A private, independent, fee-only wealth management and financial planning firm.

Integrity

What’s the basis of trust? Integrity.

MontVue was founded on a set of guiding principles that has not waivered and does not bend. When choosing a professional money manager, you should have no doubt in your mind that he or she will act in your best interests – when you’re watching and when you’re not.

Transparency

How is your current financial advisor compensated? 

At MontVue, there is complete transparency. We are a fee-only advisor. We receive no money from commissions, referrals, or product sales. We never use products that pay us to recommend them. We believe financial products should be designed with the client in mind, not the person selling them.

Experience

Investing isn’t a one size fits all business.

Our team brings a wealth of diverse experience to the table. We collaborate to ensure that every client strategy is intelligently designed, expertly serviced, and regularly reviewed. Through this process we’ve built deep, trusting relationships with our clients.

 

 

Independence

Conflict of interest? Not here
MontVue has no parent corporation or other built-in bias. We are 100% employee-owned, and we answer only to our clients. We abstain from pay-for-referral services and networks. This policy gives us the independence to always act in our clients’ best interests.

 

Welcome to MontVue Capital Management

The MontVue teamEstablished in 1999, MontVue Capital Management is a private, independent, fee-only wealth management and financial planning firm. We are located in beautiful Central Virginia and serve clients throughout the east coast. 

What is wealth management? At MontVue, wealth management is a partnership that ensures your investments, your financial plan, and your dreams are in the hands of true professionals. We want to see you prosper as much as you do and our goal is to work with you to make that happen. 

MontVue manages investments for individuals, trusts, businesses, foundations and endowments. We build comprehensive wealth programs that are tailored to every individual client and we help clients answer the difficult questions related to college savings, planning for and living in retirement, charitable giving, and wealth transfer. 

Interested in learning more? Call us today at 434-455-2795 to schedule a visit.