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Montis Financial

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Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and excepti... Read more

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11-50

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Christopher Dalto
Founder & Executive Chair of the Board

Christopher Dalto

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Dennis E. Follmer's profile picture
Dennis E. Follmer
Chief Investment Officer
John M. Yanchek's profile picture
John M. Yanchek
Managing Partner & Chief Compliance Officer
Michael K. Wyman's profile picture
Michael K. Wyman
Board Member

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