A private wealth advisory
for families, founders, and foundations.
Elliott Montgomery
Partner | Financial Advisor
Based on the North Shore of Kaua‘i, Elliott Montgomery advises high-net-worth families, business owners, and organizations.
He operates a private wealth practice focused on the coordinated management of capital, spanning investment strategy, tax planning, risk management, liquidity planning, estate and generational planning, and philanthropic strategy, and working across public, private, and alternative markets.
His work spans the full spectrum of wealth management, bringing structure and alignment to complex financial matters while coordinating closely with clients’ broader advisory teams.
Elliott’s approach is grounded in alignment, discretion, and continuity. He serves as a long-term advisor, bringing clarity and structure to decisions that shape both present outcomes and long-term legacy.
Kaua'i
5-4280 Kuhio Highway, Suite B203
808-445-9965
Areas of Distinction
Our focus is coordinating complex wealth with discretion and precision.
Integrated Investment Oversight
Public, Private & Alternative Investments
Advanced Tax Coordination
Risk Management & Asset Protection
Estate & Generational Planning
Family Office Coordination
Liquidity & Exit Strategy Planning
Philanthropic & Impact Planning
Strategic Oversight For Complex Wealth
Coordinated guidance across investments, tax, risk management, liquidity, and legacy planning.
Advisory services offered through Mission Financial Group, a Registered Investment Adviser. Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. IFG and Mission Financial Group are unaffiliated entities.
Licensed to sell securities in the following states: AZ, CA, CO, FL, HI, IN, MA, MI, MT, NC, NV, NY, OH, OR, TX, WA.
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Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Mission Financial Group LLC ("Mission") or the other third parties listed. Fidelity is a service provider to Mission. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Mission Financial and does not guarantee, or assume any responsibility for, its content. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 961229.2.0.