A complete list of active advisors currently associated with The Monitor Group, Inc.

Warmer can help you find a great advisor at The Monitor Group, Inc. or one who fits your needs even better.

The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts and estates. The firm delivers written financial plans and Investment Policy Statements and offers ongoing advisory relationships that can include discretionary portfolio management or limited-scope engagements. Its investment approach emphasizes strategic asset allocation implemented primarily with no‑load mutual funds and exchange‑traded funds, combining active and passive management, sector exposures, and global diversification. Security analysis draws on fundamental and technical methods and model outputs, and client accounts receive at least semi‑annual reviews and quarterly performance reporting. The firm is structured as a fee‑only adviser that does not accept commissions, performance‑based fees, or soft‑dollar arrangements and reports no material affiliations with product sellers. Noteworthy operational practices include a small adviser team managing about $167 million for roughly 174 clients while maintaining no stated account minimum, a billing policy that earns the initial financial‑planning fee upon plan presentation, and the use of third‑party custodians with clients retaining proxy‑voting responsibility.

To learn more about the advisors currently working at The Monitor Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.