Montgomery Financial

Edward Loftice is a financial advisor at Montgomery Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including MFS Wealth LLC and Tounjian Advisory Group. Outside of his advisory role, he is also a musician. Montgomery Financial serves individual clients, including high-net-worth households, and provides discretionary asset management through a sub-adviser platform as well as ERISA plan advisory services. The firm emphasizes affiliations with other investment advisers and offers educational seminars and workshops.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been with Montgomery Financial Services, MFS Wealth LLC, and MFS Services since 2016. Prior to his advisory career, he worked at Rita's World of Wine and Bucknell University. Mr. Craven also maintains a licensed insurance practice through MFS Wealth LLC, dedicating a portion of his time to offering insurance-related products and services. Montgomery Financial serves individual clients, including high-net-worth households, as well as qualified retirement plans. The firm provides discretionary asset management via a sub-adviser platform, ERISA plan advisory services, financial analyses, and educational seminars.

William Strausbaugh is a financial advisor at Montgomery Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advisory work, he is also an insurance agent with MFS Wealth LLC. Montgomery Financial serves individual clients, including high-net-worth households, and sponsors or advises qualified retirement plans. The firm employs a sub-adviser platform for discretionary asset management and offers ERISA plan advisory services, financial analyses, and educational seminars.

Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.