Broker Check

Steven Bentley CPFA®

Financial Advisor

360-613-7033

10705 Silverdale Way Northwest Suite 203
Silverdale, WA 98383

sbentley@themontanegroup.com

Welcome to the Montane Group

Financial advising is all about relationships. Previous to becoming an LPL Financial advisor, I had worked as an entrepreneur, educator, and professional accountant in a variety of business sectors. Over the years, I saw too many family and friends hurt by the financial investment industry. By firms who were prioritizing bottom lines over individuals and their families. I began talking to more and more friends, colleagues, and community members. The more I talked, the more I felt called to apply my knowledge of business in the service of others. After discussing it with my wife and then teenage daughters, I took the plunge. And here we are! Today, my team and I combine data-driven strategies with the care and respect we have for each of our clients. At the end of the day, it's all about relationships. My role as your advisor is to listen, educate, and serve so that you leave every trade meeting feeling heard and empowered. At the Montane Group, we work diligently to incorporate our clients into every aspect of the investment process. I would love to hear about your financial goals. So let's connect!

A note on LPL Financial: In the world of financial investment, advisors often work with broker-dealers. LPL Financial is our broker-dealer. Through them, Steve and the Montane Group have access to larger financial operations while still giving hands-on management to our clients' accounts.

MEET OUR TEAM
New to investing?

New to investing?

Millennials are saving for retirement at higher rates than any previous generations. And we're here for it! Whether it's buying your first house or setting up retirement plans for your new business, our team is here to help.

Our very own, Samantha Middleton, is always on the look out for info about financial planning that has been created by financial professionals as a young professional. Sound familiar? She's found some LPL articles and resources just for you! Check out the link below.

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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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Questions or want to schedule an appointment? Let's connect

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Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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