A complete list of active advisors currently associated with Blue Monarch Financial Inc.

Warmer can help you find a great advisor at Blue Monarch Financial Inc. or one who fits your needs even better.

Blue Monarch Financial Inc. is a state‑registered investment adviser founded in 2024 that provides portfolio management, retirement income planning, tax and estate planning, insurance planning, and related advisory services to individual and high‑net‑worth clients. Services include both discretionary and non‑discretionary managed accounts, written investment strategies and a one‑time financial plan, and clients may impose written restrictions on holdings or sectors. The firm’s approach combines asset‑allocation frameworks, dollar‑cost averaging, technical analysis and both long‑ and short‑term trading to align portfolios with each client’s time horizon and risk profile. BMF routinely uses third‑party sub‑advisers—Impact Partnership Wealth and AE Wealth Management—for portfolio execution and back‑office support and relies on Market Guard to construct model portfolios and generate trade signals; many accounts are managed through a wrap‑fee program where transaction costs are covered. Notable aspects of the firm include an affiliated insurance agency and insurance agents who may refer clients to the advisory business (the brochure notes this creates a potential conflict and that IARs of the adviser are not acting as insurance agents). The brochure also discloses that fee billing and some client statements are processed through the contractual sub‑advisory relationships with IPW/AEWM, that the firm serves both non‑HNW and HNW individuals, and that it does not act as a private‑fund adviser.

To learn more about the advisors currently working at Blue Monarch Financial Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.