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Joseph Montz

Partner

Montz Harcus Wealth Management

United States, Louisiana, New Orleans

About Me

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

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Profile Information

Partner

Montz Harcus Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New Orleans

Louisiana

United States

Aug 28, 2025

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