COVID-19 Update: At this time, Jason Montgomery, CFP®, is beginning to work live in person with clients again.  Appointments may be done remotely over the phone and video conference or in person with enhanced safety measures.  Please do not hesitate to contact us if you have any questions or concerns.

ALL SERVICES STILL AVAILABLE AT THIS TIME.

Please CLICK HERE for Information and Resources Regarding COVID-19 Including Government Response Plans.

DTR FINANCIAL

DTR Financial is a wealth management firm that is focused on defining what wealth looks like for each individual client or family.  Jason believes that wealth should be measured by your ability to sustain your desired lifestyle, versus simply measuring the amount of money within your account.

Jason chooses to deal with his clients in a straightforward manner, with full disclosure and transparency of all fees, products, and solutions that he proposes.

Working closely with many different partners within the financial industry, Jason is able to put a plan in place that addresses what matters most to his clients, while using the very best solutions available.

Being a CERTIFIED FINANCIAL PLANNER® Professional,
Jason Montgomery, CFP®, strives to understand what
matters most to you within your financial plan.

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(403) 703-8184

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