Advice as it should be.
Through open, ongoing conversations and sensible advice, we counsel you on what matters most, then the finances follow. Guided by an objective mindset, we’ve been helping people live their best lives for over 20 years.
Who We Are
We’re independent-minded advisors, leading with your life to guide you through both life’s challenges and rewards.
What We Provide
We provide sensible, understandable and thoughtful advice that touches all aspects of your life.
News & Nudges
A Tribute to Bill Russell
Much about the MontVue approach to clients was influenced by our late colleague and mentor, Bill Russell (William Horace Russell, III.) In the 1980s when Sarah worked for Central Fidelity Bank in Lynchburg, Bill was the head of the western region trust area and had the reputation of being the best trust guy in Virginia–tough as nails and beholden to no one.