Our Story

Our Purpose

Today’s economic climate has created an environment that has moved other companies away from individualized service and towards transactional business. Our mission is to help you address the responsibilities of wealth so that you may reach your goals and create the life you want.

We understand the significance of each financial decision considered and therefore place the highest level of importance in developing the personal relationships with every client we serve.

Brian P. Monk,
Principal, Monk Financial Strategies

 Bio 

Our Culture

We view our clients as team members and strive for continuous and open conversation. As your partner, we sit on the same side of the table as you.

Our Philosophy

We believe that the members of your financial team should be more than advisors; they should be advocates and stewards of your resources. At Monk Financial Strategies Group your interests are our sole interest.

Core Values

Integrity

Stewardship

Responsibility

Service

Expertise

Education

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,656.39 +0.55%
Dow Jones Transportation 11,003.09 +0.24%
Dow Jones Utilities 772.93 +0.26%
NYSE Composite 12,993.86 +0.62%
AMEX Composite 2,629.04 +0.88%
PHLX Semiconductor Index 1,574.05 +1.01%
OSX Oil Service Sector Index 102.39 +0.31%

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