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Our Mission

Our Mission

At the Montane Group, we believe that everyone deserves financial empowerment. Regardless of past financial history or the zeros behind an account, our job is to walk alongside our clients as they pursue their financial goals. By putting our clients first, we can prioritize developing relationships built on trust, communication, and empathy. We are here to lend our knowledge of the world of personal finance in the service of others.


How do we do this?

Utilizing market-tested strategies fit for today’s economic climate, coupled with our focus on client education, we want to make sure you feel confident after every meeting and trade. Time and again, we have noted that this business model, built on kindness and transparency, works for our clients' needs. We serve clients from all over the country and have the resources of our broker dealer Waddell & Reed, but without losing our personal touch. No matter your needs, we will be here!

Meet Our Team!

Investing involves risk and there is no guarantee that any investment strategy will be successful.  (07/20)