A complete list of active advisors currently associated with Monarch Financial, LLC

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

Monarch Financial LLC provides wealth management, discretionary investment management, and financial planning to individuals, high‑net‑worth individuals, trusts, and estates. The firm is newly established, has not yet reported assets under management, and does not impose a minimum asset requirement to begin an advisory relationship. The advisor constructs portfolios primarily with ETFs, mutual funds, individual stocks, and bonds and generally pursues a long‑term approach while employing both fundamental and technical analysis. The firm may utilize covered options, retain legacy positions for tax or portfolio‑fit reasons, and occasionally recommend separate account managers available through its custodian platform for tax management or manager‑specific needs. Noteworthy aspects include its recent initial ADV filing and an institutional relationship with Charles Schwab that provides software, support, and other economic benefits to the firm. The advisor also bundles financial planning with its wealth management services at no separate charge, permits supervised persons to trade in the same securities under a written Code of Ethics, and does not accept custody of client assets beyond fee deduction and limited money‑movement authorizations.

To learn more about the advisors currently working at Monarch Financial, LLC, 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.

Name	Location	Years of experience
Marcie Flynn	Fallston, MD	6

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