Welcome to The Monitor Group, Inc. (TMG).  We are a nationally recognized provider of wealth management and advanced financial planning services based in the Tyson's Corner area of McLean, Virginia.  We are one of the largest independent fee-only wealth management firms in Virginia.  The industry leading professionals at TMG are highly qualified to help you with sophisticated investment and financial issues. We provide expert answers to your real world issues and problems, particularly in advanced tax planning, financial planning, estate planning and retirement planning. TMG has clients in Northern Virginia, the District of Columbia, Maryland, Florida, Louisiana, California, Texas, 20 additional states and several foreign countries, and is one of the largest wealth management firms in the Washington DC area.

Wealth-Building Reality

Your wealth - and your overall financial health - should be protected and sustained with every resource at your disposal.  Unfortunately, individual investors tend to over- and under-react to market swings in ways that are financially harmful and not compatible with their long-term goals.  This undeniable phenomenon controls even the brightest of investors, despite academic studies that have continually proven the advantages of staying in the market during volatile periods. 

TMG provides you with an antidote to this human tendency.  Our Nobel Prize based investment philosophy employs expert investment techniques and implements them in an extremely disciplined manner. Your wealth will be protected, your worries alleviated, and your ability to sleep at night improved.

Active Oversight

We help our clients achieve specific investment and personal financial goals. We manage over $440,000,000 by combining state-of-the-art modern portfolio theory with advanced technology and years of practical hands-on experience in managing wealth. TMG is your guide in the often-turbulent environment of tax laws, economic swings and financial markets, freeing you from the burden of time and the potential for making mistakes with your assets.  As our name implies, The Monitor Group monitors your financial health so you don’t have to.

We are fee-only wealth managers. We sell no products, receive no commissions, and operate only on our clients' behalf with no bias or conflict of interest. We do not offer proprietary investment products, and are free to select any investment.

As Certified Financial Planners (CFP^TM), we adhere to a strict set of standards and ethics, continuing education in our field and a fiduciary commitment to our clients.

To learn more about our services, click here to read “What We Do.”

To learn more about Registered Investment Advisors on the Securities and Exchange Commission Website, click here.

To learn more about the requirements the Certified Financial Planner Board of Standards demands of Certified Financial Planners (CFP^TM), click here.