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Steve Montgomery

Steve Montgomery

Partner, Investment Advisor Representative

Steve has been an independent financial advisor since 2002, helping clients pursue their life goals through custom portfolio management and detailed financial planning.  He believes his primary job as an advisor is to help his clients set attainable goals and guide them step by step so they can face their financial future with confidence.

Steve also has a specialized focus as an advisor and fiduciary on ERISA retirement plans.  Steve works as a co-investment fiduciary with plan trustees, creating and implementing an investment process to keep plans in full compliance, and to help participants pursue desirable outcomes for retirement.

A 2001 graduate of Messiah College, Steve is committed to providing independent and objective advice to his clients and is excited to be aligned with a firm that shares this passion.  Steve grew up in Newtown Square, Pennsylvania, and graduated from Delaware County Christian school in 1997.  He currently lives in Coopersburg, Pennsylvania.  In his free time Steve enjoys playing soccer, softball, basketball, and skiing, traveling, and spending time with his daughter.