The Monitor Group, LLC

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Maryland Financial Group, Inc., a registered investment advisor. Maryland Financial Group, Inc., Financial Advocacy Network and The Monitor Group LLC are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NH, NJ, NM, NC, ND, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI, WV