Led by Expertise You Can Trust

Montgomery Advisory, LLC is a Maryland-based business advisory and financial management consulting firm serving entrepreneurs, startups, nonprofit organizations, and small businesses.

Founded by Dr. D, who holds a doctorate in accounting, teaches intermediate accounting at the college level, and is a CPA exam candidate, the firm combines deep technical expertise with a practical, client-first approach. Our team includes PTIN-registered tax preparers who handle return preparation in-house.

We believe every business — regardless of size — deserves organized financial systems, clear reporting, and a trusted advisor in their corner.