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The Montgomery Financial Group, Inc. (TMFGI) is a Financial Planning and Registered Investment Advisory firm located in Orleans, Massachusetts. TMFGI provides Fee-Only Financial Planning Services and Investment Management to clients from all walks of life on an hourly, as-needed basis. We have no income or net worth minimums. Clients enjoy the flexibility to engage us on a one-time or as-needed basis, or on an investment retainer. We can prepare a comprehensive financial plan, handle day to day investment management or focus on just those issues that are of concern to you. As Fee-Only, Hourly planners, we avoid all conflicts of interest by working solely for you. Our policy of not accepting any form of compensation from third parties such as mutual fund companies and insurance companies sets us apart from most financial planning companies as we do not sell any financial products.

 

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