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The Financial Planning Group Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

The Financial Planning Group operates as an independent financial services practice offering investment guidance and financial planning for clients. Clients work with a qualified advisor to navigate investment options and planning strategies, while the firm emphasizes a client-centered approach anchored in a guiding principle described as the Golden Rule. Based in Newnan, Georgia, the company positions itself within the financial services landscape as a small to mid-sized practitioner focused on personalized advice.
Founded in 2009 by Jon Monsour, who brings more than twenty years of experience, the firm maintains partnerships with Charles Schwab and Fidelity. Securities and advisory services are provided through United Planners Financial Services, a FINRA/SIPC member, with TFPG and United Planners described as not affiliated. In 2020, the firm announced a partnership with Clydesdale (alongside Santander) to help an NHS doctor obtain a mortgage offer amid COVID-19-related social distancing.

Find The Financial Planning Group employees' phone numbers or email addresses

The Financial Planning Group Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    5

The Financial Planning Group's Leadership

  • Stylized image of a person
    D. G. F. C. A. C. F. P.
    Director
    Mobile Phone
  • Stylized image of a person
    J. H.
    Certified Financial Planner™ Professional
    Mobile Phone

The Financial Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from The Financial Planning Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. G. F. C. A. C. F. P.
    Director
    Mobile Phone
    United KingdomScotland
    Jun 29, 2026
  • Stylized image of a person
    J. H.
    Certified Financial Planner™ Professional
    Mobile Phone
    May 16, 2025

Frequently Asked Questions

What is The Financial Planning Group known for?

Minus sign iconPlus sign iconThe Financial Planning Group was founded in 2009 operates in the Financial Services industry. Explore The Financial Planning Group's company overview page for more information.

What is The Financial Planning Group's most common email format?

Minus sign iconPlus sign iconThe Financial Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Financial Planning Group email formats with LeadIQ.

How many employees does The Financial Planning Group have currently?

Minus sign iconPlus sign iconThe Financial Planning Group has approximately 16 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The Financial Planning Group's key employees and leadership?

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As of August 2026, The Financial Planning Group's key employees include:

  • Director: D. G. F. C. A. C. F. P.
  • Certified Financial Planner™ Professional: J. H.

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