About Us

About Montoya & Associates

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.