William H. Montag, CFP®

Partner and Financial Advisor at North Star Resource Group

📍 Iowa City, Iowa, United States

Bill Montag is a Partner and Certified Financial Planner at North Star Resource Group, joining the firm in 1997 after graduating from Minnesota State University, Mankato. He specializes in building long-term financial plans for physicians, dentists, and business owners, and was named a Forbes Best-in-State Wealth Advisor in 2024.

Outside of work, Bill lives in Iowa City with his wife, Kim, and their two daughters. He is an active member of his church and enjoys spending quality time with his family. His main hobbies include traveling, boating, and attending University of Iowa sporting events.

Within his first year at the firm, he was recognized as North Star’s New Associate of the Year in 1998.

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Experience

29 Years

Current Role

Partner and Financial Advisor

Location

Iowa City, Iowa, United States

Personality Overview

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Priorities

Topics William cares about

Medical Professional Finance

His practice specializes in providing financial guidance to physicians and dentists, from their training years through to establishing their own practice.

Long-Term Client Relationships

His professional philosophy is centered around building relationships based on trust, integrity, and loyalty with his clients.

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Career

Work history

1997

Partner and Financial Advisor

North Star Resource Group

In the press

Media appearances

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Education

Education details unavailable

Minnesota State University, Mankato

Social presence

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