Scott has been very helpful in setting up my financial plan. I am looking forward to working with Scott as my plan develops and we continue to update it as necessary.
Scott Monk - Comprehensive Financial Planning
- 163 hires
- Based in Bryan, TX
- 6 years in business
- 1 employee
- Responds in about 2 hours
- Background checked
About Scott Monk - Comprehensive Financial Planning
In addition to ongoing financial planning and investment management, I also offer flat-fee one-time financial plans. I have been in financial services for 13 years, but I have been managing personal and family investments for over 20 years. My first job in financial services was during business school, when I served as an equity research analyst for a hedge fund, researching individual stocks and making buy/sell recommendations to the fund manager. There were a couple times in this role where I walked into the fund manager's office, and he was practically pulling his hair out, because the market was not behaving the way he had anticipated. This was a wake up call for me that this was not the kind of investing I wanted to be doing the rest of my career. Around this time, I read a book by John Bogle, the founder of Vanguard, and it seemed like he was speaking directly to me. I felt very aligned with the investment philosophy and the values he espoused, and I was fortunate to be hired by Vanguard not long after (where I had a chance to meet Mr. Bogle). I spent a total of 8 years with Vanguard before deciding in 2019 to start my own wealth planning firm so I could provide higher-level service to my clients; however, the Vanguard way continues to shape my investment philosophy with a focus on low-cost investing (including minimizing taxes), broad diversification, maintaining long-term investing discipline, regular rebalancing, etc. I have been married to my lovely wife since 2009, and we have three kiddos who keep me plenty busy outside of work. I am passionate about raising them to be thoughtful and curious - lifelong learners who prioritize character and integrity in all things. I love the great outdoors, music and reading, as well as experiencing new foods and cultures.
Reviews
Couldn’t help me with what I needed but definitely was able to lead me in the right direction very helpful all around
Wasn’t able to help with what I specifically needed but was super helpful to point me towards people who could. Very responsive!
I met with Scott and we discussed my financial situation and goals. Even though he was not the right advisor for me, he pointed me in the direction of where to look for the type of services I needed. He was also very professional.
Scott was very helpful and informative. I would highly recommend him to anyone looking for a financial planner.
Scott was responsive to my inquiry but I was surprised and dismayed of a financial planner who was not aware or had knowledge of annuities and could not help me.
Scott is very professional with a collaborative approach in doing business. I vey pleased that we communicate.
He let me know that his services would not be the best fit for my need but gave me a super helpful referral that did work out. Honesty and integrity go a long way! Thanks Scott.
Scott provided exceptional guidance with our portfolio analysis, planning and optimization. His expertise was evident, and he delivered high-quality insights. I appreciated his punctuality and professionalism throughout the process. Utilizing his one-time plan proved to be excellent value for money. Scott is highly responsive and readily available to address any questions. I highly recommend his services to anyone seeking expert financial advice.
Scott was very knowledgeable. He explained everything clearly and in as much detail as I needed. The planning Scott has done so far has given me confidence and some peace of mind that we are on track for retirement.
Services
Scott Monk - Comprehensive Financial Planning★ 4.9
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