Anne M. Umbarger
Co-founder
Anne is a co-founder of MontVue and plays a central role in shaping the firm’s client-focused, team-based approach to wealth management. Since co-founding MontVue in 1999, she has been committed to building long-term, trusted relationships within a firm structure designed to provide clarity, continuity, and collaboration over time.
While Anne creates and manages custom, diversified portfolios, her work extends well beyond investments. She helps clients navigate pivotal life transitions—from retirement planning and cash-flow decisions to estate planning conversations and life after divorce or loss. These moments require more than technical expertise; they demand trust, thoughtfulness, and accessibility. Anne’s calm presence, sharp insight, and attentive listening help clients move forward with clarity and purpose.
Before co-founding MontVue, Anne served in various roles at Davidson, Garrard & Goode, where she developed a strong foundation in investment management.
Anne earned a Bachelor of Science degree in finance and management from the University of Virginia’s McIntire School of Commerce.
Schedule a Meeting
Interested in working with Anne? Reach out to schedule an introductory meeting.