OUR STORY
A Local Legacy Rooted in Relationships, Trust, and Independence
For almost 30 years, MontVue Capital Management has served families throughout Virginia, North Carolina, and beyond as an independent fiduciary.
Founded in 1999 by Sarah U. Burnett and Anne M. Umbarger, MontVue was built on a simple belief: hardworking people deserve clear, honest financial guidance that always puts their best interests first. Nearly three decades later, that belief still defines who we are.
We take the time to do things the right way, approaching every relationship with intentionality, care, and genuine curiosity. We’re committed to truly knowing the people we serve.
Born in the Blue Ridge Mountains
MontVue was officially founded in 1999, but our story stretches back much further to our family’s beginnings in Nelson County, Virginia, in the heart of the Blue Ridge Mountains. The farm you see on our site today is more than a backdrop; it’s where generations were raised to value hard work, integrity, stewardship, and a long‑term perspective. Those principles shaped our family, and they continue to guide how we serve our clients every single day.
Dedicated to Doing What's Right
Our independence is intentional and unwavering. While other firms may choose acquisition, we remain fiercely dedicated to serving clients without outside influence. This allows us to build relationships the right way, solve complex problems creatively, and be here whenever you need us.
Committed to Serving for Generations
From the beginning, Sarah and Anne designed MontVue to thrive long beyond their own careers. We are investing deeply in the next generation of advisors so the families we serve today, and their children and grandchildren, can rely on the same level of care for years to come.
Our Door Is Always Open
Every relationship begins with a conversation. We welcome the chance to get to know you and determine whether we can support your financial goals.