James Montijo & Edgar Montenegro
Founding advisors of Solera Advisory Group. James Montijo and Edgar Montenegro deliver comprehensive, relationship-driven financial planning for high-net-worth individuals, families, executives, and business owners.
James Montijo
With over five years in the industry, James partners with high-net-worth individuals, business owners, and families, known for turning complex financial lives into clear, disciplined strategy.
Read James's full bio →Edgar Montenegro
With more than 15 years in financial services, Edgar brings a rigorous, tax-aware approach, a Fordham-educated, MBA-credentialed advisor who works closely with families and business owners.
Read Edgar's full bio →Decades of combined experience.
James Montijo and Edgar Montenegro founded Solera Advisory Group to pair the depth of a seasoned advisory practice with the attentiveness of a dedicated partner. Together they bring decades of combined industry experience to clients with complex financial lives, high-net-worth individuals, business owners, executives, and families managing wealth across generations.
Edgar brings more than 15 years in financial services and a deeply analytical, highly structured approach. A graduate of Fordham University with an MBA, he is known for rigorous, tax-aware planning and for coordinating closely with clients' CPAs and attorneys on sophisticated, well-aligned strategies.
James brings a focused, relationship-driven discipline to planning, partnering with clients to translate complex financial lives into clear, actionable strategy. His work centers on advanced planning, asset protection, and helping clients and their families make confident, well-informed decisions at every stage of wealth.
Their work is built on a shared standard: a disciplined process, clear communication, and strategies tailored to each client's goals, reviewed and refined as life, business, and markets evolve. Clients work with a team that combines genuine experience with lasting continuity, so guidance stays steady through every decision.
Whether a client is building toward a major goal, navigating a business transition, or planning a multi-generational legacy, James and Edgar bring the experience and discipline to guide complex decisions with confidence.
