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Employee Profile

Senior Vice President
Ben Montgomery, CFP®
(412) 633-1562
South Hills

Ben Montgomery is a Senior Vice President with Hefren-Tillotson, Inc. Mr. Montgomery has been a member of the Hefren-Tillotson team since 2005. He is dedicated to comprehensive financial planning and enjoys working closely with individuals to help them reach their financial goals through retirement analysis, investment recommendations, insurance strategies, estate planning, and tax planning.

Ready to take the first step toward your financial future?
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Ben is a CFP® practitioner, an Investment Advisor Representative, a Registered Representative, a Licensed Agent for Life, and Accident and Health Insurance. He completed his undergraduate work at Allegheny College, earning a Bachelor of Arts Degree in Managerial Economics.

Ben gained valuable experience early on in his career while working as a Senior Financial Planner in Hefren-Tillotson's Financial Planning Department. In addition, he can often be heard on NewsRadio 1020 KDKA providing the afternoon stock quote report, as well as the “Ask the Advisor” segment of Hefren-Tillotson’s “Your Money & You” on Sunday mornings.


Ben, his wife Courtney and their children Anna, Kyle, and Owen reside in Mt. Lebanon, PA. Active in the community, Ben and Courtney teach Sunday school and serve on the board of the Child Care Center at Christ United Methodist Church in the South Hills. Additionally, Ben enjoys coaching youth sports. 

Ben is available to help you with your investments and answer your questions.
Send Ben a Message
Send a Message to Ben Montgomery
and take the first step towards your financial future.


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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.