Joseph Montz graduated from Louisiana State University in 1982 with a BS in Accounting. After graduation he worked for The Office of Legislative Auditors in Baton Rouge, LA. Joe began his financial planning career in 1987 as a fee-based planner with CIGNA Financial Services. In 1994 he opened Louisiana Medical Associates and began working exclusively with physicians. As he expanded his business to a national level, his current company, Physicians Resource Group, was formed. Joe, a Certified Public Accountant, is a member of the Louisiana Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is the former chairperson of the Estate & Fina

Joseph Montz
Partner
Montz Harcus Wealth Management
United States, Louisiana, New Orleans
About Me
Profile Information
Partner
Montz Harcus Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New Orleans
Louisiana
United States
Aug 28, 2025
More profiles to browse
Bruce Harcus
Partner/Financial Adviser
SC
Spencer Crane
Financial Advisor
HT
Hannah Tucker
Financial Advisor
CM
Christine Montz
President and Partner
You Might Like
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services