MONTAG Wealth Management Announces Move to Cobb County


Atlanta Wealth Management Firm announces its relocation to Cobb County.

Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office and allows the MONTAG team to build relationships in a new region of the firm’s home state.

“First, it’s important to say how thankful I am for the time spent and relationships built out of our Atlanta office. Those walls have represented MONTAG since its inception 40 years ago, and that’s special,” said Ned Montag, CEO of MONTAG Wealth Management. “We’re also thrilled to support our clients in the Cobb County area more closely and provide all of our clients with a more accessible space to meet with their Portfolio Manager. Frequent interaction with our clients is something we pride ourselves on, and it makes up the foundation of MONTAG’s client-wealth manager relationship. I believe, and our team believes, this is an exciting transition that will benefit everyone involved,” Montag added.

MONTAG Wealth Management helps individuals and organizations meet their financial objectives through personalized advice and investment management. The group has been delivering private wealth management and institutional management services for 40 years and has grown to manage over $2B in assets.

“The benefits to our clients are at the forefront of our minds,” says John Montag, President and Chief Investment Officer at MONTAG, “and this new location in Cobb County provides more opportunities for us to serve them better. As a relationship-first firm, this move allows us to develop and strengthen relationships with more individuals, their families, and their businesses,” Montag added.

“MONTAG Wealth Management has faithfully served the Metro Atlanta region for four decades. Their move to Cobb allows them to capitalize on our strategic location and diverse business community to best serve their clients,” says Dana Johnson, COO of the Cobb Chamber and Executive Director of SelectCobb. “We are excited to welcome MONTAG to Cobb and look forward to helping them continue their success.”



MONTAG has established itself as, and remains, a trusted wealth management and investment company since 1982. As a multi-generational, family-run business, MONTAG understands that superior service requires treating clients like family to enable them to build and secure wealth for current and future generations. Because they understand each client has their unique story, MONTAG always takes the time to get to know you, your investment philosophy, and your priorities to tailor strategies to your perennially evolving needs. Ultimately, your financial security is at the forefront of every decision you make.

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Ned Montag
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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.