The Monitor Group

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The Monitor Group The Monitor Group is a financial consulting firm with three East Coast offices.

We combine expert advice and experience to help you identify opportunities and rewards through a proactive approach to your personal financial situation.

Estate planning is about more than assets. It's about protecting the people, values, and legacy that matter most to you....
10/19/2026

Estate planning is about more than assets. It's about protecting the people, values, and legacy that matter most to you.

A thoughtful estate plan can help ensure your wishes are carried out, your loved ones are cared for, and important decisions are easier during difficult times.

If it's been years since you reviewed your plan, Estate Planning Awareness Week is a great reminder to revisit it.

Happy Boss's Day to Chris, Benny, and Joe, our fearless leaders of our three locations! Thank you for your for the dedic...
10/16/2026

Happy Boss's Day to Chris, Benny, and Joe, our fearless leaders of our three locations! Thank you for your for the dedication and passion you have for The Monitor Group team!

Many people think of a Health Savings Account (HSA) as a tool for today's medical expenses. But when used strategically,...
10/15/2026

Many people think of a Health Savings Account (HSA) as a tool for today's medical expenses. But when used strategically, it can also play an important role in your long term financial plan.

HSAs offer unique tax advantages and can help you prepare for healthcare costs both now and in retirement.

This HSA Awareness Day, consider how your healthcare and retirement strategies work together to support your financial future.

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the grow...
10/14/2026

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect. 📊 Check out this week’s market commentary from LPL Financial—clear, concise, and tailored for smart investors. 👉 https://www.themonitorgrp.com/weekly-market-commentary

Saving isn't just about setting money aside. It's about creating opportunities for your future.Whether you're building a...
10/12/2026

Saving isn't just about setting money aside. It's about creating opportunities for your future.

Whether you're building an emergency fund, preparing for retirement, funding a child's education, or planning your next chapter, consistent saving habits can help turn long term goals into reality.

This National Savings Day, take a moment to review your financial goals and ask yourself: Is your savings strategy working as hard as you are?

🎂Happy Birthday, Chris!Wishing you a fantastic day filled with celebration and a year ahead full of success, joy, and gr...
10/11/2026

🎂Happy Birthday, Chris!
Wishing you a fantastic day filled with celebration and a year ahead full of success, joy, and great moments. Hope your birthday is as wonderful as you are! 🎈✨https://www.themonitorgrp.com/chris-cox

🎉 Happy Birthday, Noreen! 🎂Wishing you a wonderful day filled with celebration and a year ahead full of happiness, succe...
10/09/2026

🎉 Happy Birthday, Noreen! 🎂
Wishing you a wonderful day filled with celebration and a year ahead full of happiness, success, and great moments. Hope your birthday is as amazing as you are! https://www.themonitorgrp.com/noreen-s-miyake-char

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher ra...
10/07/2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook.📊 Check out this week’s market commentary from LPL Financial—clear, concise, and tailored for smart investors. 👉 https://www.themonitorgrp.com/weekly-market-commentary

October is Financial Planning Month! Whether you’re five years away from retirement or 20 years away from retirement, Th...
10/05/2026

October is Financial Planning Month! Whether you’re five years away from retirement or 20 years away from retirement, The Monitor Group helps guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment. Learn more: https://www.themonitorgrp.com/financial-planning

Address

2600 Tower Oaks Boulevard Suite 220
Rockville, MD
20852

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13012518550

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