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

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.

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

Help clients build wealth and protect what's important to them.

Financial Professional

Kaufman Hall

VP Process Improvement

Community Health Systems

Oversee case management and appeals, including identifying, communicating, and educating staff on governmental regulations. 
* Trained Staff on appeals and case management protocols.
* Centralized the Humana revenue integrity audit denial appeal process.
* Managed revenue integrity audit appeal and prevention for 206 hospitals, achieving a 70+% success rate.
* Countered concurrent denials and streamlined government denial appeals for RAC, MAC, and CERT.
* Coached staff on leveraging Milliman care to fight concurrent denials; employed InterQual Utilization Review methodologies.
* Built a physician advisor mentoring structure; created a remote physician advisor program.
* Improved 2 midnight rule adoption by implementing process improvement calls, delivering education, and providing real-time feedback; implemented self-audit protocols.
* Integrated acquired facilities into the appeals structure and transitioned facilities.
* Hired a DBA to manage vendor relations and provide IT support.

Vice President, Case Management

Health Management Associates, Inc.

Managed registrations for a system growing from 10 to 28 facilities. Advised on PBX, registration, financial counseling, process improvement, and case management.
* Evaluated facility compliance with policies, procedures, and payer requirements.
* Appointed interim hospital patient access director as warranted.
* Secured patient satisfaction and fiscal result improvements.
* Realized a 17% decrease in staff turnover and improved overall performance.
* Maximized collections by enforcing POS collections and implementing processes at 12 hospitals, capturing a 15% YOY improvement.
* Trained patient access leaders and developed training on insurance selection.
* Deployed quality check and patient estimator software; established a centralized pre-registration unit.
* Realized a 75% decrease in billing delays by implementing best practices.
* Supported acquisitions by training staff on culture, processes, and systems.
* Developed a reporting process to track POS collections and bad debt reduction.

Regional Patient Access Director

University of Mississippi Medical Center

Directed access management services, supporting a 865 bed academic medical center, holding responsibility for coordinating change management. Administered a $16 million patient financial services budget as interim Senior Director. 
* Increased monthly collection amounts $9 million by developing a revenue cycle dashboard to track change improvements.
* Served on a multi-disciplinary team to improve the authorization process for inpatient and high value drug claims.
* Hired a training lead and created a supervisor training program for patient financial services and registration leaders.
* Captured expense reductions by designing a contract management process to eliminate contract auto-renewals.
* Implemented compliance controls and assisted case management in making changes to ensure adherence with CMS rules.
* Contributed to resolving billing and denial technical issues; increased reported revenue and collections.

Senior Director of Admissions

Boulder Community Hospital

Led case management department improvement, maintained admissions, and enhanced POS collection across a 265 bed facility.
* Increased staff retention.
* Reduced the use of the emergency department for routine care and increased provider and patient satisfaction by launching a case management program; increased POS cash collection $4 million in one year.
* Managed clinical documentation enhancements to improve the mortality index and reimbursement.
* Integrated case management into the hospital revenue cycle.
* Streamlined utilization management, increasing accuracy and reducing Medicare take-backs and denials.
* Redesigned functions to reduce discharge delays and improve nurse and social work performance.
* Established a physician-led case management steering committee.
* Resolved a CMS compliance issue requiring self-reporting with no corporate integrity agreement.
* Oversaw revenue-cycle conversion from Meditech Magic to Client Server.
* Served as alpha client for the Recondo tool.

Director, Admissions and Case Management

Financially and Operationally Driven Executive with proven success leading all aspects of healthcare operations. Results- and metrics- oriented with experience in analyzing key business drivers and leading process and performance improvement to enhance operating efficiency, reduce costs, meet demand and quality standards, and impact bottom-line profitability.

Analytical and progressive with dynamic leadership, business, and financial acumen to produce extraordinary results. A respected leader and solution provider with the skill to intuitively engage teams and cultivate and foster working relationships with internal and external partners, stakeholders, and cross-functional teams. Areas of expertise include:

* Operational & Fiscal Oversight* Process & Performance Improvement
* Staff Leadership & Development
* Risk Management & Controls
* Infrastructure Development & Management
* Mergers & Acquisitions
* Multi-Site Management
* Margin & Profitability Growth
* Program & Project Management

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John Montgomery

Val Kraus, MBA, FACHE

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taplio

The Battle

John Montgomery

Val Kraus, MBA, FACHE

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

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