, Walter White, Dexter) 

Work hard....Be kind, and the rest will take care of itself. 

"If you are good at something, you'll tell everyone, if you are great - people tell you" - Walter Payton

taplio

The Battle

John Montgomery

Christopher Rack

Followers

Posts

Engagements

Likes

Performance ScoreJohn Montgomery's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

John Montgomery

Christopher Rack

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Montgomery's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJohn Montgomery's LinkedIn Performance