Honoring visionary Professionals and Firms whose exemplary contributions redefine excellence, inspire innovation, and drive transformative progress, setting new industry benchmarks
Hi. My name is Henry Montag & I'm proud to say I've been serving my clients as an independent CFP since 1984. In the early 1990's I began providing continuing education credits to Attorneys & Accountants. During the late 1990's I began acting as a source for the WSJ & other print media and began writing for publications such as Bloomberg Daily Tax Report, Accounting Today & Tax Stringer. By the early 2000 I was accepting invitations to the broadcast media on financial shows such as Fox Business, News 12 & Wall Street Week. My practice consists of providing continuing education credits for Accountants & Attorneys at various Bar & State Societies. Several years ago I co-authored a Flagship book for the American Bar Association titled; "The Advisors' and Trustees' Guide to Managing Risk." I learn from my teaching & writing experiences & share that info with my clients.