Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management and financial planning. We look at the big picture and help you understand all aspects that may affect your personal financial situation, such as estate planning, college planning or planning for retirement. But again, we look at these plans with regard to the realities of your lifestyle and circumstances. We help work through planning elements of a retirement plan such as life insurance coverage, social security benefits, and more.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Montoya Financial Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice are not Certified Public Accounting firms.

This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.


Investment Management

Montoya Financial Strategies

Montoya Financial Strategies' headquarters in Jacksonville, FL, United States

Montoya Financial Strategies

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