A Note from Our Founder

Envision a workplace where coming to work each day is a joy, where growth and improvement are part of your daily experience, and where you can focus on what you’re truly passionate about—serving clients. Imagine working in a beautiful office that provides the perfect environment for thoughtful financial planning.

Picture your clients feeling so confident in their financial future that they seldom worry about finances. Instead, they share stories about how they’ve been enjoying their retirement and express gratitude for the role you’ve played in making those moments possible.

—Mark Colgan

Financial Advisors photo of hand shake

Empowering Your Independence, Elevating Your Expertise.

Financial Advisors appreciate the advantages of independence but often find the operational aspects of running a small business daunting. At Montage, we take care of business operations for you, allowing you to devote your time and energy to what you truly excel at and enjoy—serving your clients.

Why Partner with Montage

1. Focus on What Matters Most—Your Clients: By joining Montage, the hassle of daily business operations and technology management is lifted from your shoulders, freeing you to dedicate your energy where it’s most impactful.

3. Gain an Edge in the Market: Montage provides exclusive benefits that can give your practice a competitive advantage, including lower fees for certain products and services, enhanced payouts linked to collective performance, and access to our extensive network of industry professionals and specialized money managers.

2. Thrive in a Supportive Atmosphere: Montage offers a collaborative environment that fosters professional growth and high morale. Here, you’ll find a community of peers ready to support and inspire, enriching your experience in ways solo practice cannot.

How We Help

  • Premier Office Space: Enjoy a beautiful workspace designed to foster productivity and comfort.
  • Plug-and-Play Business Operation: Benefit from our established operation procedures and free yourself from the daunting tasks of business management.
  • Competitive Compensation and Pricing: Benefit from attractive compensation structures and pricing models.
  • A Community of Peers: Join a network of like-minded professionals who support and inspire one another.
  • Established Marketing Strategies: Benefit from proven marketing strategies to grow your practice.
  • Instant Brand Recognition: Leverage the power of our established brand to gain client trust and recognition.
  • Support of Commonwealth Financial Network: Gain peace of mind with the backing of an incredibly respected broker/dealer.

Unlock Your Potential with Montage Today

Are you ready to elevate your practice and focus on what you truly love? Partner with Montage and experience the freedom and support to thrive. Reach out to us and start your journey towards a more fulfilling career.