Founded in 1982 by Anthony Montag in Atlanta, Georgia, Montag is an independent, fee-only Registered Investment Advisor (RIA). The firm is dedicated to providing prudent, long-term-focused investment management and comprehensive financial counsel. It primarily serves high-net-worth individuals, families, and foundations, focusing on creating customized investment portfolios and financial plans to help clients achieve their long-term financial goals.

Founded in

United States