Your Trusted Advisors Since 1992

Our mission at The Monroe & Conley Financial Group is to develop and foster meaningful, long-lasting relationships with our clients. We believe that being a trusted advisor is built on the understanding that it is better to serve than be served.  This includes taking on the responsibility and accountability to be good stewards of this sacred trust.  We believe that "The Golden Rule" of striving to treat others the way you wish to be treated is a sure foundation to build one's personal and professional life on.

Client Endorsments

  • "I was referred to Zack a few years ago for life insurance and my retirement accounts. From our first meeting I felt like he genuinely and deeply cared about not only my financial goals, but cared about me and my family. Our first appointment was met with lots of conversation trying to get to know me and my goals better to ensure the right recommendations were made for me and my family. I felt so educated after our appointment, which I had never had with anyone else. The way Zack explained things made me feel so confident in my decisions. Since then I have referred my friends and employees to sit down with Zack. I know whom ever I send to him will be in good hands.”

    -Amy

    Local Business Owner in Auburn, ME

  • "My Wife and I have been clients of Kevin since 2010. We came to him through a referral from a mutual friend who knew we were not satisfied with our financial advisor. In our first meeting We knew it was going to be a perfect fit. His ability to see our dreams and needs was and is a huge asset. He also has a way to explain finance in everyday terms. I mention this because this is exactly how Zack is. He is so attentive to our questions and our needs now which are very different then when we first met 14 years ago. They make a great team and have assembled a wonderful staff. I can not recommend them enough."

    -Rob

    Wells, Maine