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Montoya Wealth ManagementFinancial advisor in Prescott, AZ

Montoya Wealth Management is a financial advisor at 2069 Willow Creek Rd, Prescott, AZ 86301, ranked #10 of 20 financial advisors in Prescott and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Prescott, AZUpdated 0 paid placements in any rankingHow we rank

Call (928) 778-2370Website ↗

Key facts

Key facts about Montoya Wealth Management
Address2069 Willow Creek Rd, Prescott, AZ 86301Get directions
Phone(928) 778-2370
Websitemontoyawealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Prescott and 2 towns within 25 miles: Prescott Valley and Chino Valley.

Based in Prescott, AZView on map

Opening hours

Opening hours for Montoya Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Montoya Wealth Management

How is Montoya Wealth Management ranked in Prescott?

Montoya Wealth Management is ranked #10 of 20 financial advisors in Prescott by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Montoya Wealth Management’s hours?

Montoya Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Montoya Wealth Management serve?

Serves Prescott and 2 towns within 25 miles: Prescott Valley and Chino Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Montoya Wealth Management?

Montoya Wealth Management has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Montoya Wealth Management?

Call Montoya Wealth Management on (928) 778-2370. The business is at 2069 Willow Creek Rd, Prescott, AZ 86301. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Montoya Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Montoya Wealth Management (this business)—655.0 (6)NoNo
Yavapai Financial Planning Llc#8665.0 (7)——2.4 mi
BMO Bank N.A Branches#9653.3 (15)YesNo2.4 mi
Prescott Financial#11655.0 (6)NoNo2.7 mi

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