Insights

Established Expertise The Financial Planning Group, led by founder Jon Monsour with over 20 years of experience, demonstrates a solid foundation in financial advice, making it an attractive partner for clients seeking trustworthy advisory services.

Strategic Partnerships The company's collaborations with major firms like Charles Schwab and Fidelity suggest opportunities to offer integrated investment solutions or expand product offerings through similar alliances.

Digital Presence Utilizing a modern tech stack including WordPress, Shopify, and social media channels indicates a focus on digital engagement, which can be leveraged to attract tech-savvy clients or develop online marketing campaigns.

Recent Collaboration Their April 2020 partnership with Clydesdale to support frontline NHS workers highlights their community engagement and niche-focused marketing potential in healthcare or social responsibility segments.

Market Positioning With a revenue range of 1 to 10 million and flexible strategies, there are opportunities to target mid-sized investors or expand services to affluent clients seeking personalized financial planning solutions.

Similar companies to The Financial Planning Group

The Financial Planning Group Tech Stack

The Financial Planning Group uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore The Financial Planning Group's tech stack below.

RSS
Content Management System
WordPress
Content Management System
oEmbed
Dev Tools
Shopify
E-commerce
Font Awesome
Font Scripts
OWL Carousel
Javascript Libraries
Modernizr
Javascript Libraries
Twitter
Widgets

Media & News

The Financial Planning Group partners with Clydesdale.
Independent financial advice and mortgage broker business The Financial Planning Group (FPG) has worked with banks Clydesdale and Santander to ensure that an NHS doctor working on the front line on COVID-19 wards was still able to get a mortgage offer, despite social distancing rules.
Apr 15, 2020 | www.mortgageintroducer.com

The Financial Planning Group's Email Address Formats

The Financial Planning Group uses at least 1 format(s):

The Financial Planning Group Email Formats	Example	Percentage
First.Last@thefinancialplanninggroup.com	John.Doe@thefinancialplanninggroup.com	33%
First@thefinancialplanninggroup.com	John@thefinancialplanninggroup.com	34%
FirstLast@thefinancialplanninggroup.com	JohnDoe@thefinancialplanninggroup.com	33%

Frequently Asked Questions

Where is The Financial Planning Group's headquarters located?

The Financial Planning Group's main headquarters is located at 2 1 2 East Court Square Newnan, Georgia 30263 United States. The company has employees across 2 continents, including North AmericaEurope.

What is The Financial Planning Group's official website and social media links?

The Financial Planning Group's official website is thefinancialplanninggroup.com and has social profiles on LinkedIn.

What is The Financial Planning Group's NAICS code?

The Financial Planning Group's NAICS code is 52 - Finance and Insurance.

How many employees does The Financial Planning Group have currently?

As of May 2026, The Financial Planning Group has approximately 16 employees across 2 continents, including North AmericaEurope. Key team members include Partner: J. O.Owner: D. M.Client Relationship Manager: E. S.. Explore The Financial Planning Group's employee directory with LeadIQ.

What industry does The Financial Planning Group belong to?

The Financial Planning Group operates in the Financial Services industry.

What technology does The Financial Planning Group use?

The Financial Planning Group's tech stack includes RSSWordPressoEmbedShopifyFont AwesomeOWL CarouselModernizrTwitter.

What is The Financial Planning Group's email format?

The Financial Planning Group's email format typically follows the pattern of First.Last@thefinancialplanninggroup.com. Find more The Financial Planning Group email formats with LeadIQ.

When was The Financial Planning Group founded?

The Financial Planning Group was founded in 2009.

The Financial Planning Group

Q: How many employees does The Financial Planning Group have currently?

The Financial Planning Group has approximately 16 employees.

Q: What technology does The Financial Planning Group use?

The Financial Planning Group's tech stack includes Shopify, Contact Form 7, RSS, JW Player, Apache HTTP Server.

Q: What is The Financial Planning Group's NAICS code?

The Financial Planning Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States11-50 Employees

The Financial Planning Group is an independent financial services practice with a simple business philosophy -- Combine Professional Financial Advice with The Golden Rule. 

As clients, you will have access to a qualified advisor to help you through the maze of investing and financial planning strategies and you will be treated in the same way that we ourselves would like to be treated.

The Financial Planning Group was established in 2009 by Founder & President Jon Monsour.  With 20+ years experience and guided by life's Golden Principle, we're confident we will earn your trust.  ADD to that -- strategic partnerships with Charles Schwab, and Fidelity  --- you are in good hands.

Securities and Advisory Services offered through United Planners Financial Services. Member FINRA/SIPC. TFPG and UP are not affiliated.