Jim Montgomery
Ethos Financial Partners

Jim is a Colorado native who has just recently returned from Sacramento California where he was a Financial Advisor. Before that Jim was a CFO, owned his own businesses, and spent most of his professional career in the service and sales related industries. As a new member of the Ethos Financial Partners team, Jim’s focus is on helping people to grow and preserve the assets that people work hard to accumulate.

As a Financial Advisor Jim utilizes various strategies and sound financial planning concepts to consult with his clients to help them reach the desired economic outcomes to achieve his client’s goals. The approach is unique for each client, as is Jim’s way of learning about what’s important to each client from a deep understanding of their values and beliefs.

Please don’t hesitate to contact Jim today to schedule a complimentary initial consultation to discuss the various ways he may be able to assist in the fruition of your dreams.

Share this: