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About

Montanti Advisory Services, LLC is a boutique wealth advisory firm specializing in retirement plan consulting and private wealth management for successful individuals, families, business owners, and executives.

We provide strategic guidance for qualified retirement plans generally ranging from $1 million to $50 million in assets, helping organizations design and oversee sophisticated retirement solutions that support both business objectives and employee outcomes.

For the families we serve, we deliver a highly personalized wealth advisory experience centered around long-term planning, investment oversight, tax efficiency, and generational wealth stewardship.

Our philosophy is rooted in building enduring relationships and providing thoughtful, high-touch guidance tailored to the complexities of each client’s financial life. By maintaining a boutique structure and serving a select group of clients, we are able to offer the accessibility, coordination, and elevated level of care that discerning families and business owners value most.

OUR TEAM


Starting From Top-Left To Right: Dr. Vincent C. Montanti, CFA®, CFP®, AIF®, Milvida Montanti, Client Service Coordinator, Dorothy Fernsel, Office Manager, Matt Kazdan, Director of Client Relations, Vincent J. Montanti, Founder and Former CEO

Dr. Montanti's Background
Matt’s Background

Client Service Team

Dorothy’s Background
Millie’s Background
Isabel’s Background
Meatball’s Background

History

Beginning in 1969, Vincent J. Montanti started his successful journey into financial services. Today, the firm, now called Montanti Advisory Services, is run by Vincent’s son, Dr. Vince C Montanti. Vincent Sr.  still holds the title as Founder and Forever CEO. Please listen to our objective  Process and Stress-Test Evaluation for our prospective clients. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success of protects against loss.

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