About Our Firm
At Montgomery Financial Partners, we commit to helping clients achieve the unique financial goals they desire for themselves, their families, and their businesses.
Who We Are
Our Passion is Earning Your Trust
Our passion is earning the trust of our clients through the integrity of our investment practices. We commit to helping clients achieve the unique financial goals they desire for themselves, their families, and their businesses by providing leading edge financial planning strategies and investments.
Who We Are
Just like you want to help your family succeed in their lives, we want to help our clients succeed in theirs. Above all, our commitment lies in helping each client strive toward their financial goals.
A native of Boston, MA, Geoff, his wife, Deanna, and their daughters, Jessica and Hannah, have lived in North Potomac, MD since 2003, where they enjoy sporting events, educational and cultural activities of the National Capital Area. As President, Geoff Tomasetti, AIF®, ChFC®, CFS® holds Series 7, 63, 65, life and health licenses, Accredited Investment Fiduciary, Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. Geoff joined Cambridge Investment Research, Inc. in 2015, bringing with him over 20 years of experience in the financial services industry, specializing in life plan strategies to help individuals reach their unique financial goals.
Ed and his wife, Donna, have lived in Rockville, MD since 1987, where they are actively involved in community service and together enjoy the cultural aspects of living in the Metropolitan Washington area. As a Partner, Ed Markley, MBA, holds a Bachelor’s degree in Electrical Engineering and a Master’s degree in Business Administration. He made the transition from engineering to financial planning in 1987, earning his Certified Financial Planner designation in 1989. With nearly 30 years of experience in the financial services industry, Ed specializing in investment management. (Ed does not provide investment advisory services and is not affiliated with Cambridge Investment Research.)
Stephen has lived in Maryland his entire life, and graduated from the University of Maryland. He currently resides in Bowie, MD with his wife, Nikki, where they enjoy outdoor activities such as boating and hiking. They are a full house with four rescue animals: two dogs, Rocky and Lucy, and two cats, Mona and Little Bear. Stephen has been working in the financial service industry since 2015 and holds his Series 6, Series 63, and Series 65 licenses. He specializes in helping businesses construct 401(k) plans as part of their benefits package, as well as assists management and general staff with guidance to the retirement landscape.
If you need guidance or advice in helping you secure your financial future, then we would love to speak with you.
14927 Carry Back Drive, North Potomac, MD 20878
M-F: 8am-5pm, S-S: Closed
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Montgomery Financial Partners are not affiliated.
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