At The Forge Companies, every decision we make starts with one question: Will this improve the lives, outcomes, and service experience of those we serve?

When we welcomed Montag & Caldwell (M&C) into the Advocacy Wealth Management (AWM) family in August 2024, it wasn’t just a business move. It was a purposeful step to strengthen our ability to deliver the highest level of care, planning, and investment solutions to a diverse client base.

As Tommy Johnson, CEO Emeritus of AWM, said, “Our clients, especially injured parties and their families, deserve not only the highest level of care and understanding, but also a full array of financial planning and investment options to help secure their futures. Partnering with Montag & Caldwell allows us to expand the range of services we offer and support each client’s unique circumstances with even greater care.”

By broadening our reach while staying true to our client-first values, we continue to deliver exceptional wealth management for injured individuals, their families, the attorneys who serve them, and law firms nationwide.

A Unified Approach to Lasting Wealth Management

The integration of M&C into AWM brings together two firms with complementary strengths and a shared commitment to delivering thoughtful, results-driven wealth management. AWM has long served as a fiduciary to more than 1,000 families, guiding them through the complexities of financial decision-making after injury. M&C adds deep experience with institutional clients, including retirement plans, endowments, foundations, and other organizations, and a history of providing investment strategies to other wealth advisory firms.

Charlie Markwalter, CEO of AWM and Portfolio Manager for M&C, explained, “Montag & Caldwell’s long tradition of developing proprietary investment strategies aligns perfectly with Advocacy Wealth Management’s dedication to guiding clients through life’s most complex financial decisions. Together, we will provide thoughtful, personalized solutions that address the specific needs of each client we serve.”

When the acquisition was finalized on August 1, 2024, the combined entity managed more than $2.5 billion in assets. By June 30, 2025, that figure had grown to over $2.9 billion, a reflection of both expanded capabilities and the trust placed in this partnership to deliver meaningful, measurable results. M&C will continue operating as Montag & Caldwell, an Advocacy Wealth Company, maintaining its name and legacy as a valued member of The Forge Companies.

This enhanced platform offers broader investment strategies, from proprietary equity and fixed-income portfolios to customized asset allocations tailored to each client’s goals. It brings together more than 20 credentialed professionals, including Chartered Financial Analysts and Certified Financial Planners, collaborating to provide well-rounded, strategic guidance. It delivers a seamless experience that blends disciplined investment management with comprehensive planning for individuals, families, law firms, and institutions.

Every recommendation, strategy, and decision is grounded in a deep understanding of client priorities, whether that means safeguarding a legal settlement, managing a multi-generational family portfolio, growing a law firm’s reserves, or meeting the fiduciary responsibilities of an institutional account.

Looking Ahead

The integration of Montag & Caldwell into Advocacy Wealth Management is more than a milestone; it’s a foundation for continued growth and innovation. With expanded capabilities, a deep and diverse team, and a unified commitment to delivering thoughtful, personalized solutions, we are positioned to meet the evolving needs of those we serve. Whether protecting a settlement, managing complex institutional assets, or guiding long-term planning, our focus remains the same: providing a wealth management experience that delivers meaningful results and enduring value.