Michael Montgomery, CPFA, AIF®, CFS™, TGPC, C(k)P®

Senior Vice President, OneDigital Retirement + Wealth

43 years of experience

About

Michael Montgomery currently serves as a Senior Vice President for the Retirement + Wealth division of OneDigital. He has specialized in the retirement plan field since 1977 and is nationally recognized for his thought leadership on retirement plan issues. He founded Montgomery Retirement Plan Advisors in 2004 after achieving success as a pension specialist or regional manager with several leading retirement plan providers. In 2013 he also co-founded a second firm, Fidelis Fiduciary Management, to provide ERISA 3(38) investment fiduciary support to plan sponsors in partnership with non-fiduciary plan consultants and recordkeepers.

Mr. Montgomery is a frequent writer on industry issues and speaker at conferences regarding fiduciary best practices.

Investment Advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser a wholly owned subsidiary of OneDigital.

Latest News & Updates from Michael Montgomery, CPFA, AIF®, CFS™, TGPC, C(k)P® and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details