Financial Services and Strategies

- for you, for your business

Cape Cod's financial advisors to the not so rich and famous

Personal Financial Services

  • Investment Strategy & Management

    We are independent, fee-only advisors; we advise, we don't sell.

  • Social Security & Retirement Income Strategies

    Income analysis and planning; social security claiming strategies.

  • Income Tax Planning & Preparation

    Hate the frustration and uncertainty in taxes? 

Business Financial Services

  • We Do Your Bookkeeping

    All your bookkeeping needs, done by professionals.

  • 401(k) & IRA Retirement Plan Administration

    All your bookkeeping needs, done by professionals.

  • We Can Handle Your Payroll

    All your bookkeeping needs, done by professionals.

Fee-Only Financial Planning Services and Investment Management

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.

When you enter into an agreement for our services, an obligation is created to you, from us, called a "fiduciary relationship." We become obligated to serve your interests, and only your interests. Why is this important? A "financial adviser" who is not a fiduciary can give you advice that also benefits them, which means they are not impartial. We are. In other words, we do not benefit from the choices you make; we don't make money from investment actions you take.

Books, Payroll, Retirement Plan Administration

We will take care of bill payment, data entry, reconciliation of accounts, year-end reporting, and preparation for your accountant or tax preparer. Learn more...

We offer a complete payroll service that includes check printing, direct deposit of paychecks, tax filings, complete compliance and more. Learn more...

We have many years of experience administering a variety of retirement plans for local small businesses. Whether it’s a 401(k) or a SIMPLE IRA, you don’t have to navigate that often-winding road alone. Learn more...

Bookkeeper making entries in journal


Your goals, our expertise = success!