Motus Wealth is a financial planning firm based in Atlanta, Georgia serving clients nationwide. We provide a comprehensive list of financial services—retirement planning, tax strategy, equity compensation, personal investments, business management, estate planning, and more.
Motus means movement & progression.
Terry Montano, a CERTIFIED FINANCIAL PLANNER™ residing in Atlanta, Georgia, is Co-Founder and Co-CEO of Motus Wealth. He has extensive experience in the industry and is passionate about helping people achieve their financial independence.
Contey Smith is Co-Founder and Co-CEO of Motus Wealth. After nearly a decade at two Atlanta-area firms, Contey developed a diverse background in client-facing planning and portfolio management — a wide-ranging skillset that Motus clients benefit from today.
We’re Driven by a Deep Set of Values. They define who we are, how we act, and why we got into this business in the first place.