A Financial Advisory Firm
That Begins With You.

Monk Financial Strategies Group was created to deliver boutique style financial services to the discerning client who desires to be more than a statistic. We understand that every client is unique and it is our intention to guide them in a comprehensive and objective manner suitable to their specific needs.

Our Story

What started as a simple commitment to our own family evolved into a desire to provide the same benefits to the community. We are a multi-generation, family operated office with the experience to know that it is reasonable to expect a level of personal service beyond the norm. Sadly, we have found that such an experience is hard to come by in today’s world. Therefore, we are dedicated to continuing our tradition of classic individualized service.


News & Events

1st Quarter Update

Stick With It - While the idea of making commitments is simple, enacting them can be quite challenging.

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4th Quarter Update

In Closing - What changes are you
considering in the new year?

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Multi-Generational Legacy Planning

Join us for a discussion with Ross M. Sims, III, J.D., exploring an estate planning opportunity designed to provide for your family.

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,433.48 +0.17%
Dow Jones Transportation 10,576.38 +2.37%
Dow Jones Utilities 843.23 +1.73%
NYSE Composite 12,765.84 +0.29%
AMEX Composite 2,137.31 -0.19%
PHLX Semiconductor Index 2,178.86 -1.18%
OSX Oil Service Sector Index 38.22 +1.11%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.