Our clients compensate us directly for advice, plan implementation, and asset management. This transparent and objective method of compensation puts us and clients on the same side of the table. The CERTIFIED FINANCIAL PLANNER designation is the gold standard in the financial services industry. We're committed to our clients and professional excellence.
Services
We are a wealth management team committed to serving your best interest without exception. Nida + Montgomery is a financial advisory firm founded by Jonathan Nida and John Montgomery in order to establish a uniquely client-centered practice in Shreveport, Louisiana. Jonathan leads firm operations and client services at N+M.
Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren't a good fit for each other we will gladly introduce you to a firm who is better suited to your needs. The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.
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