Montoya Wealth Management

Montoya Wealth Management is a financial planner in Prescott, Arizona. This independent, fiduciary firm provides fee-only wealth management and investment management services to its clients. The firm maintains a 5.00 rating.

Founded in 2016 by Brandon Montoya and Erica Ryberg, the firm operates as a registered investment advisor. The team provides comprehensive financial planning, retirement planning, tax planning, and debt management. Their approach focuses on a fee-only model to eliminate conflicts of interest, as they do not earn commissions or sell insurance products like annuities. The firm utilizes modern financial technology, including Blueleaf for performance reporting and RightCapital for in-depth planning, to support their clients' financial well-being.

The office is located on Willow Creek Road, about 0.2 miles from Willow Creek Charter and 0.6 miles from Mountain Oak School.

The business maintains well-documented information online and possesses a website that search engines read cleanly.

Montoya Wealth Management provides dedicated, fiduciary-standard financial planning and asset management to the Prescott community.