MONTAG

Montag & Caldwell, an Advocacy Wealth Company, has been a trusted name in investment management for over 75 years. The story of the "Montag & Caldwell" brand name traces its roots back to 1945, when Louis A. Montag started one of Atlanta's earliest independent investment advisory firms. The current brand name of "Montag & Caldwell" was adopted in 1956... The story of the "Montag & Caldwell" brand name traces its roots back to 1945, when Louis A. Montag started one of Atlanta's earliest independent investment advisory firms. The current brand name of "Montag & Caldwell" was adopted in 1956. Effective August 1, 2024, M&C operates as a distinct brand/business unit within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, pursuant to the terms of an asset purchase agreement. Our mission is to provide superior investment returns and the highest quality service to our clients. The cornerstone of our success lies in the consistency of our people, process and philosophy.

Also known as: Montag & Caldwell

Primary location: Georgia United States