Our Mission

Montgomery Retirement Plan Advisors is an independent, fee-based consulting firm dedicated exclusively to employer sponsored retirement plans. Our mission is to deliver carefully tailored fiduciary guidance based on a thorough understanding of each client’s unique objectives. We serve as an ERISA investment fiduciary and help empower those responsible for managing their organization’s retirement programs to elevate plan governance, inspire a generational impact on employees, and optimize retirement plan programs.

We pride ourselves on helping navigate and simplify retirement plan complexities while communicating in clear actionable terms. We love what we do and take pride in the quality of our work. Our practical and objective consulting approach is one that our clients recommend to their peers, prefer for their employees and are proud to have on their side.

Our Guiding Principles

  1. Everything we do can be improved.
  2. Honesty is non-negotiable.
  3. We strive to do one thing very, very well.
  4. We simplify the complex.
  5. Employee success has a generational impact.
  6. The best consultants are good educators
  7. Professional growth should be constant.
  8. Great work often is done when no one is watching.
  9. We will lead in advancing industry best practices.
  10. This is not about us.

Our Awards and Recognitions

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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
Read Press Release | View Certificate

Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Montgomery Retirement Plan Advisors are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.