About Montvue Capital Management, Inc.
Montvue Capital Management, Inc. is an independent, fee-only wealth management and financial planning firm based in Lynchburg, Virginia. Established in 1999, Montvue Capital Management provides sensible, understandable, and thoughtful advice, counseling clients on what matters most to them financially. With over 25 years of experience, the firm serves individuals, trusts, businesses, and foundations throughout the East Coast, offering virtual consultations nationwide in addition to in-person appointments. Montvue Capital Management prides itself on its objective mindset and a client-centered approach, aiming to make finances easier so clients can lead more rewarding lives. While specific AUM for retirement plans is not detailed, the firm manages over $321 million in total AUM, suggesting significant capacity for comprehensive financial advisory services.
Website: https://www.montvue.com/
Founded: 1999
Office Locations
- Lynchburg, VA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $321.2M