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Montague L. Boyd, IV, CFP®

UBS

3345 Peachtree Rd NE
Ste 1700
Atlanta, GA 30326
Phone: (404) 760-3006
Fax: (404) 506-9127

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Household Income Minimum: $120,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.