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 |
|---|---|---|
Fallston, MD
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")