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Independent, fee-only wealth management in Prescott, AZ

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Podcast: Erica and Brandon talk financial planning

Enjoy a podcast featuring Montoya Wealth’s advisors, Erica and Brandon

Erica RybergOctober 12, 2018

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Montoya Wealth now offers clients a budgeting and financial planning app.

Erica RybergFebruary 27, 2019

The “If all you do is this, you’ll probably be OK” approach to financial planning

Financial PlanningErica RybergAugust 21, 2018coaching

We are proud to partner with Charles Schwab as the custodian for clients assets.

Montoya Wealth Management

2069 Willow Creek Road,

Prescott, AZ, 86301,

United States

928-460-0972 brandon.montoya@montoyawealth.com

Hours

Mon Open

Tue Open

Wed Open

Thu Open

Fri Open

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OUR TEAM:

Brandon Montoya, EA, APMA®, Portfolio Manager
928-460-0972
brandon.montoya@montoyawealth.com

Erica Ryberg, CFP®, Financial Planner
928-308-7650
erica@montoyawealth.com

Amanda Hiler, Business Manager
623-687-0433
amanda@montoyawealth.com

VISIT MONTOYA WEALTH MANAGEMENT:

2069 Willow Creek Road, Prescott, AZ 86301

Montoya Wealth is a Fee-Only
Registered Investment Advisor.

Nature photography by Matt Turner. Portraits by Carrie Magnuson.

Investment advisory services are offered through Montoya Wealth Management Group, LLC, a registered investment adviser offering advisory services in the State of Arizona and other jurisdictions where registered or exempted.