Montgomery Financial

11718 Ocean Gateway, Ocean City, MD 21842

9:00 am - 4:00 pm

Monday 9:00 am - 4:00 pm
Tuesday 9:00 am - 4:00 pm
Wednesday 9:00 am - 4:00 pm
Thursday 9:00 am - 4:00 pm
Friday 9:00 am - 4:00 pm

https://montgomeryfinancialservices.com/

Its easy to feel discouraged, frustrated, and confused when you have been doing what you thought were the right things with your money, without success.

You may have followed all the advice you've read in financial magazines and newspapers, listened to your broker every step of the way; yet you're not getting the results you expected. Chances are you are following the traditional investing myths that plague the industry; Stock Picking, Market Timing, and Track Record Investing.

We pledge to avoid the Traditional Investing Myths that most broker and commission based financial planners utilize. Fee only Advisor's are legally required to act as Fiduciary's. This specifically means the clients interests must come first. This is in stark contrast to most brokers and commission based financial planners. In other words our success is tied to your success.

Recent Reviews

Barbara Carlson : 5 on 2/18/2026 9:34 pm

I do feel like a valued client of Montgomery Financial. A great staff! I left my previous financial advisors up north years ago & transferred to Montgomery Financial around 2022. So glad I did on many levels! I am impressed with their communications, care, trust and guidance. I feel confident with the strategies currently in place for my retirement goals in a few years and my life once I do become retired. I highly recommend Montgomery Financial.

Anthony Tedeschi : 5 on 2/18/2026 5:09 pm

Montgomery Financial has managed my portfolio for the last few years and have done a fantastic job . From their initial review of my portfolio to the strategy they have set moving forward, my finances have increased substantially. I look forward to our annual review meetings to review the previous year and how we will move forward. They are very responsive to all inquires and questions and quickly and efficiently handle all requests. I highly recommend this firm!

GUY JOHNSON : 5 on 2/19/2026 9:11 pm

We first connected with Montgomery Financial Services in 2023 after attending an educational session, and it was one of the best decisions we’ve made. The team took the time to understand our goals and guide us step-by-step—from transitioning our IRAs to helping us establish a trust, update our wills, and complete advanced directives. Working with Nick has given us real peace of mind knowing our financial future is organized and our children will have clarity when it matters most. We’ve also enjoyed the fun client events and the opportunity to connect with like-minded people.

Highly recommend MFS to anyone looking for thoughtful, comprehensive financial planning.

— Jeff & Anne Johnson