Our Heritage
Monte Financial Group, LLC was founded by Bob, leveraging his 35+ years of experience in financial advisory. The firm was created with the vision of providing financial life management services and a mission focused on offering lifelong guidance in a team-oriented environment that highly values the core principles of our firm.
As a firm, we believe that the true measure of success lies in the enduring relationships we build with our clients. Today, we are actively implementing this vision, which has resulted in stronger client relationships and fostered a more supportive and innovative workplace where every team member contributes to our collective success.
Established in 2009
Monte Financial Group started with just three dedicated members: Bob, Martha, and Joan. Over the past 15 years, our team has grown to eleven members, expanding both internally and in the number of clients we serve. Bob, with over 35 years of experience in wealth management, has guided this expansion, shaping our firm’s philosophy and approach.
The team at Monte Financial Group has embraced Bob’s philosophy, emphasizing the implementation of intelligent solutions for our clients’ financial needs and goals. The core of this philosophy is our commitment to addressing client needs at every stage, actively listening to their challenges and aspirations, and consistently striving to provide optimal solutions for their unique concerns.
Looking Ahead
Looking forward, we are committed to upholding Bob’s philosophy and vision at our firm through a collaborative team-based approach. We will continue to strengthen our capabilities and deepen our relationships with both current and future clients.
Our Wealth Management and Asset Management teams work seamlessly together, ensuring smooth collaboration and continued growth. Our ongoing mission is to provide exceptional service and support, helping our clients achieve their financial goals with confidence and peace of mind.