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Jackie Montag in the “Donor Spotlight”

MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School.  The Atlanta, Georgia K-12 private school publishes “Insights”, a semi-annual magazine for alumni, students, families, donors, and other members of its community.  In … Read More

MONTAG Named to 2017 FT 300 Top RIAs

A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. The … Read More

MONTAG Named to 2016 FT 300 Top RIAs

A. Montag and Associates (d/b/a Montag) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. This … Read More

MONTAG Named Top 50 RIA by Bloomberg

A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to its list of “Top 50 Registered Investment Advisers”.  The list appeared in the magazine’s December, 2015 edition, which they called … Read More

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