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About

Montanti Advisory Services, LLC. specializes in 401k Plan consulting for plan sizes between $1 million to $50 million in assets, and full-scale private
wealth management and financial planning for individual clients.

OUR TEAM

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

Dr. Montanti's Background
Matt’s Background

Meatball, Director Of Client Delight

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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