We Build
Wealth
Financial Advisors in Roanoke County, VA
At Kommon Wealth, we simplify wealth, retirement, and legacy planning so you can move forward with clarity and peace of mind.
Read My Special Note
Who Are We?
Kommon Wealth, founded by Financial Planner Kris Montgomery, is built on education, trust, and lasting relationships. We simplify complex financial concepts so individuals, families, and business owners can confidently plan wealth, retirement, and legacy. As an independent firm, we put clients first—free from outside influence—tailoring every strategy to move you closer to financial freedom.
We Serve
Young Professionals
Families
Pre-Retirees & Retirees
Business Owners & Employers
High-Net-Worth Individuals
Community Members & Investors
We Serve
Young Professionals
Families
Pre-Retirees & Retirees
Business Owners & Employers
High-Net-Worth Individuals
Community Members & Investors
Our Services
Financial Planning
Financial planning is the foundation of everything we do at Kommon Wealth.
Estate
Planning
Estate planning ensures your legacy is passed on with clarity, not confusion.
Investment Management
Investing can feel complex, but Kommon Wealth makes it simple and strategic.
Tax Reduction Strategies
Kommon Wealth creates tax-efficient strategies that let you keep more of what you earn.
Wealth Management
We focus on diversification, long-term planning, and aligning every choice with your goals.
Educational Resources
About Kris
I’m Kris Montgomery, a Wealth Advisor. I started Kommon Wealth with one single goal — to help people.
I specialize in wealth accumulation, legacy financial planning, and retirement income needs — core components that empower you to reach your full investment potential.
Satisfied Clients
"Kris understood my financial needs and requirements. He created a sound retirement plan which put me into a very lucrative position giving me peace of mind and security which was the most important thing. I highly recommend him!"
— Sylvia M.
"Kris Montgomery is an exceptional financial advisor who made our journey to financial freedom straightforward and understandable. He expertly guided us in setting up our investments and showed us how to generate passive income. Thanks to his guidance, we now have a solid financial future. Highly recommend him!"
— Dustin and Kelly H.
"Kris Montgomery has been an absolute game-changer for my financial planning. He’s got this great ability to break down complicated retirement options and help pick out the perfect investment vehicles and life insurance that really fit my needs. Highly recommend!"
— Hamada A., Client
We’re Here to Answer All Your Questions
What is Kommon Wealth?
A financial advisory firm founded by Kris Montgomery, focused on retirement, income, wealth accumulation, and legacy planning.
What services do you provide?
Retirement income planning, wealth accumulation, and legacy/estate planning abnd many more.
What is a Fixed Index Annuity?
A product that protects principal, grows with market-linked interest, and can provide lifetime income.
How do I get started?
Just Click “Talk with a Kris” to schedule a complimentary consultation.