Herb Montgomery, CFP® is the founder and president of The Montgomery Financial Group, Inc. (TMFGI), a Fee-Only financial planning and Registered Investment Advisor firm located in Orleans, Massachusetts.
TMFGI serves a diverse market ranging from people who are just starting out in life to those that have retired and enjoying the fruits of their labor.
We are able to provide comprehensive, unbiased financial advice to individuals from all walks of life on an hourly as needed basis.
We also offer ongoing Investment and Portfolio Management on a fee-only basis.
We listen to the concerns voiced by our clients and then work with them to make the best decisions possible in order to achieve their financial goals. Since we have no minimum asset or income level requirements we are able to serve those of limited resources along with those of more substantial means.
Prior to starting his own firm, Herb held the position of Financial Advisor at American Express Financial Advisors, later known as Ameriprise Financial Services for two years as an employee advisor and four years as an independent franchisee. Previous to American Express, he was employed by the local phone company for twenty years, retiring in April 2000. He holds a B.A. in Business from Eastern Nazarene College in Quincy, Massachusetts and is a graduate of the Financial Planning Program offered through The American College in Bryn Mawr, Pennsylvania. Herb received Certified Financial Planner® status in July of 2004 after meeting the rigorous educational, ethical and work requirements along with an extensive 10 hour national examination over a two day period.
A Cape Cod resident since 1954, he and his wife Sue live in Brewster where they raised their two children. Herb is a member of the Nauset/Orleans Rotary Club where he served as President for the 2006/2007 Rotary year.
Herb is a member of the Garrett Planning Network, an international affiliation of professional, Fee-Only financial advisors. Network members are dedicated to providing independent, professional financial advice to people from all walks of life. Nationally recognized CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, Sheryl Garrett, founded the network to further her vision of making competent, Fee-Only financial advice accessible to all people.