Caleb Montag

Caleb Montag is a Founder, Lead Advisor, and Certified Financial Planner™, a designation that formally recognizes his expertise in financial planning, investments, taxes, insurance, estate planning, and retirement. Since entering the financial industry in 2013, Caleb has been dedicated to shaping a vision for what financial services should embody. A proud alumnus of the University of Iowa, his lifelong fascination with financial markets and investing has evolved into a profound professional passion.

Caleb began his career at a large firm, providing comprehensive financial planning and investment advice primarily to medical professionals. He later enhanced his skills as a wealth manager for a commercial bank, where he developed significant relationships with successful business owners. These diverse roles in various financial environments sparked Caleb’s desire to challenge the status quo and push beyond traditional boundaries.

Driven by a commitment to excellence, Caleb founded Montag Investments, a boutique firm specializing in serving high-net-worth individuals. Montag Investments offers bespoke financial planning and investment strategies that stand out for their quality and customization.

At Montag Investments, Caleb applies his extensive knowledge and unique insights to provide unparalleled service and advice, consistently striving to not only meet but exceed the financial goals of his clients.