With intention, we aim to make your finances easier
so your life is more rewarding.

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.

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What We Provide

We provide sensible, understandable and thoughtful advice that touches all aspects of your life.

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News & Nudges

June 19, 2018

Welcome to the New MontVue Website

We are pleased to unveil a new website, which we believe will serve as a resource for you, our clients, and for those “future clients” who […]
June 18, 2018
MontVue Identity Theft

Preventing Identity Theft

Most of us are incredibly reliant on our cellphones these days. They have, in a lot of ways, become our little pocket-sized computers. You need to […]
June 18, 2018
MontVue Cellphone Updates

The Importance of Regular Cellphone Updates

Cybersecurity and identity theft are ever increasing concerns these days. Here are some best practices for you if you are among one of the millions potentially […]

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.