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Why Us

The longevity, sturdy base and far reach of a mighty oak tree serves as an apt metaphor for what a strong legacy should look like: lasting, steady and expansive.

Every one of us will leave behind a legacy. The question is: How will yours be different? What will you do to make it lasting?

At Montanari Financial Partners (MFP), your legacy is our passion. Our nearly 40 years of experience and focused approach to our clients’ needs have helped families, high net-worth individuals and closely held businesses protect their wealth and provide for generations to come.

Our predecessors entered the financial services world in the 1920s. Their indelible mark on our history has created a legacy all its own. We’re reminded of our responsibility to continue their tradition of integrity, value and stability as we help you in your pursuit of lasting wealth.

Ask yourself: What will your legacy be? Whatever you have in mind, we’ll be with you every step of the way.