HI · Princeville

Fiduciary advisors in Princeville, HI

1 advisor with offices in Princeville. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Princeville

Mission Financial Group | Elliott Montgomery

Princeville, Hawaii

Investment Management Retirement Planning

Mission Financial Group, founded in 2018 and based on Kauai's North Shore, serves approximately 800 families with financial planning, investment management, retirement planning, and insurance analysis. Elliott Montgomery, the firm's principal, holds Series 7 and Series 66 licenses and is registered in thirteen states; the firm works primarily with families, business owners, and entrepreneurs, with a minimum portfolio requirement of $1 million and an average client age of 50–70 years. The firm's stated approach emphasizes understanding client goals and values before designing strategies focused on capital preservation and structured growth.

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Financial advisors in Princeville, Hawaii

Advisors serving Princeville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Hawaii's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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