Our Heritage


For over three decades, Bob Monte has built and implemented
intelligent solutions for client’s financial needs and goals
through nationally recognized investment firms.

He responded to client needs every step of the way, listening to their challenges and continually striving to provide the best solutions for their unique concerns.

Established in 2009

Bob, with his accumulated experience of delivering financial advice, turned his vision of a financial advisory firm into a reality. A financial life management company whose mission is to provide lifelong guidance in a team atmosphere culturally understanding the foundation of our mission…to help and care. That longevity of client relationships is the true meaning of success.  The path to success is directly correlated with one simple message… we are here to help. Put your energy behind that statement and all else follows.

Your Goals Are Our Goals

At Monte Financial Group, we have a business model that supports our advisors taking time to fully understand your goals, passions and struggles throughout our relationship. We have a culture of collaboration, continuing education and commitment to providing leading edge technology… all to be the best fiduciary we can be for our valued clients.

Today we are a team of six, growing both internally and by number of clients. Our clients and their professional circle has been our best referral source. A confidence we do not take lightly. Our path is simple. Be the best we can be with our client’s interest motivating our every move.

We Are Here to Help


For more information on how we can help you, or to arrange an introductory meeting, please complete the information below

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