Insights

Strong Industry Position The Financial Planning Group operates within the well-established financial services sector, collaborating with major industry players like Charles Schwab and Fidelity. This signifies credibility and access to a broad range of sophisticated financial products, offering opportunities to cross-sell or expand service offerings to similar firms seeking partnership or consulting.

Growing Client Base With a revenue range of 1 to 10 million dollars and a modest number of employees, the company appears focused on personalized, high-quality financial planning services, attracting clients valuing trust and individualized advice. Engaging with high-net-worth clients or specialized niche markets could drive growth.

Tech-Forward Approach Utilizing a diverse tech stack including cloud services, e-commerce, and social media tools, The Financial Planning Group demonstrates a modern digital presence. There is potential to offer technology solutions or integrations to optimize their client engagement platforms further.

Active Community Engagement The company’s involvement in providing critical mortgage assistance during the COVID-19 pandemic indicates a commitment to client-centric service and responsiveness. This opens avenues for offering additional financial products or advisory services that support crisis management and client retention.

Expansion Opportunities Operating in a competitive landscape alongside giants like Merrill Lynch and Morgan Stanley, The Financial Planning Group could benefit from targeted marketing or strategic advisory to scale operations, attract larger clients, or diversify offerings through new financial products or partnerships.

Similar companies to The Financial Planning Group

The Financial Planning Group Tech Stack

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

Cloudflare
Content Management System
Open Graph
Content Management System
oEmbed
Dev Tools
Shopify
E-commerce
Font Awesome
Font Scripts
jQuery Migrate
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	25%
First@thefinancialplanninggroup.com	John@thefinancialplanninggroup.com	25%
FirstLast@thefinancialplanninggroup.com	JohnDoe@thefinancialplanninggroup.com	25%
First.Last@thefinancialplanninggroup.com	John.Doe@thefinancialplanninggroup.com	25%

Frequently Asked Questions

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 December 2025, The Financial Planning Group has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Owner: D. M.Client Relationship Manager: E. S.Certified Financial Planner™ Professional: J. H.. 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 CloudflareOpen GraphoEmbedShopifyFont AwesomejQuery MigrateModernizrTwitter.

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 14 employees.

Q: What technology does The Financial Planning Group use?

The Financial Planning Group's tech stack includes Ionicons, PHP, Cloudflare, oEmbed, jQuery Migrate.

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.