Experienced Leadership
Led by Founder & CEO Martin Montana, Ignite brings extensive financial services experience and a commitment to delivering thoughtful, personalized financial guidance.
Comprehensive
Financial Planning
We look beyond investments to bring retirement planning, portfolio management, tax-aware strategies, and risk management together in one coordinated approach.
Advice Built Around You
Your goals, priorities, and circumstances shape every recommendation. We focus on practical strategies and long-term relationships, not one-size-fits-all solutions.
Experienced Guidance. A More Personal Approach.
We are a client‑focused financial advisory firm dedicated to delivering thoughtful, objective guidance through a comprehensive and disciplined planning approach.
Why Work With Ignite?
You deserve more than investment recommendations. Our approach connects every part of your financial life, helping you make informed decisions about building wealth, managing risk, and preparing for retirement.
Comprehensive Advice
We look at your entire financial picture, not just your investment accounts.
Personalized Strategies
Every recommendation is designed around your goals, timeline, and tolerance for risk.
Experience & Resources
Our advisors combine personalized service with advanced financial planning tools and investment resources.
OUR COMMITMENT
Helping you make smarter financial decisions today, so you can build the future you envision tomorrow.
Who We Serve
Retirees + Preretirees
Working professionals
Generational families
Business owners
One Financial Strategy. Every Part of Your Life.
From building wealth and managing investments to planning for retirement and protecting what matters most, we help bring every piece of your financial life together.
A Simple Process.
A Comprehensive Plan.
1.
Let's Talk
We begin with a complimentary conversation to understand your goals, concerns, and current financial situation.
2.
Understand Your Financial Picture
We review your finances, investments, retirement objectives, and potential opportunities for improvement.
3.
Build Your Strategy
We present personalized recommendations, explain your options, and help you determine the right path forward.
4.
Implement & Monitor
We help put your strategy into action and provide ongoing guidance as your financial life evolves.
Are You Ready for Retirement?
We help you answer the most important question: "Will my money last throughout retirement?"
Will your money last? When can you comfortably retire? Are you taking more investment risk than necessary?
Our retirement planning process helps you evaluate income, investments, taxes, Social Security, and potential risks so you can make informed decisions about your future.
Clarity for your financial future
Our Resources
Discover a comprehensive library of educational resources, including articles, newsletters, calculators, and videos, that simplify complex financial topics and support your planning journey.
Let's Talk About Your Financial Future.
Whether you're looking for a second opinion, approaching retirement, or exploring a more comprehensive approach to wealth management, we'd welcome the opportunity to learn more about your goals.
Schedule a complimentary introductory conversation with our team.