Home


Achieve more with Coaching

At Montgomery Financial, we think investing can work to help most people reach their long-term financial goals. Unfortunately, many people get mixed messages and bad advice when it comes to how to invest. We provide long-term investment strategies for Main Street investors which help bring clarity to the investing process.

One our core values at Montgomery Financial is education/coaching—that means we can help you understand what your portfolio is doing and why. Understanding the origins of your investment strategy is something few investors will ever do. However, this understanding will give you a greater depth of knowledge and can create confidence in uncertain market conditions.

Support and Be Supported

At Montgomery Financial our clients and their friends attend community events and coaching sessions regularly. You will have a chance to meet other investors who are working toward their personal goals. Some may have more experience than you and others may be at the same point in their investing journey as you…either way, being in this conversation together can create great support and friends you never expected.

Are You Working with a Fiduciary?

Sign Up for your Workshop Today!

Our Clients

Busy Boomers

Read More

Women and Wealth

Read More

Young Professionals

Read More

Small Business / Self Employed

Read More

Our Team

Financial planner poses for photo

Jeffrey D. Montgomery

Eastern Shore Division Owner/President Montgomery Financial Services LLCInvestment Adviser Representative and Licensed Insurance agent
Bio
Wealth manager poses for photo

Joani Gursky

Eastern Shore Director of Operations
Bio
Money manager poses for photo

Edward Loftice

Baltimore Division Associate AdvisorInvestment Adviser Representative and Licensed Insurance Agent
Bio
Wealth adviser poses for photo

Nicholas Craven

Eastern Shore Associate AdvisorInvestment Adviser Representative and Licensed Insurance Agent
Bio
Financial Investor poses for photo

Edward Scott

Baltimore Division Regional Directorand Licensed Insurance Agent
Bio

Merrie Mcelrath

Marketing Manager/Event Coordinator
Bio