Montgomery Financial Services LLC

Montgomery Financial Services LLC Advisory services are offered by Montgomery Financial Services, LLC, dba Montgomery Financial, an SEC Registered Investment Advisory firm.

Insurance products and services are offered through MFS Wealth LLC. An independent Fiduciary Registered Investment Advisory firm with offices located in Berlin Maryland, Eldersburg Maryland, and Lewes Delaware. We specialize in building long-term financial plans with an emphasis on efficient investment management, proactive tax planning, and long-term income planning. Efficient estate planning and

multi-generational planning are also incorporated into our planning process. Mission Statement: Creating better lives for our clients by helping them identify what’s important to them. We focus on long-term outcomes, meaningful relationships, and genuine connections with our clients. Coaching and educating them to live their best life in retirement by establishing a plan that aligns their goals with their values. We believe that competence and character are fundamental to relationships built on trust and that quality relationships allow us to achieve more.

07/14/2026

This checklist shows you the difference.

07/14/2026

Build a plan for income, taxes & timing

07/08/2026

How provisional income affects your benefits.

07/07/2026

The years around retirement are when alignment matters.

07/07/2026

Guide for turning retirement savings into income

Happy Independence Day! 🇺🇸 🎆Today, we celebrate America’s 250th birthday — a remarkable milestone honoring the courage, ...
07/04/2026

Happy Independence Day! 🇺🇸 🎆

Today, we celebrate America’s 250th birthday — a remarkable milestone honoring the courage, vision, and resilience that shaped our nation.

As we reflect on 250 years of independence, we are grateful for the freedoms we enjoy, the communities we serve, and the generations who have helped build the American story.

From all of us at Montgomery Financial, we wish you and your family a safe, joyful, and meaningful Fourth of July.

Happy 250th Birthday, America!

06/30/2026

Expense ratios have dropped a lot since 2005.

Life often presents unexpected challenges that come with financial implications. While these changes, such as job transi...
06/22/2026

Life often presents unexpected challenges that come with financial implications. While these changes, such as job transitions, caregiving responsibilities, divorce, or retirement, can't always be predicted, preparation is key. Having a financial plan can provide stability and confidence during uncertain times, helping you navigate life's financial crossroads more effectively.

Prep today means fewer regrets tomorrow.

Caring for a parent or loved one can quickly become financially burdensome, with family caregivers spending an average o...
06/15/2026

Caring for a parent or loved one can quickly become financially burdensome, with family caregivers spending an average of $7,200 annually from their own funds. Expenses such as medical bills, home modifications, and lost income from time off work accumulate over time, often leading to dipping into savings and delaying personal goals. It's important to prepare in advance to manage these costs with less stress. If you're currently caring for someone or anticipate doing so, seeking advice on managing these expenses can be beneficial.

These money moments hit hard. Stay prepared.

Starting a new job involves adjusting to a new schedule, team, and routine, but it's also important to consider your ben...
06/08/2026

Starting a new job involves adjusting to a new schedule, team, and routine, but it's also important to consider your benefits. Key considerations include the status of your 401(k), health insurance coverage, and whether you should adjust your financial goals to align with your new salary. Making informed decisions now can help you feel more confident and prepared for future changes.

Plan for the moments that reshape your finances.

Address

Ocean City, MD

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14102081004

Website

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