It’s easy to feel discouraged, frustrated, and confused when you have been doing what you thought were the right things with your money, without success.

The truth is that the vast majority of financial and investment advice is generated to produce the illusion that so called "experts" and investment firms have a forecast or prediction about the future that will make you money. The real truth is that no one consistently can give you an accurate forecast of the market or individual stocks. These forecasts and predictions are statiscally worthless.

The good news is that you don't need to believe any of these illusions to be a highly successful investor. 

We pledge to avoid the Traditional Investing Myths that most broker and commission based financial planners utilize. Fee based Advisor's are legally required to act as Fiduciary's. This specifically means the clients interests must come first. This is in stark contrast to most brokers and commission based financial planners. In other words our success is tied to your success.

May the Truth set you Free!


Jeffrey D. Montgomery is the Founder and President of Montgomery Financial Services LLC.   Meet Jeff.

10 Things To Know About Planning
Your Retirement.

Get a copy of our free
Investor Awareness Guide.