Our Approach

At MONTAG, we do things differently. We are a multi-generational, family-run business founded in 1982, and believe that our clients are best served by treating them as part of our family. We take the time to get to know you—to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals and dreams (and of course, your fears as well). We know that every client has their own unique story—a story that deserves much more than a brief conversation with an unfamiliar anonymous voice, conducted over a customer service line.

That’s why we believe in giving our clients direct access to their portfolio managers. You’ll build relationships with real people—professionals with years of hands-on investing experience. We’ll work together to craft a personalized investment strategy that will put you in the best position to protect and grow your assets over time. Once this strategy is in place, your portfolio manager is only a phone call away. When your priorities change or you have questions, you’ll know who to call. MONTAG is here to give you the support you need, when you need it, while keeping your financial security at the forefront of every decision.

Client-Focused, Fee Based

MONTAG operates under the fiduciary standard, which means that we are organized to put our clients’ interests ahead of our own. Our fees are simple, calculated as a percentage of assets under management. All fees are tabulated on an invoice and shared with our clients each quarter. We are paid directly by our clients for the services and continual counseling we provide, rather than charging transaction-driven commissions or product fees.

One of the main differences in working with MONTAG is that you speak with and have direct access to the people who are managing your portfolio. There are no prepackaged products; every strategy is designed specifically to reflect your investment objectives that were designed to help meet your unique goals. And when your goals or life circumstances change, you speak directly with your portfolio manager to ensure your strategy evolves with your circumstances.

Our History

 
MONTAG began 40 years ago as a family-run wealth management business. We are anchored in long-term relationships—the kind that are formed by giving our clients the personal attention they deserve. We believe in meetings that start and end with handshakes. We value conversations about performances of all sorts, from portfolios to kids’ school plays. Our conversations lead to personalized investment advice and strategies that fit your specific circumstances.

The MONTAG Timeline

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  • 1924

    Louis Montag begins his career at Montag Brothers Paper Company in Atlanta.

  • Louis Montag

    1945

    Louis Montag starts Atlanta’s first independent advisory firm, Montag & Caldwell.

  • Tony Montag 1960

    1960

    Louis’s son, Tony, joins his father’s firm.

  • 1979

    Tony leaves Montag & Caldwell and joins Wood, Struthers & Winthrop.

  • 1982

    Tony acquires the Atlanta office of Wood, Struthers & Winthrop and incorporates MONTAG.

  • Tony and Jackie Montag 1980s

    1983

    Tony’s wife, Jackie, joins the team to lead MONTAG business development.

  • Facts & Finances for Women Cover

    1985

    MONTAG launches its popular semi-annual seminar, Facts & Finances for Women.

  • Ned and John Montag

    1995

    Tony’s sons, Ned and John, join their family’s growing firm to become CEO and CIO. The MONTAG Advisory Board is also created.

  • Georgia Pacific Center

    2006

    MONTAG moves into Georgia-Pacific Center on the threshold of its 25th anniversary.

  • 2012

    MONTAG celebrates its 30th anniversary, continuing to grow in AUM, clients and staff.

  • MONTAG favicon logo

    2012

    A. Montag & Associates unveils bold new branding, now known as MONTAG Wealth Management — or more simply, MONTAG.

  • L. Anthony Montag, CFA

    2020

    Founder Tony Montag retires, concluding a 60-year career, as MONTAG’s 40th anniversary nears.

  • 2022

    Montag Celebrates 40 Years

Our People

John Montag

John Montag | President, CIO & Portfolio Manager

We’re invested in your future.

The MONTAG team, from our executive leadership to our portfolio managers, are career professionals who bring decades of wealth management expertise and experience. Together we develop individualized, optimal strategies for each and every one of our unique clients.

Our Community Involvement

Learn about MONTAG’s commitment to the community.

At MONTAG, we’ve been successfully investing for generations, helping our clients meet their goals. We’ll help you do the same.