Colin Montgomery, CFP, MFA-P, RIS

Edward Jones

Financial Advisor, Edward Jones

About Colin Montgomery

Colin Montgomery is a financial advisor at Edward Jones specializing in charitable giving. With over 20 years of experience, Colin is dedicated to helping clients make a positive impact on their communities. His passion for philanthropy stems from an upbringing that emphasized giving back. Armed with certifications like Master Financial Advisor-Philantropy (MFA-P ™), Certified Financial Planner (CFP®), and  Responsible Investment Specialist (RIS) Colin offers expert guidance in wealth management and philanthropic planning.

By understanding your unique goals, financial situation, and philanthropic interests, he tailors personalized strategies that align with your objectives. He stays up-to-date on tax-efficient strategies, estate planning techniques, and investment vehicles to maximize clients’ philanthropic impact. By incorporating these insights into his advice, Colin ensures your charitable giving aligns with important financial objectives while making a meaningful difference in your community.

He empowers clients to make informed decisions, ensuring their giving aligns with their values. As your financial advisor, Colin offers expertise, personalized strategies, and unwavering dedication to help you achieve your financial goals while making a meaningful difference through charitable giving. With his partnership and guidance, you can create a lasting legacy of generosity.

If you’re a high-net-worth individual or family looking to make a meaningful impact through philanthropy, working with Colin may be right for you. Together, you can create a plan that aligns with your values and helps you achieve your financial and philanthropic goals.

Typical Clients

  1. Strong Philanthropic Values:   A genuine passion for making a difference in the world and a desire to use their wealth for the betterment of society. They should value philanthropy as an integral part of their financial planning.
  2. Excess Wealth:   Having significant financial resources, as this allows for more impactful philanthropic initiatives. It is important to have the financial capacity to contribute meaningful amounts to charitable causes.
  3. Long-Term Perspective:   Having a long-term perspective and being willing to commit to ongoing philanthropic efforts rather than seeking short-term gains.
  4. Openness to Collaboration:   Open to collaborating with various stakeholders to achieve their philanthropic goals effectively.
  5. A Desire for Expert Guidance:   Receptive to expert advice and guidance from a financial advisor with expertise in philanthropy and willing to delegate the intricacies of managing their charitable giving to a trusted advisor who can provide strategic recommendations and insights.

Free Consultation

Contact Colin Montgomery about adding a charitable gift to your Will

[email protected] 905-812-1380 Colin's website