Stephen started Monthie Wealth Advisors to make a difference in his clients’ lives, seeking expert and objective comprehensive planning guidance. As a CERTIFIED FINANCIAL PLANNER™ he is committed to the highest standards in the financial industry. Monthie Wealth Advisors is the industry-leading firm helping busy professionals and retires optimize and plan their financial lives.
About Stephen P. Monthie:
In his widely respected practice, Stephen P. Monthie, Investment Advisor, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Masters in Financial Planning, brings an extensive array of important services together under one roof for his clients. He offers integrated comprehensive financial planning, legacy and estate planning, tax planning and advisement, for his clients. His advice and direction is tailed to meet the needs of his clients, designed to plan for his client’s legacy and to protect their wealth over generations.
He is sought after as a trusted advisor, advising clients both locally and nationally.
Trusted Advisor:
As an experienced attorney and certified financial planner (CFP®) and Masters in Financial Planning, Stephen is unique in the area of financial planning. He is able to integrate his tax, estate planning and financial planning together under one roof.
Education
- Albany Law School, JD
- Certified Financial Planner, CFP®
- College of Financial Planning, MS
- Northwestern College, BS