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Our Company

Since 1991, Clayton/Montgomery Group has been helping clients to meet their financial objectives. As a busy and successful organization or professional, Clayton/Montgomery Group can help you identify your financial goals, establish priorities and take action to meet those goals. Christopher J. Clayton, company president, takes pride in Clayton/Montgomery Group's accomplishments. Whether you are a business, professional or trusted advisor to your clients, Clayton/Montgomery welcomes the opportunity to become your "back room resource." At Clayton/Montgomery Group, the financial planning process begins by:

  • listening to you
  • analyzing your needs
  • developing a plan, and
  • following through for you.

Are you looking for an independent resource to provide specialized products for your clients? Clayton/Montgomery Group specializes in working with area attorneys, accountants, stock brokers and their clients to develop programs that fit their needs. Clayton/Montgomery Group represents a number of high quality companies and maintains a network of professionals to bring you unparalleled expertise in insurance, investments, employee benefits and estate planning. Our success is due largely to referrals from satisfied advisors and their clients. Give Clayton/Montgomery Group a call and we'll take the time to discuss your individual needs and design creative solutions to fit your unique situation.

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