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Paul M
CFP®
Martinez, GA
The Monitor Group, Inc.
Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.
Mark H
CFP®
Martinez, GA
The Monitor Group, Inc.
Mark Holdwick Jr. is a CFP® professional with nine years of experience at The Monitor Group, Inc. in Martinez, GA. He has been with the firm since 2017, following five years as a student. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates. The firm emphasizes strategic asset allocation using a combination of active and passive management with no-load mutual funds and ETFs, offering discretionary portfolio management and limited-scope engagements.
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