Welcome to investment management and financial planning done in your best interest.
Hi. I’m Brandon Montoya, portfolio manager and founder of Montoya Wealth Management, a fee-only registered investment advisor located in Prescott, Arizona.
Erica Ryberg and I founded our firm with the goal of supporting our clients’ financial well-being end-to-end: something that isn’t always possible at large firms.
Being an independent financial advisor gives us the ability to take the time to really get to know you and understand your financial picture. Only then do we create your customized financial planning and asset management solutions.
“Taking care of our clients is at the core of our business. We are here for you.”
What makes us different:
Fiduciary financial advice
Around the country, more and more advisors are establishing registered investment advisors like ours that adhere to the fiduciary standard. We are proud to always work in your best interest.
Independent investment selection
We select securities for our clients with broad diversification and low internal fees. Since you never pay commissions, our investment decisions are based solely on your best interest.
Comprehensive financial planning
Your financial life is about more than just investments. That's why we offer affordable financial plans to each of our clients. This includes retirement planning, budgeting, debt management, and much more.
Regular and accessible communication
Communication is the most important ingredient to a successful advisor/client relationship. We are always just a phone call or text message away.
Modern technology
Our firm uses the industry's best financial technology. This includes Blueleaf for clear performance reporting right at your fingertips and RightCapital for in-depth financial planning.
A fee-only pricing model
Fee-only wealth management eliminates conflicts of interest. Our advisory fees are straightforward and based on assets under management rather than on commissions. The result? Loyalty only to you, our client.
We choose fee transparency
We use a transparent asset-based pricing policy aimed at eliminating confusion and conflicts of interest. The result? Peace of mind. Note that we are not taking new clients at this time, but you are welcome to join our waitlist.
Book a meeting with us:
Want to sit down with us? Click the button to book instantly or reach out directly by calling 928-460-0972 or by emailing brandon.montoya@montoyawealth.com.
Please note that at this time, we are close to capacity and are referring clients with fewer than $1,000,000 in investable assets to other capable advisors. See a list of a few of them here.