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

If you’re a high-capacity man who’s done everything “right” and still feels that quiet ache for more alignment, you’re not imagining it.

Some friends and I used to call it Restless Soul Syndrome.  When life looks good, but something deeper keeps tugging at you.

Most financial planning doesn’t touch that.
It optimizes accounts, runs projections, and treats you like a spreadsheet.
It rarely asks who you’re becoming or how your wealth can support a life of presence, calling, and meaning.

My view is simple: wealth is a tool for becoming.
When your financial structure reflects your true priorities, you get both clarity and permission to act instead of drifting through the next decade.

In my work, men clarify what matters most and build a plan around it.
They leave with financial clarity and the confidence to move toward major life transitions with calm intention.

Here’s how I help:

Gather truth — your current reality, your resources, and the life you actually want to live.

Map priorities — turn future priorities (kids’ college, travel seasons, home plans, time away) into today’s dollar decisions.

Build the plan — a simple financial structure and portfolio that fund the identity you’re stepping into.

If you’re grateful but not fulfilled and ready to live more fully as who you are send me a message with the word “Identity.”

We can explore, without pressure, whether this kind of intentional stewardship is right for you.

All it takes is a first step.

John Montgomery

Magnetic North Advisors

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through  Magnetic North Advisors, a registered investment advisor.   Magnetic North Advisors and Priebe Wealth are separate entities from LPL Financial.  For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which I am/we are registered to do business, please visit www.thepriebewmgroup.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Partner

Priebe Wealth

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which I am/we are registered to do business, please visit www.thepriebewmgroup.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Priebe Law

"Priebe Law is dedicated to providing exceptional legal service with honesty and integrity that serves your estate planning and small business needs."

Attorney at Law

Waddell & Reed

My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.

Financial Advisor

White House Office of Presidential Correspondence

Intern

Providing investment and financial planning services that put your financial goals and objectives first. I look forward to working with you.

*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

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The Battle

John Montgomery

Jason Priebe, CFP®, JD

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