About
Muntz Financial, LLC serves our clients by providing the investment advice, education, tools, and planning techniques necessary to gain perspective and control of their financial lives.
Because we are fee-only independent advisors, as opposed to commission-based brokers, we avoid the most prevalent conflict of interest inherent in typical investment bank relationships.
When we manage an account we perform our duties with as much notice as our clients demand. We have accounts where every single move is approved individually before a transaction is initiated and other accounts where we are encouraged to employ our best judgment and report only periodically. Muntz Financial is committed to working with you in the manner that most meets your needs and level of supervision and control.
We offer advice and access to a comprehensive list of financial services and investment vehicles including the sale or management of stocks, bonds, mutual funds, exchange traded funds, cash and equivalents, certificates of deposit, and variable annuities.
As a Registered Investment Advisor (RIA) we are subject to and governed by the Financial Industry Regulatory Authority (FINRA).
All brokerage accounts are insured through the Securities Investors Protection Company (SIPC) up to $500,000.
All bank deposits and certificates of deposit are insured through the Federal Deposit Insurance Company (FDIC) up to $250,000.
Muntz Wealth Management System
