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Gleaning Wisdom from Family Quotes

June 23, 2025 by


As a multigenerational family-owned business, it’s only natural that our family's stories and quotes are often demonstrated in our firm and how we guide clients. Some of the values and perspectives our family has shared with us are timeless and have been integral in helping us build trust for decades.

Our family instilled in us a heart of service and the ability to see financial “burdens” as opportunities. Most people have a favorite quote or motto that acts as a North Star or motivation to strive for more. It's why we also value our diverse team and the unique outlooks they bring to MONTAG in continuing to shape how we evolve, connect, and care for our clients. View the full video to hear Ned and John reminisce about some of their favorite family quotes and how they apply their principles today.

Author

  • MONTAG

    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.

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At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.