Phillips Bracey

Our Story

Montage Wealth Advisors is a family-owned and operated business based in Southern California. For over a half-century, our team has been dedicated to helping individuals, business owners, and families plan for their financial futures. With a strong foundation built on principles of trust, integrity, and expertise, we strive to provide our clients with exceptional service and guidance every step of the way.

Our Approach to Financial Planning

At Montage Wealth Advisors, we believe that financial planning is not just about numbers and spreadsheets - it's about living the life you've always wanted to live. That's why we take the time to understand each client's unique goals, values, and priorities. We believe that a comprehensive financial plan should be tailored to your individual situation, taking into account your risk tolerance, income, expenses, and long-term objectives.

Our Services

Whether you're a business owner, a pre-retiree, or suddenly single, we understand that every individual has unique financial challenges and opportunities. Our team of experienced professionals offers a wide range of services designed to help you achieve your financial goals, including:

• Business Planning: We specialize in helping business owners manage their finances, simplify their lives, and focus on their core strengths and priorities.
• Pre-Retirement Planning: As you approach retirement, we can help you navigate the transition to a fulfilling and financially secure post-work life.
• Sudden Single Planning: We understand that unexpected life changes can be overwhelming. Our team is here to provide guidance and support as you navigate this new chapter.

Expertise You Can Trust

Our team of credentialed professionals brings over 50 years of combined experience to the table. Phil Bracey, our founder, is a Certified Financial Planner and Enrolled Agent, licensed to practice in all 50 states. Sean Bracey and other team members are also credentialed tax and insurance agents. We take pride in our expertise and commitment to staying up-to-date on the latest financial planning strategies and regulations.

Our Commitment to You

At Montage Wealth Advisors, we believe in transparency and open communication. We're dedicated to building long-term relationships with our clients, based on trust, integrity, and a deep understanding of your unique financial goals and challenges. Our team is committed to providing personalized service, proactive planning, and expert guidance to help you achieve the financial security and peace of mind you deserve.