About Us

Our Philosophy
We understand the difficulties families face when it is time to pay for college. We believe that the families that get the best results are the ones that have made the effort to develop a proactive plan. We help you with the plan, focusing on the specific factors that help you save money and respect the values important to your family. In addition to supporting parents, we work closely with the students as they begin their lives of financial independence, getting them involved in the process in unique and rewarding ways.

About College Funding Group
College Funding Group, LLC is an SEC Registered Investment Advisor, affiliated with Montgomery Capital Management, LLC.  We have partnered with the leading provider of college funding planning, Fox College Funding, LLC, to offer college funding planning to our clients.

The desire to help families through a difficult period was the motivation of Jonathan West to form College Funding Group. Jonathan graduated from Davidson College in 1982 and has worked in or around the financial industry for years. While the desire of families to have the best education they can have for their children remains as strong as ever, it now has to be balanced with huge financial demands, demands that can significantly affect the entire family, and cause tremendous stress. When Jonathan learned about the relatively new area of college funding planning, he recognized the benefits that so many families could receive by having a plan that fits their family and their situation. Helping families get through a difficult time without sacrificing either their values or their financial goals is what College Funding Group is all about.

Montgomery Capital Management, headquartered in Newport News, was founded by renown analyst Paul Macrae Montgomery. For more information about Montgomery Capital’s extensive experience with innovative money management solutions, please click here.

About Fox College Funding
Fox College Funding, headquartered in San Diego, California, is one of the only national companies providing late-stage college funding planning for higher income families. Fox has been helping families reduce their college expenses since 1999. Fox’s national network of college funding consultants provides personal, customized service to families with a college-bound high school student. Fox College Funding utilizes a team of CPAs who are specialists in using the tax code to specifically find combinations of tax strategies to create tax scholarships for paying for college. The Fox team works alongside your other advisors, such as your CPA, to develop the strategies that will produce the most beneficial outcome for your family.

Fox College Funding was awarded the 2007 and 2008 CPA Wealth Provider Special Award of Excellence for its innovation and contribution in moving the financial planning field forward. For more information about Fox College Funding, please click here.