Profile
The goals, principles & people
that drive our business.
Garde Bien: "Watch Well"
We believe a properly allocated portfolio continuously monitored for performance results will put you in the best position to obtain Financial Freedom. The Montgomery Family crest, shown above, has for centuries emphasized the importance of watching well. You should have the freedom to enjoy life knowing that your investments are being “Watched Well”.
We practice a long-term approach to achieving superior investment results for you, using highly rated mutual funds, ETFs, and individual securities when appropriate. We are not market timers, nor do we recommend complicated strategies.
We will make changes to your portfolio when necessary, but you should not have any expectations of trading activity. Market conditions, changes in financial circumstances, and changes in the performance of particular funds have historically been the primary reasons for recommending changes to your portfolio.
Our Mission
Our Mission is to help our clients reach the point of “financial freedom” and then work to keep you there throughout your lifetime.
You will have access to a disciplined and well defined process to identify potential risk exposure, gaps in your current financial plan, and overlap or redundancies in the current allocations of your portfolio.
Our Purpose
Our goal is to develop client relationships based upon mutual respect and trust so our clients can live life on their own terms free from financial stress and worry.
Focus & Expertise
We have developed a process that identifies 13 separate wealth management issues that we consider critical to comprehensive wealth management. The list below outlines these 13 wealth management issues that are critical to your success.
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Planning for your financial freedom involves understanding your current situation and your future hopes and dreams. Your peace of mind is important to us. Once you are comfortable with our level of experience, competence, and diligence, you will consider us to be trustworthy. With this in mind we will develop a personalized plan and strategy for you and your family.
Our value proposition is simple – we will respect your commitment to reaching and maintaining financial freedom, and in time you will develop trust in us to get you there.
Our Values
Our Practice
At Financial Freedom Advisors, LLC, we cultivate personalized financial plans for our clients based on their past investing history, current circumstances, and their future hopes and dreams. We take the role of trusted financial advisor very seriously, and look forward to providing you with a sound financial plan that will lead to your financial freedom.
John Montgomery
John attended Amherst College, graduating in 1972.
John has over 39 years of investment experience, from December 1991 to June of 2013 he was a Registered Representative and Investment Adviser Representative for First Allied Securities, Inc.
Beginning in June of 2013 John took over the role of Chief Compliance Officer and Managing Member of Financial Freedom Advisors, LLC.
Michael Montgomery
Michael is a graduate of the College of Charleston. During his four years of study, Michael earned a degree in communication and was a member of the Men’s Golf Team.
Michael joined Financial Freedom Advisors in June of 2013.