WMTHCS & ASSOCIATES, LLC
JACKSONVILLE, FLORIDA

Let Us Help: (904) 280-2028 Headquartered in Jacksonville, Florida, Montoya & Associates has an outstanding history in the financial services, insurance, and employee benefits industries. With twenty-five years of experience and a staff of fully licensed professionals, we help our clients assess, develop, improve and maintain programs that benefit their employees, their health, and their financial futures. Will Montoya began Montoya Financial Strategies in 1989, which has grown and evolved into what is now known as Montoya & Associates. Montoya & Associates has moved their headquarters 4 times in the last 10 years to accommodate for growth. To align the firm for further growth, two long-time Associates, Trevor Harkness, and Chriss Spires became partners of the firm. As a client of Montoya & Associates, you gain the benefit of a powerful national partnership through our relationship with Kestra Advisory Services, LLC* (Kestra IS), which provides access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor magazine (June 2012). Our partnership with Kestra Advisory Services gives our advisors access to top providers and products, including stocks, bonds, ETFs and alternative investment solutions. Kestra’s relationships with leading producers of financial solutions, combined with its open-architecture platform and cutting-edge resources, help us to bring our clients advanced wealth management strategies. . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Montoya Financial Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000. . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Montoya Financial Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.