Montage Financial Advisors

Montage Financial Advisors

Montage Financial Advisors operates as a registered investment advisor with a footprint that stretches from its operational base in Lehi, Utah to additional offices in Campbell, California, New York, and London. The firm was founded and is led by David Faulk, who serves as President. The advisory philosophy, as stated by the firm, centers on understanding a client's personal situation, goals, and risk tolerance to build long-term, communicative relationships. Montage's strategic approach is that of a traditional wealth manager and personal CFO rather than an institutional allocator. The firm's service menu includes financial planning, investment management, and advisory on niche topics like special-needs trusts and retirement plan analysis. Its website content suggests a focus on direct indexing or fund-level investment rather than direct private deals, with published primers on topics such as alternative investments, the 4% retirement rule, and purchasing power calculations. The geographic scope follows its office locations, providing planning and advisory services to clients across the United States and, through its London presence, the United Kingdom. Details on the firm's scale remain thin. Montage does not publicly disclose its assets under management, total number of professionals, or deployment figures. No adjacent vehicles, such as philanthropic foundations, real-asset arms, or peer networks, are identified in available sourcing. No recent closed transactions, fundraises, or key hires from the last 24 months are verifiable through primary sources. Montage's structure blends an RIA with a content and education platform. The firm uses its website to publish a library of guides on financial concepts, positioning itself as an educator for clients navigating life-stage financial decisions. This dual role creates a lead-generation and client-retention flywheel more common to digital-first advisory shops than to traditional single-family offices.