"Our policies ensure that we are committed to making a difference locally and globally by supporting businesses that also give back"
What does The Monitor Group offer?
We are a family-owned independent financial services and wealth management firm that strives to create long term relationships with our clients, our employees and the community at large.
How did The Monitor Group come to be?
We started The Monitor Group in 2005 out of the need to provide better advice and service to our clients. We saw the financial services industry shifting away from product sales and towards holistic financial planning. We chose the name because literally “we are monitoring” your progress towards financial freedom but also because the “monitor” lizard has dinosaurs in its lineage, thus connoting longevity, endurance, lastingness and continuity.
What makes The Monitor Group unique?
Our business is not just focused on our clients’ future, but we really want to provide an encouraging environment for our teammates and community. We promote many non-compensation benefits including a culture calendar, professional development, and annual employee wish lists, to name a few and include an intrapreneurial mindset for growth. These qualities and more shape our culture and lead to very low employee turnover.
For the community, corporate social responsibility is vitally important to who we are as a company. Our policies ensure that we are committed to making a difference locally and globally by supporting businesses that also give back, volunteering our time in the non-profit community and making financial donations.
Why did The Monitor Group decide to base its operations in Rockville?
Rockville chose us 🙂 We had been working for other businesses in Rockville since 1999 and decided we should stay in the area for the benefit of our clients.
What’s in The Monitor Group’s future?
We see our business having expanded by the clients we serve, the advisors we support and adding employment opportunities to assist with this growth. We have a corporate giving mission also and plan to expand our quarterly community philanthropy.
About The Monitor Group, LLC
The Monitor Group is a family-owned, independent financial services and wealth management firm located at 2600 Tower Oaks Boulevard, Suite 220, Rockville, MD 20852. Learn more at https://www.tmg-llc.net/