Financial Services, Insurance & Employee Benefits
Headquartered in Jacksonville, Florida, Montoya & Associates has an outstanding history in the financial services, insurance, and employee benefits industries. With twenty-five years of experience and a staff of fully licensed professionals, we help our clients assess, develop, improve and maintain programs that benefit their employees, their health, and their financial futures.
Will Montoya began Montoya Financial Strategies in 1989, which has grown and evolved into what is now known as Montoya & Associates. Montoya & Associates has moved their headquarters 4 times in the last 10 years to accommodate for growth. To align the firm for further growth, two long-time Associates, Trevor Harkness and Chriss Spires became partners of the firm.
Kestra Advisory Services, LLC
As a client of Montoya & Associates, you gain the benefit of a powerful national partnership through our relationship with Kestra Advisory Services, LLC* (Kestra IS), which provides access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor magazine (June 2012).
Our partnership with Kestra Advisory Services gives our advisors access to top providers and products, including stocks, bonds, ETFs and alternative investment solutions. Kestra’s relationships with leading producers of financial solutions, combined with its open-architecture platform and cutting-edge resources, help us to bring our clients advanced wealth management strategies.
Montoya & Associates is a member of Benefits Partners, a division of National Financial Partners (NFP) a national marketing and client service organization dedicated to independent corporate benefits practices that serve employers of all sizes. NFP designs and implements innovative, customized strategies and promotes the exchange of best sales ideas, strategies, and practices among its members – all of which are leading benefits practice firms in their region. NFP Benefits Partners’ primary business lines are health and welfare, voluntary, executive and retirement services.
With over approximately 175 owned firms and more than approximately 320 member firms in 44 states, NFP firms specialize in a wide variety of financial services including life insurance and wealth transfer, corporate and executive benefits*, and investment advisory services**. Focused on high net worth individuals and growing entrepreneurial companies, NFP firms engage in advanced concepts and strategies to build and transfer wealth.